About Wealthspire
Wealthspire is a company based in New York (United States) founded in 1995. Wealthspire has raised $3.5 million across 2 funding rounds. Wealthspire has completed 9 acquisitions, including Arena Wealth Partners, Fi3 and GM Advisory Group. Wealthspire offers products and services including Financial Planning, Investing Services, and Impact Investing. Wealthspire operates in a competitive market with competitors including Fidelity Investments, Nordea, Generali, BNP Paribas and Investec, among others.
- Total Equity Funding$3.5M (USD)
in 2 rounds
- Latest Funding Round$450K (USD), Series A
Oct 2014
- Investments & AcquisitionsArena Wealth Partners
& 8 more
Products & Services of Wealthspire
Wealthspire offers a comprehensive portfolio of products and services, including Financial Planning, Investing Services, and Impact Investing.
Service for developing personalized financial strategies and plans.
Provides investment philosophies and strategies for asset growth.
Focuses on investments aligned with social and environmental goals.
Apps and channels of Wealthspire
its YouTube channel Wealthspire Advisors has 313 subscribers and 30 videos.
Videos from Wealthspire
The most watched videos on Wealthspire's YouTube channel, Wealthspire Advisors (313 subscribers). Click a video to play it here.
More on Wealthspire Advisors.
Funding Insights of Wealthspire
Wealthspire has successfully raised a total of $3.5M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $450 thousand completed in October 2014. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $3.5M
- Total Rounds 2
- Last Round Series A — $450,000
- First Round $3.05M
(Sep 2011)
All 2 funding rounds of Wealthspire with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2014 | $450,000 | Series A | – | – | – |
| Sep 2011 | $3.05M | Series A | – | – | – |
People of Wealthspire
45 people are tracked at Wealthspire (30 in leadership, 15 in team).
| Name | Role | Group |
|---|---|---|
Thomas Kavanagh | Senior Vice President, Advisor | Leadership |
Nataly Sogoloff | Chief People Officer | Leadership |
Brent Perkel | Evp, Head Of Corporate Development | Leadership |
Steve Frampton | Evp, CTO | Leadership |
Michael LaMena | Chief Executive Officer | Leadership |
Allaire Langdon | Senior Vice President, Advisor | Leadership |
Brett R. Schneider | Executive Vice President And Chief Financial Officer At Wealthspire | Leadership |
Pietro Messina | Assistant Vice President, Wealth Advisor | Leadership |
Brian Powers | CFO And Managing Director | Leadership |
Donna Levy | Managing Director | Leadership |
Eran Goudes | Senior Vice President | Leadership |
Heather Flanagan | Managing Director - Head Of Family Office Services | Leadership |
Rick Worley | Vp, Business Intelligence | Leadership |
Craig Fasano | Managing Director | Leadership |
Elizabeth Summers | Senior Vice President And Director Of Wealth Strategy, Family Wealth | Leadership |
Bryan Stretton | Assistant Vice President | Leadership |
Jennifer Giemza | Vice President | Leadership |
Eric Castillo | Chief Technology Officer | Leadership |
Dominick Matteo | Assistant Vice President, Advisor | Leadership |
Charles D. Scarallo | Managing Director | Leadership |
25 more people are available in the full profile.
Complete people profiles for Wealthspire
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.
