What departments does Wealthspire have?

Wealthspire has employees across 8 departments including Engineering, Information Security, Marketing, Finance, Information Technology.

What is the largest department at Wealthspire?

The largest department at Wealthspire is Finance with 4 employees.

Where are Wealthspire employees located globally?

Wealthspire has employees across 2 continents and 2 countries including Italy, United States Of America.

How has Wealthspire's team size changed over time?

Wealthspire's team has grown from approximately 353 to 393 employees based on available data.

Wealthspire Employee Directory

Financial ServicesNew York, United States501-1000 Employees

Wealthspire is a financial services firm that provides wealth management, retirement advisory, and business management services. It serves individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. The company offers a coordinated platform that blends wealth management, institutional consulting, family office support, and retirement plan advisory to help clients navigate complex financial decisions. Based in New York City, New York, Wealthspire operates within the broader wealth management and advisory ecosystem. The firm emphasizes a client-centric approach underpinned by research, technology, and decades of expertise. In 2026, Wealthspire announced an agreement to acquire Fi3 Advisors, expanding its national advisory footprint.

Wealthspire Global Highlights

North America
581

United States Of America
581

Europe
1

Italy
1

Wealthspire's Leadership

M. L.
Chief Executive Officer
Mobile Phone
Email
M. L.
Chief Executive Officer
Mobile Phone
Email
J. F.
Chief Information Security Officer
Mobile Phone
Email
N. S.
Chief People Officer
Mobile Phone
Email
A. G.
Chief Marketing Officer
Mobile Phone
Email
M. G.
Chief Revenue Officer (cro)
Mobile Phone
Email
J. S.
Chief Strategy Officer
Mobile Phone
Email
F. B.
Vice President - Investments
Mobile Phone
Email

Wealthspire Employee Metrics

100%

50%

0%

2026

2025

Operations
Finance
Administrative
Marketing
Business Development
Other
Information Technology
Accounting
Human Resources
Banking
Community & Social Services
Business

Contact profiles from Wealthspire

Name

Title

Contact Info

Location

Last Update

J. S.
Chief Strategy Officer
Mobile Phone
Email
United StatesMaryland
Oct 16, 2024
M. L.
Chief Executive Officer
Mobile Phone
Email
May 12, 2026
V. D.
Owner
Mobile Phone
Email
Oct 23, 2024
A. K.
Senior Vice President
Mobile Phone
Email
United StatesTexas
Jun 01, 2026
M. D.
Vice President
Mobile Phone
Email
United StatesLouisiana
May 05, 2026
C. W.
Vice President, It Risk & Compliance
Mobile Phone
Email
Apr 24, 2026
A. G.
Financial Advisor, Vice President
Mobile Phone
Email
United StatesNew York
Apr 15, 2026
R. K.
Senior Vice President, Data Management
Mobile Phone
Email
United StatesNew York
Apr 30, 2026
E. G.
Senior Vice President
Mobile Phone
Email
May 14, 2024
B. A.
Vice President, Strategy And Operations
Mobile Phone
Email
United StatesNew York
May 18, 2026

Frequently Asked Questions

What is Wealthspire known for?

Wealthspire was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 521 5th Avenue 15th Floor New York, New York 10175 United States. Explore Wealthspire's company overview page for more information.

What is Wealthspire's most common email format?

Wealthspire employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealthspire email formats with LeadIQ.

How many employees does Wealthspire have currently?

Wealthspire has approximately 519 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wealthspire's key employees and leadership?

As of June 2026, Wealthspire's key employees include:

Chief Executive Officer: M. L.
Chief Executive Officer: M. L.
Chief Information Security Officer: J. F.
Chief People Officer: N. S.
Chief Marketing Officer: A. G.

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Wealthspire Employee Directory

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