Family Office · New York, NY, United States
Wealthspire Advisors is a national independent registered investment advisory firm that provides comprehensive financial planning and investment management services to individuals, families, and institutions. Founded in 1995 and headquartered in New York City, the company operates across multiple offices in the United States. Wealthspire Advisors is known for its client-centric approach, offering services such as retirement planning, estate planning, tax strategies, and portfolio management. The firm is a subsidiary of NFP Corp. and has expanded its presence through acquisitions and organic growth, positioning itself as a significant player in the wealth management industry.
Business models
services
Customer segments
Individuals and Families, Executives, Attorneys, Business Owners, Women Investors, Charitable Investors
Geography
US
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Wealthspire Advisors deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Wealthspire Advisors alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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