About Heron Wealth
Heron Wealth is a Financial Services company based in New York (United States) founded in 1996 by David Edwards, and was acquired by Wealthspire in March 2023. Financial planning and investment advisory services are provided. Heron Wealth offers products and services including Financial Planning, Investing Services, and Client Reporting. Its focus areas include Asset Management and Diversified. Its legal entity is Wealthspire Advisors LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Heron Wealth was established in 1996 by David Edwards in New York, United States. Services in financial planning, wealth management, and investment advising are offered within the financial sector. Operations center on supporting clients with personalized strategies for asset growth and risk assessment. The firm maintains its headquarters in New York, serving individuals and entities across the region. Focus remains on structured advisory processes without additional product sales.
- Headquarters New York, United States
- Founders David Edwards
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website heronwealth.com
- Social LinkedIn YouTube
- Acquired by Wealthspire (Mar 2023)
- Legal Name Wealthspire Advisors Llc
- Investors
- Acquired byWealthspire
(Mar 2023)
Products & Services of Heron Wealth
Heron Wealth offers a comprehensive portfolio of products and services, including Financial Planning, Investing Services, and Client Reporting.
Provides personalized plans for wealth management and goal setting
Offers strategies for portfolio optimization and risk assessment
Delivers detailed financial performance and market analysis reports
Apps and channels of Heron Wealth
its YouTube channel Wealthspire Advisors has 313 subscribers and 30 videos.
Videos from Heron Wealth
The most watched videos on Heron Wealth's YouTube channel, Wealthspire Advisors (313 subscribers). Click a video to play it here.
More on Wealthspire Advisors.
Investors in Heron Wealth
Heron Wealth has secured backing from 1 investor. Prominent investors backing the company include Wealthspire.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides wealth management, investment advisory, and other services | 1995 | wealthspire.com | New York, United States |
Investor details for Heron Wealth
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People of Heron Wealth
1 people are tracked at Heron Wealth (1 in leadership).
| Name | Role | Group |
|---|---|---|
David Edwards | Founder | Leadership |
Complete people profiles for Heron Wealth
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Timeline of Heron Wealth
2 dated milestones of Heron Wealth across 27 years, from founding to its latest funding, stage changes and deals.
- Founded Heron Wealth is founded.
- Exit Acquired by Wealthspire.
Competitors of Heron Wealth
Heron Wealth has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Heron Wealth
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Top companies in Asset Management
3 companies that operate in the same segment as Heron Wealth (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Heron Wealth
Complete news archive for Heron Wealth
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Frequently Asked Questions about Heron Wealth
Heron Wealth was founded in 1996.
Heron Wealth is headquartered in New York, United States. It is registered at New York, New York, United States.
Heron Wealth was established in 1996 by David Edwards in New York, United States. Services in financial planning, wealth management, and investment advising are offered within the financial sector. Operations center on supporting clients with personalized strategies for asset growth and risk assessment. The firm maintains its headquarters in New York, serving individuals and entities across the region. Focus remains on structured advisory processes without additional product sales.
Heron Wealth's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Heron Wealth offers Financial Planning, Investing Services, and Client Reporting.
Heron Wealth has 1 investor. Key investors include Wealthspire.
Heron Wealth operates through Wealthspire Advisors Llc.
Yes. Heron Wealth was acquired by Wealthspire in March 2023.