Voyage Wealth Architects

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Voyage Wealth Architects - overview

Established

2021

Location

Minneapolis, MN, US

Primary Industry

Financial Services

About

Voyage Wealth Architects, located in Minneapolis, US, specializes in financial planning and wealth management, providing tailored strategies to align clients' financial assets with their personal goals and values. Voyage Wealth Architects is a financial planning and wealth management firm founded in 2021 in Minneapolis, US. The company has completed one deal, with its most recent deal occurring on February 2, 2026, when it was acquired by OnePoint BFG Wealth Partners, a portfolio company of Rise Growth Partners. The acquisition bolsters OnePoint BFG's presence in the Midwest and enhances its planning-led wealth management platform.


Voyage Wealth Architects offers a comprehensive suite of financial services designed to align clients' wealth management with their personal goals. Core offerings include advanced investment strategies, risk management, and tax mitigation, catering primarily to executives, business owners, retirees, and wealth builders. The firm’s unique product, The Owner’s Suite™, delivers integrated financial advice tailored for entrepreneurs and emphasizes achieving personal financial objectives over traditional market returns. Voyage Wealth Architects derives revenue through fee-based structures linked to its wealth management services, which include personalized financial planning, investment management, and retirement strategies.


Revenue is typically generated from a percentage of assets under management or flat fees for specific services, thus reflecting a commitment to fostering long-term relationships with clients through direct consultations and ongoing financial management. Following its acquisition on February 2, 2026, by OnePoint BFG Wealth Partners, Voyage Wealth Architects aims to further penetrate the Midwest market, leveraging OnePoint BFG’s resources to enhance its wealth management platform. The firm will continue to develop its product offerings, including The Owner’s Suite™, aimed at providing comprehensive advice to entrepreneurs, while strategically expanding its geographical reach across the United States.


Current Investors

OnePoint BFG Wealth Partners

Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking

Website

www.voyagewa.com

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Voyage Wealth Architects - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedVoyage Wealth Architects-

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