Wealthspire Advisors
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Finance · New York, United States · 1K - 5K Employees

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Overview

Headquarters

521 5th Ave Fl 15, New York, New York, 1...

Phone Number

(212) 973-1200

Revenue

$618.7 Million

Industry

Finance Securities Trading

About Wealthspire Advisors

Wealthspire Advisors is an independent registered investment advisor with offices across multiple states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. The firm serves as a fiduciary, valuing the integration of all aspects of a clients financial life to deliver thoughtful, collaborative strategies that optimize their finances and support their aspirations. Acting as a wealth manager, investment advisor, consultant, and ongoing partner, Wealthspire Advisors is dedicated to helping clients gain confidence in their financial futures.Explore more
Wealthspire Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Wealthspire Advisors Org Chart

ZG
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Managing Director

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Brett Schneider, Executive Vice President & Chief Financial Officer, At Wealthspire at Wealthspire Advisors
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Executive Vice President & Chief Financial Of...

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Steven Frampton, Chief Technology Officer at Wealthspire Advisors
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Chief Technology Officer

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Chief Operating Officer, Private Client

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Elizabeth Pizzinato, Chief Marketing Officer at Wealthspire Advisors
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Chief Marketing Officer

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Brian Powers, Chief Financial Officer & Managing Director at Wealthspire Advisors
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Chief Financial Officer & Managing Director

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Michael Goss, Chief Revenue Officer at Wealthspire Advisors
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Chief Revenue Officer

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Eric Sontag, President, Wealthspire Advisors at Wealthspire Advisors
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President, Wealthspire Advisors

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AJ
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Chief Financial & Operating Officer

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Nataly Sogoloff, Chief People Officer at Wealthspire Advisors
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Chief People Officer

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthspire Advisors

$618.7M
1K - 5K
Private
<$5M
1995
ZG
Zachary GeringManaging Director
$386.7M
501-1,000
Private
-
2002
JM
John MartindaleManaging Director
$255.2M
201-500
Private
$201M
1991
KT
Kevin TichnellChief Financial Officer
$219.1M
201-500
Private
-
2017
TM
Tim MaguireRegional Managing Director
$147M
201-500
Private
$150M
1970
$51.5M
501-1,000
Private
-
1990
$12.2M
201-500
Private
-
2003
JB
Joy BargerManager, Client Services
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Wealthspire Advisors Tech Stack

A closer look at the technologies used by Wealthspire Advisors

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Frequently Asked Questions Regarding Wealthspire Advisors

What is Wealthspire Advisors's official website?
Wealthspire Advisors's official website is www.wealthspire.com
What is Wealthspire Advisors's Revenue?
Wealthspire Advisors's revenue is $618.7 Million
What is Wealthspire Advisors's SIC code?
Wealthspire Advisors's SIC: 62,628
What is Wealthspire Advisors's NAICS code?
Wealthspire Advisors's NAICS: 52,523
How many employees does Wealthspire Advisors have?
Wealthspire Advisors has 1K - 5K employees
What industry does Wealthspire Advisors belong to?
Wealthspire Advisors is in the industry of: Finance, Securities Trading
What is Wealthspire Advisors competition?
Wealthspire Advisors top competitors include: Beacon Pointe, Sequoia Financial Group, C&F Wealth Management, Cresset
What companies has Wealthspire Advisors acquired?
Wealthspire Advisors has acquired the companies: Marin Financial Advisors, Private Capital Group, Mosaic Financial Partners, Rsl and Company, an Accountancy
What technology does Wealthspire Advisors use?
Some of the popular technologies that Wealthspire Advisors uses are: DocuSign, WooCommerce, WordPress.org, PHP
Who is the CFO of Wealthspire Advisors?
Wealthspire Advisors's CFO is Brett Schneider
Who is the CTO of Wealthspire Advisors?
Wealthspire Advisors's CTO is Steven Frampton
How do I contact Wealthspire Advisors?
Wealthspire Advisors contact info: Phone number: (212) 973-1200 Website: www.wealthspire.com
What does Wealthspire Advisors do?

Wealthspire Advisors is an independent registered investment advisor with offices across multiple states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. The firm serves as a fiduciary, valuing the integration of all aspects of a clients financial life to deliver thoughtful, collaborative strategies that optimize their finances and... support their aspirations. Acting as a wealth manager, investment advisor, consultant, and ongoing partner, Wealthspire Advisors is dedicated to helping clients gain confidence in their financial futures.Read More

What are Wealthspire Advisors social media links?
Wealthspire Advisors Linkedin page Wealthspire Advisors Twitter page Wealthspire Advisors Facebook page
Is Wealthspire Advisors a public company?
Wealthspire Advisors is private company therefore does not currently have an official ticker symbol
See more information about Wealthspire Advisors

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