How John Wernz’s Appointment as Executive-in-Residence is Set to Transform Wealth Management Landscape

Great Hill Partners has announced the appointment of John Wernz as an Executive-in-Residence, tasked with identifying and pursuing investment opportunities within the wealth management and wealth technology industries. This comes as a strategic move by Great Hill Partners to tap into Mr. Wernz’s extensive experience and remarkable track record of rapidly scaling and driving transformative growth for innovative companies within the industry.

Mr. Wernz joins Great Hill Partners after more than 13 years as the Chief Marketing and Interim Chief Growth Officer of Wealth Enhancement Group (WEG), a fast-growing financial planning group in the United States. During his career at WEG, Mr. Wernz was instrumental in developing and executing multichannel organic and inorganic growth strategies, resulting in the firm’s expansion from $2 billion in AUM to over $50 billion in a little over a decade.

Mr. Wernz’s appointment comes at a crucial and dynamic time for the industry, with positive tailwinds continuing to propel the market forward. In a fragmented market, where the wealth management space presents a significant investment opportunity, Great Hill Partners is poised to take advantage of this opportunity with Mr. Wernz at the helm.

Great Hill Partners has built an impressive fintech portfolio over the years, positioning itself as a trusted partner to some of the most talented entrepreneurs, executives, and disruptive companies in the fintech sector. As a private equity firm that invests in high-growth, disruptive companies, Great Hill Partners has completed more than 70 total investments in the software, digital commerce, financial technology, healthcare, and digital infrastructure sectors.

Representative investments at Great Hill Partners include MineralTree, Affinipay, Confirmation.com, BillMatrix, Versapay, One Inc, BlueSnap, Vanco, Jumio, Enumerate, and Paytronix.

Mr. Wernz’s appointment to the Executive-in-Residence position is a clear indication of Great Hill Partners' commitment to transform the wealth management landscape through innovation and strategic investments. As an industry leader, Great Hill Partners has raised over $12 billion of commitments and invested in more than 95 companies, establishing an extensive track record of building long-term partnerships with entrepreneurs and providing flexible resources to help middle-market companies scale.

With offices in Boston and London, Great Hill Partners has been ranked #3 in the 2022 HEC Paris-Dow Jones Mid-Market Buyout Performance Ranking, which evaluated fund performance of 563 leading private equity firms between 2009-2018.

Mr. Wernz’s wealth management and wealth technology expertise will be invaluable in identifying investment opportunities and driving further success for Great Hill Partners and its portfolio. His robust network and leadership experience in rapidly scaling and driving transformative growth for innovative companies position him as a crucial member of the team.

In conclusion, John Wernz’s appointment as Executive-in-Residence is set to transform the wealth management landscape by driving innovation and strategic investments that will position Great Hill Partners as a leader in the industry. With his extensive experience and remarkable track record, Mr. Wernz is poised to lead Great Hill Partners to the next level, unlocking new possibilities and taking advantage of emerging opportunities within the space.