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Wellspring Family Office Employee Directory

Financial ServicesOhio, United States11-50 Employees

Wellspring Family Office is a Cleveland, Ohio-based financial services firm focused on serving families with integrated wealth and life planning. It treats wealth as a foundation for a well-lived life and aims to support clients’ financial matters alongside family governance and personal wellbeing.

The firm operates a one-call model, providing a single point of contact for wealth and tax planning, investment management, and education that spans generations. As a smaller player in financial services, it seeks to simplify complexity for families today and for future generations, and it has pursued strategic partnerships, including a 2025 alliance with The Pritzker Organization.

Find Wellspring Family Office employees' phone numbers or email addresses

Wellspring Family Office Global Highlights

Location
Employees

North America
57

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  • United States Of America
    57

Africa
1

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  • Kenya
    1

Wellspring Family Office's Leadership

  • Stylized image of a person
    M. T.
    Vice President
  • Stylized image of a person
    R. T.
    Director
  • Stylized image of a person
    V. C.
    Office Manager
  • Stylized image of a person
    N. F.
    Senior Client Service Specialist
  • Stylized image of a person
    K. R.
    Senior Program Officer

Wellspring Family Office Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Business
  • Support
  • Accounting
  • Other
  • Engineering
  • Finance

Contact profiles from Wellspring Family Office

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. T.
    Vice President
    Mar 11, 2025
  • Stylized image of a person
    R. T.
    Director
    May 08, 2026
  • Stylized image of a person
    V. C.
    Office Manager
    Oct 17, 2024
  • Stylized image of a person
    N. F.
    Senior Client Service Specialist
    Jun 26, 2026
  • Stylized image of a person
    K. R.
    Senior Program Officer
    Oct 22, 2024

Frequently Asked Questions

What is Wellspring Family Office known for?

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Wellspring Family Office was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Wellspring Family Office's company overview page for more information.

What is Wellspring Family Office's most common email format?

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

How many employees does Wellspring Family Office have currently?

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Wellspring Family Office has approximately 43 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Wellspring Family Office's key employees and leadership?

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As of July 2026, Wellspring Family Office's key employees include:

  • Vice President: M. T.
  • Director: R. T.
  • Office Manager: V. C.
  • Senior Client Service Specialist: N. F.
  • Senior Program Officer: K. R.

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