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
We never publish partner emails directly. Score your deck to unlock contacts for the firms ranked as best-fit.
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.
Family Office
swissprivate AG
wealth management, private banking, family office services
Family Office
T&T International Wealth Management
wealth management, family office, estate planning
Family Office
T. Bailey Asset Management Limited
asset management, wealth management
Family Office
T. Bailey Asset Management Limited
asset management, wealth management, responsible investing
Family Office
TallRock Capital
wealth management, financial planning, insurance planning
Family Office
Tardus Wealth Strategies
financial education, wealth coaching, financial planning
Drop your pitch. VC Boom scores it on the 8 dimensions VCs read for and ranks the 47,000+ active investors in the database by fit. Wealthspire Advisors is one of them — and we'll tell you exactly where they sit in your top 100.