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.
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