Sapient Acquires Wealthgate Trust Company, Adding a Dedicated Affiliated Corporate Trustee for Multi-Generational Families

INDIANAPOLIS, Nov. 10, 2026 /PRNewswire/ -- Sapient Capital ("Sapient"), an independent wealth advisory firm serving multi-generational families, ultra-high-net-worth individuals, endowments, and foundations, today announced it has completed its acquisition of Wealthgate Trust Company, LLC ("Wealthgate"), a Nevada-licensed trust company. The acquisition establishes a dedicated affiliated corporate trustee, further expanding Sapient's Family Office Solutions offering and enhancing its ability to deliver coordinated trust, estate, tax, charitable, and wealth planning services for complex family situations.

As families accumulate increasingly sophisticated financial lives, trust structures play a critical role in preserving wealth, facilitating generational transfers, and supporting long-term governance. With Wealthgate as its wholly owned trust company, Sapient adds institutional trustee and trust administration capabilities that complement its existing investment management, wealth strategy, and family office services, allowing clients to access a more coordinated experience through a single advisory relationship.

Founded in 2019 and headquartered in Las Vegas, Wealthgate provides trustee and trust administration services through a planning-led, attorney-advised model designed to support sophisticated trust structures. As a Nevada-chartered trust company, Wealthgate operates in a top-ranked U.S. trust jurisdiction recognized for its modern trust laws and flexibility in trust administration.

The acquisition also provides Sapient with an in-house successor trustee option for trust assets the firm already advises. Families for whom a dedicated trustee is the right fit can now access discretionary and directed trustee services through Sapient, helping maintain continuity across generations while reducing the need to transition trust relationships to third-party financial institutions.

James Rooney, CEO of Sapient, said, "As the needs of the multi-generational families we work with continue to evolve, we remain focused on building the capabilities required to serve them in a more coordinated and comprehensive way. Wealthgate is a natural extension of that vision, expanding our trust capabilities and strengthening our Family Office Solutions offering. We are excited to welcome the Wealthgate team to Sapient and look forward to the value we will create together for the families we serve."

"Wealthgate was founded with the belief that trust administration should be thoughtful, personal, and grounded in long-term relationships," stated Alex Paul, Founder and CEO of Wealthgate. "Joining Sapient allows us to continue that mission while bringing our trustee expertise together with a broader team of investment, tax, estate, and family office professionals. We are excited about what this combination means for the families we serve."

Raymond James & Associates, Inc. served as financial advisor to Wealthgate.

About Sapient

Sapient Capital, LLC ("Sapient") is an independent wealth advisory firm providing investment management, wealth strategy, and family office services to multi‑generational families, UHNW individuals, endowments, and foundations. As a fiduciary to our clients, Sapient builds lasting relationships grounded in trust, transparency, and meaningful results. The firm is headquartered in Indianapolis, with offices in New York, Miami, Chicago, and Los Angeles. For additional information, please visit https://sapientcapital.com.

Sapient Capital is a registered investment advisor ("RIA") with the U.S. Securities and Exchange Commission. Sapient Capital provides investment advisory and related services for clients nationally. Sapient Capital will maintain all applicable registrations and licenses as required by the various states in which Sapient Capital conducts business. Sapient Capital and its employees do not provide legal, accounting, or tax advice.

About Wealthgate

Wealthgate Trust Company, LLC ("Wealthgate") is a Nevada-licensed trust company founded in 2019 by Alex Paul and headquartered in Las Vegas, serving ultra-high-net-worth, multi-generational families through comprehensive trustee and trust administration services.

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SOURCE Sapient