What departments does Wealthspire have?

Wealthspire has employees across 10 departments including Legal, Finance, Consultant, Operations, Human Resources.

What is the largest department at Wealthspire?

The largest department at Wealthspire is Finance with 6 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 415 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
519

United States Of America
519

Wealthspire's Leadership

M. L.
Chief Executive Officer
Mobile Phone
Email
C. M.
Chief Market Strategist
Mobile Phone
Email
B. L.
President
Mobile Phone
Email
S. H.
Managing Director
Mobile Phone
Email
A. I.
Managing Director
Mobile Phone
Email
D. S. S.
Managing Partner
Mobile Phone
Email
G. S.
Managing Director
Mobile Phone
Email
J. G.
Managing Director
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
Consultant

Contact profiles from Wealthspire

Name

Title

Contact

Location

Last Update

R. T.
Senior Vice President
Mobile Phone
Email
Oct 17, 2024
S. F.
Vice President
Mobile Phone
Email
Mar 21, 2024
T. C.
Vice President, Investments
Mobile Phone
Email
Mar 06, 2026
U. R.
Advisor, Assistant Vice President
Mobile Phone
Email
Mar 19, 2026
Y. B.
Assistant Vice President
Mobile Phone
Email
Oct 17, 2024
R. M.
Director Of Corporate Finance
Mobile Phone
Email
Sep 02, 2026
B. K.
Interim Director Of Human Resources
Mobile Phone
Email
Oct 23, 2024
K. S.
Music Director
Mobile Phone
Email
Oct 23, 2024
O. L. E.
Office Manager
Mobile Phone
Email
Oct 23, 2024
J. M.
Senior Client Associate, Wealth Advisory
Mobile Phone
Email
Nov 17, 2025

Frequently Asked Questions

What is Wealthspire known for?

Wealthspire was founded in 1995 and 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 First.Last@wealthspire.com. 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 554 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Wealthspire's key employees and leadership?

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

Chief Executive Officer: M. L.
Chief Market Strategist: C. M.
President: B. L.
Managing Director: S. H.
Managing Director: A. I.

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Wealthspire Employee Directory

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