Kingsview Partners Secures Major Investment from FTV Capital to Propel Growth

Significant Growth Investment Announced by Kingsview Partners

In a bold move to enhance its growth trajectory, Kingsview Partners has recently secured a significant investment from FTV Capital. This strategic partnership is poised to bolster Kingsview's advisor growth initiatives and upgrade its technology and operational infrastructure, ultimately enriching the client experience across various financial services offerings.

Kingsview Partners stands out as an integrated wealth management platform and an established national independent Registered Investment Advisor (RIA). Presently, the firm caters to more than 15,000 households, showcasing its competitive edge within the wealth management landscape. FTV Capital, recognized for its expertise in high-growth financial businesses, brings nearly three decades of experience to this collaboration, marking a significant step forward for Kingsview's ambitions.

The investment underscores a shared vision between the two firms: to capitalize on the dynamic opportunities inherent in the financial advisory market. The independent RIA channel is among the fastest-growing segments in the industry, driven by advisors seeking greater autonomy and flexibility. Kingsview's comprehensive platform fosters an environment where financial advisors can thrive, ensuring they have the tools necessary to deliver premier service to their clients.

With over 100 leading advisors and a presence in 23 states, Kingsview Partners has crafted a robust foundation. The platform not only provides advisors with vital institutional-grade resources, such as technology, compliance, operations, and marketing, but also cultivates an atmosphere of innovative growth. Founder and CEO Josh Lewis articulated this ethos, stating, "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."

The partnership with FTV Capital exemplifies a perfect synergy, as they have a history of investing in successful technology and service-oriented companies. This new influx of capital and industry expertise will enable Kingsview to enhance its operational capabilities, expand its product and service offerings, and elevate the overall client experience.

Since its inception just over ten years ago, Kingsview has witnessed remarkable growth, amassing over $10 billion in assets under management. Impressively, the firm has achieved an average annual growth rate of over 35% in the past three years. This momentum is coupled with an advisor retention rate of 97%, indicating tremendous satisfaction and loyalty among its advisors.

Leading the transaction from FTV Capital were Kyle Griswold, Mike Vostrizansky, and Brandon Spierto. Each will join Kingsview's board of directors once the deal is finalized. The partnership will also provide access to FTV’s Global Partner Network®, encompassing over 600 executives from leading enterprises worldwide, which Kingsview anticipates will further enhance its strategic execution and market positioning.

Kyle Griswold emphasized the significance of Kingsview's track record, remarking, "Their organic growth and impressive advisor retention rates highlighted that something different is happening at Kingsview. The strength of Kingsview’s platform and its advisor support capabilities are impressive. We’re thrilled to collaborate with such a unique company in the independent RIA sphere."

Vostrizansky added, "Kingsview's tailored and customized approach to advisor onboarding has resulted in exceptional recruitment and retention rates. Their commitment to enhancing advisor experience through infrastructure investments and fostering a strong culture sets them apart in the highly competitive market."

Although the specific terms of the investment have not been disclosed, the transaction is expected to close in the final quarter of 2026, pending regulatory approvals. Notably, Kingsview's management will retain a significant ownership stake, continuing to lead the vision and growth strategy of the firm.

In conclusion, Kingsview Partners' partnership with FTV Capital marks a pivotal moment for the firm. With a clear focus on advisor growth, technological enhancement, and expansive service offerings, Kingsview is well-poised to transform the landscape of wealth management, delivering exceptional value to both advisors and their clients alike.

About Kingsview Partners

Kingsview Partners operates as an independent fiduciary wealth management organization, dedicated to elevating the standard of care for its clients. Through its fee-based SEC-registered investment advisory services, Kingsview empowers more than 100 advisors stationed across numerous offices nationwide. The firm prioritizes client interests guided by a fiduciary standard, supported by top-notch technology and transparent pricing.

About FTV Capital

Founded in 1998, FTV Capital has established itself as a specialized growth equity investment firm, managing over $10.2 billion in investments aimed at innovating high-growth companies. Its focus spans sectors such as financial technology, vertical software, and healthcare technology, providing portfolio companies access to a vast network of strategic partners and operational expertise that fosters accelerated growth.