Investments & Acquisitions by Wealthspire
Wealthspire has strategically engaged in corporate development activities, having acquired 9 companies. Notable acquisitions include Arena Wealth Partners, Fi3 and GM Advisory Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Offers comprehensive financial and wealth management advisory services to individuals. | arenawealth.com | London, United Kingdom | 2009 | Jun 2026 | •••• | |
Fee-only advisory services for high net worth families as Family CFO. | fi3advisors.com | Carmel, United States | 2013 | May 2026 | •••• | |
Fee-only fiduciary wealth management services are provided to individuals. | waldenwealth.com | Beachwood, United States | 2015 | May 2024 | •••• | |
Wealth management advisory group providing personalized and integrated wealth management solutions | gmagwealth.com | Melville, United States | 2004 | Sep 2023 | •••• | |
Financial planning and investment advisory services are provided. | heronwealth.com | New York, United States | 1996 | Mar 2023 | •••• | |
Financial advisory services are provided to clients. | sagefinancialadvisors.com | Reno, United States | 1995 | Nov 2022 | •••• | |
Wealth, financial, investment, and retirement planning services are provided. | privateocean.com | San Rafael, United States | 2009 | Nov 2021 | •••• | |
Provider of retirement planning, tax strategies, real estate advisory, and other services | pcgct.com | West Hartford, United States | 2003 | Oct 2021 | •••• | |
Wealth management services are provided to clients in Howard County. | strat-wealth.com | Howard County, United States | 1991 | Oct 2020 | •••• |
Complete acquisition details for Wealthspire
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Wealthspire
12 dated milestones of Wealthspire across 31 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthspire is founded.
- Funding First funding round of $3.0M.
- Funding Latest funding round, Series A, of $450K.
- Acquisition Acquires StratWealth.
- Acquisition Acquires Private Capital Group.
- Acquisition Acquires Wealthspire.
- Acquisition Acquires Sage Financial Advisors.
- Acquisition Acquires Heron Wealth.
- Acquisition Acquires GM Advisory Group.
- Acquisition Acquires Walden Wealth.
- Acquisition Acquires Fi3.
- Acquisition Acquires Arena Wealth Partners.
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, Nordea, Generali, BNP Paribas and Investec, 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 | |
| nordea.com | 1820 | Stockholm, Sweden | – | 30,399 | Nordea is recognized as a leading Nordic universal bank. | |
| generali.com | 1831 | Trieste, Italy | – | 71,327 | Diversified insurance and asset management services are offered globally. | |
| group.bnpparibas | 1848 | Paris, France | – | 198,011 | Banking & financial service provider | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| aviva.com | 1696 | London, United Kingdom | – | 27,873 | Insurance and asset management services are offered in multiple regions. | |
| schroders.com | 1804 | London, United Kingdom | – | 249 | Investment management and wealth management services are provided to clients. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. |
Detailed competitors of Wealthspire
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.
Web traffic of Wealthspire
The website of Wealthspire (wealthspire.com) receives about 63.5K visits a month and ranks #670,402 among all websites worldwide, #6,556 in Investing.
- Monthly visits63.5K
▲ 15% vs previous month
- Unique visitors27.4K
per month
- Global rank#670,402
among all websites
- Category rank#6,556
Finance · Investing
- Bounce rate52%
- Pages per visit1.5
- Average visit22 sec
- DevicesDesktop 34% · Mobile 66%
Websites whose visitors overlap most with Wealthspire. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
nepc.com | nepc.com | 100% | – | #1,564,542 | – |
| cressetcapital.com | 99% | 111.4K | #459,097 | View details | |
| lyonswealth.com | 91% | 14.5K | #1,771,908 | View details | |
| bbrpartners.com | 90% | – | #1,362,683 | View details | |
bernstein.com | bernstein.com | 90% | – | #302,165 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 28 similar websites and full traffic analytics for Wealthspire
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 28 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Wealthspire
Complete news archive for Wealthspire
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.
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 1995 and raised its 1st funding round 16 years after it was founded.
Wealthspire is headquartered in New York, United States. It is registered at New York, New York, United States.
Wealthspire is a funded company, having raised a total of $3.5M across 2 funding rounds to date. The company's 1st funding round was a Series A of $3.05M, raised on Sep 2011.
Wealthspire was established in 1995 in New York, United States, within the financial services sector. Wealth management and investment advisory services are delivered to individuals and organizations. Operations encompass financial planning, retirement strategies, and estate advisory support. The firm maintains its headquarters in New York and extends services across the United States, focusing on tailored investment solutions for diverse client needs.
Wealthspire's top competitors include Fidelity Investments, Investec and Aviva.
Wealthspire offers Financial Planning, Investing Services, and Impact Investing.
Wealthspire has made 9 acquisitions, including Arena Wealth Partners, Fi3, and GM Advisory Group.
Wealthspire operates through Wealthspire Advisors Llc.