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
59

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  • United States Of America
    59

Africa
1

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  • Kenya
    1

Wellspring Family Office's Leadership

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    M. T.
    Vice President
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    J. B.
    Controller
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    R. T.
    Director
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    A. P.
    Finance Manager
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    V. C.
    Office Manager
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    N. F.
    Senior Client Service Specialist
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    J. J. S. C.
    Wealth Specialist, Senior Associate
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    G. M.
    Principal
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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 Info
Location
Last Update
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    D. B.
    Information Technology Associate
    Phone icon
    United StatesSouth Carolina
    Jul 28, 2024
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    J. K.
    Associate
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    United StatesPennsylvania
    Oct 17, 2024
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    S. D.
    Planning Associate/Tax Specialist
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    United StatesDelaware
    Apr 17, 2026

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. The company's main headquarters is located in 5900 Landerbrook Drive Suite 100 Cleveland, Ohio United States; 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 June 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 June 2026, Wellspring Family Office's key employees include:

  • Vice President: M. T.
  • Controller: J. B.
  • Director: R. T.
  • Finance Manager: A. P.
  • Office Manager: V. C.

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