About Wealthspire
Wealthspire is a company based in San Rafael (United States) founded in 2009 was acquired by Wealthspire in November 2021. It operates as a Professional Services. 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. Wealthspire operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter San Rafael, United States
- 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 operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| 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. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of Wealthspire
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Latest news on Wealthspire
Complete news archive for Wealthspire
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Similar companies to Wealthspire
10 companies that operate in the same segment as Wealthspire (Asset Management), 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 | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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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, Investec and S&P Global.
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.