About Wealthspire
Wealthspire is a Financial Services company based in San Rafael (United States) founded in 2009, and was acquired by Wealthspire in November 2021. Wealth, financial, investment, and retirement planning services are provided. It operates on a Professional Services model. Wealthspire has completed 2 acquisitions, including Lakeview Financial Group and Mosaic Financial Partners. Wealthspire offers products and services including Financial Planning, Investing Services, and Family Office Services. Its focus areas include Financials, Investment Management and Wealth Management. 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
Wealth management and financial planning are offered by Wealthspire Advisors LLC to individuals, families, executives, and business owners. Services are extended across sectors like charitable giving, endowments, and family office solutions. Comprehensive plans are built based on client goals, supported by investment philosophies and impact investing options. Multiple locations across the United States are maintained to serve a diverse clientele.
- Headquarters San Rafael, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website privateocean.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Wealthspire (Nov 2021)
- Legal Name Wealthspire Advisors Llc
- Investors
- Investments & AcquisitionsLakeview Financial Group
& 1 more
- Acquired byWealthspire
(Nov 2021)
Products & Services of Wealthspire
Wealthspire offers a comprehensive portfolio of products and services, including Financial Planning, Investing Services, and Family Office Services.
Comprehensive financial plans are developed for client goals.
Investment solutions are tailored to client financial needs.
Specialized services are provided for family wealth management.
Apps and channels of Wealthspire
its YouTube channel Wealthspire Advisors has 314 subscribers and 30 videos.
Videos from Wealthspire
The most watched videos on Wealthspire's YouTube channel, Wealthspire Advisors (314 subscribers). Click a video to play it here.
More on Wealthspire Advisors.
Investors in Wealthspire
Wealthspire 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 Wealthspire
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Investments & Acquisitions by Wealthspire
Wealthspire has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Lakeview Financial Group and Mosaic Financial Partners.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified investment management firm | mosaicfp.com | San Francisco, United States | 1987 | Sep 2018 | •••• | |
Provider of investment management services | lakeview-financial.com | Seattle, United States | 2006 | Jan 2018 | •••• |
Complete acquisition details for Wealthspire
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Timeline of Wealthspire
4 dated milestones of Wealthspire across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthspire is founded.
- Acquisition Acquires Lakeview Financial Group.
- Acquisition Acquires Mosaic Financial Partners.
- Exit Acquired by Wealthspire.
Competitors of Wealthspire
Wealthspire 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 Wealthspire
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Top companies in Asset Management
3 companies that operate in the same segment as Wealthspire (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 Wealthspire
Complete news archive for Wealthspire
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Frequently Asked Questions about Wealthspire
Wealthspire was founded in 2009.
Wealthspire is headquartered in San Rafael, United States. It is registered at San Rafael, California, United States.
Wealth management and financial planning are offered by Wealthspire Advisors LLC to individuals, families, executives, and business owners. Services are extended across sectors like charitable giving, endowments, and family office solutions. Comprehensive plans are built based on client goals, supported by investment philosophies and impact investing options. Multiple locations across the United States are maintained to serve a diverse clientele.
Wealthspire's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Wealthspire offers Financial Planning, Investing Services, and Family Office Services.
Wealthspire has made 2 acquisitions, including Lakeview Financial Group, and Mosaic Financial Partners.
Wealthspire has 1 investor. Key investors include Wealthspire.
Wealthspire operates through Wealthspire Advisors Llc.
Yes. Wealthspire was acquired by Wealthspire in November 2021.