Insights

Gathering insights about Wealthspire…

Similar companies to Wealthspire

Wealthspire Tech Stack

Wealthspire uses 8 technology products and services including jsDelivr, Twemoji, UPS, and more. Explore Wealthspire's tech stack below.

jsDelivr
Content Delivery Network
Twemoji
Font Scripts
UPS
Logistics
DocuSign
Miscellaneous
Pantheon
Platform As A Service
Yoast SEO
Search Engines
GeneratePress
Web Platform Extensions
Twitter
Widgets

Media & News

Wealthspire Advisors LLC acquires RoundAngle Advisors LLC.
Independent wealth manager Wealthspire has acquired RoundAngle Advisors, a Red Bank, New Jersey-based registered investment advisory firm (RIA).
Nov 10, 2025 | www.international-adviser.com
Wealthspire Advisors LLC hires Carl Nelson as President.
Carl Nelson, formerly executive vice president of mergers & acquisitions at NFP, has been appointed President of Wealthspire, bringing deep strategic growth and transaction experience to the firm after more than two decades with NFP.
Nov 03, 2025 | www.wealthspire.com
Wealthspire Advisors LLC launched "Find Your People" initiative - a firmwide professional development program designed to help advisors cultivate authentic client relationships on Sep 16th '25.
New York, NY, September 16, 2025 - Wealthspire Advisors LLC ("Wealthspire Advisors"), a top-ranked[1] independent registered investment adviser and NFP company, is proud to announce the official launch of its "Find Your People" initiative - a firmwide professional development program designed to help advisors cultivate authentic client relationships, define their personal brand, and accelerate business growth.
Sep 16, 2025 | www.wealthspire.com
Wealthspire Advisors LLC acquires Marin Financial Advisors, LLC.
Wealthspire Advisors LLC, an NFP company and independent registered investment adviser with $31 billion in assets under management, has acquired Marin Financial Advisors, a boutique RIA based in Larkspur, California with more than $380 million in assets under management.
Aug 27, 2025 | www.planadviser.com
Wealthspire Advisors LLC invests into assets: stake in Seagate Technology in the amount of $336K.
Finally, Wealthspire Advisors LLC acquired a new stake in Seagate Technology in the fourth quarter valued at $336,000.
Jun 24, 2025 | www.etfdailynews.com
Wealthspire Advisors LLC attended event 2024 Farmers Insurance Open on Jan 1st '24.
In 2024, Wealthspire announced a partnership with Matthieu Pavon, winner of the 2024 Farmers Insurance Open and a member of France's national team at the 2024 Summer Olympics.
Apr 08, 2025 | www.wealthspire.com
Wealthspire Advisors LLC attended event 2024 Summer Olympics on Jan 1st '24.
In 2024, Wealthspire announced a partnership with Matthieu Pavon, winner of the 2024 Farmers Insurance Open and a member of France's national team at the 2024 Summer Olympics.
Apr 08, 2025 | www.wealthspire.com

Wealthspire's Email Address Formats

Wealthspire uses at least 1 format(s):

Wealthspire Email Formats	Example	Percentage
First.Last@wealthspire.com	John.Doe@wealthspire.com	96%
Last@wealthspire.com	Doe@wealthspire.com	3%
Fir.Last@wealthspire.com	Joh.Doe@wealthspire.com	1%

Frequently Asked Questions

Where is Wealthspire's headquarters located?

Wealthspire's main headquarters is located at 521 5th Avenue, 15th Floor. The company has employees across 2 continents, including North AmericaEurope.

What is Wealthspire's stock symbol?

Wealthspire is a publicly traded company; the company's stock symbol is N/A.

What is Wealthspire's official website and social media links?

Wealthspire's official website is wealthspire.com and has social profiles on LinkedIn.

What is Wealthspire's NAICS code?

Wealthspire's NAICS code is 52 - Finance and Insurance.

How many employees does Wealthspire have currently?

As of December 2025, Wealthspire has approximately 403 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: M. L.Chief Executive Officer: M. L.Cfo And Managing Director: B. P.. Explore Wealthspire's employee directory with LeadIQ.

What industry does Wealthspire belong to?

Wealthspire operates in the Financial Services industry.

What technology does Wealthspire use?

Wealthspire's tech stack includes jsDelivrTwemojiUPSDocuSignPantheonYoast SEOGeneratePressTwitter.

What is Wealthspire's email format?

Wealthspire's email format typically follows the pattern of First.Last@wealthspire.com. Find more Wealthspire email formats with LeadIQ.

Wealthspire

Q: What is Wealthspire's official website and social media links?

Wealthspire's official website is wealthspire.com. Wealthspire has social profiles on LinkedIn.

Q: How many employees does Wealthspire have currently?

Wealthspire has approximately 403 employees.

Q: What technology does Wealthspire use?

Wealthspire's tech stack includes Crazy Egg, Google Maps, Twemoji, YouTube, Font Awesome.

Financial ServicesNew York, United States201-500 Employees

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 380+ associates in 25 locations across the country. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a client's financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to them. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.