About Spearhead LLC
Spearhead LLC is a company based in Wellington (United States). Financial advisory services are provided to clients by Spearhead. It operates on a B2B model. Spearhead LLC offers products and services including Wealth Strategy, Family Office Solutions, and Investment Advisory. Its legal entity is Rockefeller Financial LLC. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
Financial advisory services are delivered by Spearhead, a firm based in Wellington, United States. Operations focus on the financial sector, where guidance is offered on investment strategies, risk management, and regulatory compliance. Clients across various industries are served through tailored consultations and analysis. The companys domain, spearheadllc.com, supports these activities in a domestic context. No founding year is specified in available records.
- Headquarters Wellington, United States
- Website spearheadllc.com
- Social LinkedIn Instagram YouTube
- Legal Name Rockefeller Financial Llc
Products & Services of Spearhead LLC
Spearhead LLC offers a comprehensive portfolio of products and services, including Wealth Strategy, Family Office Solutions, and Investment Advisory.
Provides expert guidance on investment and financial planning decisions.
Delivers seamless management for family finances and wealth growth.
Offers strategies across asset classes for wealth optimization.
Apps and channels of Spearhead LLC
its YouTube channel Rockefeller Capital Management has 680 subscribers and 17 videos.
Videos from Spearhead LLC
The most watched videos on Spearhead LLC's YouTube channel, Rockefeller Capital Management (680 subscribers). Click a video to play it here.
More on Rockefeller Capital Management.
People of Spearhead LLC
15 people are tracked at Spearhead LLC (10 in leadership, 5 in team).
| Name | Role | Group |
|---|---|---|
Brandon Avergon | Associate Director, Wealth Management | Leadership |
Todd Walters | Managing Partner & Co-Founder | Leadership |
Timothy Troutman | Chief Operating Officer | Leadership |
Jarrett Bostwick | Partner, General Counsel & Co-Founder | Leadership |
Dallas Kantoci | Associate Director, Investment Services | Leadership |
Alyson Kest | Chief Compliance Officer & Deputy General Counsel | Leadership |
Deborah Dyer | Director, Wealth Management | Leadership |
Adam Blum | Associate Director, Investment Research | Leadership |
Mark R. Lesko | Director, Investment Services | Leadership |
Teresa Armel | Director, Wealth Management | Leadership |
Christopher Shepherd | MD, Wealth Management | Team |
Tanya Shapiro-Polzer | Executive Office Manager | Team |
Kai Heller-Spencer | Analyst, Investment Research | Team |
Corey Tiller | MD, Portfolio Manager | Team |
Sagar Dalal | MD, Advanced Wealth Planning | Team |
Complete people profiles for Spearhead LLC
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Competitors of Spearhead LLC
Spearhead LLC has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of Spearhead LLC
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Spearhead Llc
Complete news archive for Spearhead LLC
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Spearhead LLC
Spearhead LLC is headquartered in Wellington, United States. It is registered at Wellington, Florida, United States.
Financial advisory services are delivered by Spearhead, a firm based in Wellington, United States. Operations focus on the financial sector, where guidance is offered on investment strategies, risk management, and regulatory compliance. Clients across various industries are served through tailored consultations and analysis. The companys domain, spearheadllc.com, supports these activities in a domestic context. No founding year is specified in available records.
Spearhead LLC's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Spearhead LLC offers Wealth Strategy, Family Office Solutions, and Investment Advisory.
Spearhead LLC operates through Rockefeller Financial Llc.