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Wealthspire Advisors

About Wealthspire Advisors

Wealthspire Advisors is a fee-based financial advisory firm based in Manhattan, New York. Founded in 1995 and rebranded in 2019, the firm operates as a fiduciary and manages over $29.4 billion in assets. With a team of over 370 professionals across more than 20 U.S. offices, Wealthspire focuses on client-centric financial planning without proprietary products or sales incentives.

Min project size

50,000+

Hourly rate

50 / hr

Employees

420

Locations

United States

Year founded

Founded 1995

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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