FTV Capital backs Kingsview Partners, a $10B RIA growing 35% a year
What's the deal? Kingsview PartnersDealroom has a profile for this one. Try Dealroom →, a national independent Registered Investment Advisor (RIA), has secured a growth equity investment from FTV CapitalDealroom has a profile for this one. Try Dealroom →. The firm runs an integrated wealth management platform serving more than 15,000 households across 23 states. Terms were not disclosed.
What's the endgame? Kingsview plans to use the capital to fund advisor growth, upgrade its technology and operational infrastructure, and expand its product and service offerings. The platform supplies advisors with institutional-grade resources spanning technology, compliance, operations, and marketing.
By the numbers: Founded just over ten years ago, Kingsview holds over $10 billion in assets under management and has grown at an average annual rate above 35% over the past three years. It supports more than 100 advisors and reports a 97% advisor retention rate.
"We built Kingsview around the principle of empowering advisors with a real platform surrounded by the necessary support to enhance service offerings and stimulate organic growth," said founder and chief executive officer Josh Lewis.
Who's involved? FTV Capital, which has nearly three decades of experience investing in financial businesses, led the deal through Kyle Griswold, Mike Vostrizansky, and Brandon Spierto. Each will join Kingsview's board once the transaction closes. The firm will also gain access to FTV's Global Partner Network, a group of more than 600 executives.
Why now? The independent RIA channel is one of the fastest-growing segments in wealth management, driven by advisors seeking greater autonomy and flexibility. "Their organic growth and impressive advisor retention rates highlighted that something different is happening at Kingsview," Griswold said.
Vostrizansky pointed to the firm's onboarding model. "Kingsview's tailored and customized approach to advisor onboarding has resulted in exceptional recruitment and retention rates," he said.
What's next? The transaction is expected to close in the final quarter of 2026, pending regulatory approvals.
The signal: Growth capital continues to flow into the independent RIA space as advisors leave larger institutions for autonomy, and investors chase platforms that combine scale with high retention.
Read more: third-news.com
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