What departments does Wealthspire have?

Wealthspire has employees across 8 departments including Entrepreneurship, Information Technology, Finance, Operations, Human Resources.

What is the largest department at Wealthspire?

The largest department at Wealthspire is Finance with 3 employees.

Where are Wealthspire employees located globally?

Wealthspire has employees across 1 continents and 1 countries including 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
587

United States Of America
587

Wealthspire's Leadership

M. L.
Chief Executive Officer
Mobile Phone
Email
B. L.
President
Mobile Phone
Email
D. S. S.
Managing Partner
Mobile Phone
Email
V. D.
Owner
Mobile Phone
Email
C. W.
Vice President, It Risk & Compliance
Mobile Phone
Email
E. G.
Senior Vice President
Mobile Phone
Email
C. D.
Senior Vice President, Investments
Mobile Phone
Email
A. F.
Senior Vice President, Advisor
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

A. I.
Managing Director
Mobile Phone
Email
Jun 28, 2026
J. W.
Managing Director
Mobile Phone
Email
Jun 02, 2026
B. K.
Interim Director Of Human Resources
Mobile Phone
Email
Oct 23, 2024
G. S.
Managing Director
Mobile Phone
Email
Oct 22, 2024
J. G.
Managing Director
Mobile Phone
Email
Jun 03, 2026
J. L.
Managing Director
Mobile Phone
Email
Jun 03, 2026
J. Z.
Managing Director
Mobile Phone
Email
Oct 22, 2024
K. S.
Music Director
Mobile Phone
Email
Oct 23, 2024
K. G.
Managing Director
Mobile Phone
Email
Oct 17, 2024
S. W.
Managing Director
Mobile Phone
Email
Jan 12, 2026

Frequently Asked Questions

What is Wealthspire known for?

Wealthspire was founded in 1995 operates in the Financial Services industry. 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 544 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Wealthspire's key employees and leadership?

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

Chief Executive Officer: M. L.
President: B. L.
Managing Partner: D. S. S.
Owner: V. D.
Vice President, It Risk & Compliance: C. W.

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Wealthspire Employee Directory

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