Wealthspire Advisors LLC
Wealthspire Advisors LLC provides comprehensive wealth management and financial planning services to high-net-worth individuals, families, executives, business owners, endowments, and institutions.
Wealthspire Advisors LLC
Wealthspire Advisors LLC provides comprehensive wealth management and financial planning services to high-net-worth individuals, families, executives, business owners, endowments, and institutions. The firm delivers holistic financial planning that encompasses cash flow analysis, tax strategies, estate planning, and charitable giving, complemented by investment management featuring strategic asset allocation, customized portfolios, and alternative investments. Advisors partner with an internal team of investment experts to create tailored solutions aligned with clients' goals and risk tolerances.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
AUM
—
Location
Region
—
Country
—
City
New York
Corporate office
—
Frequently asked questions
What is Wealthspire Advisors LLC?
Wealthspire Advisors LLC is a bank / wealth / trust headquartered in New York.
When was Wealthspire Advisors LLC founded?
Wealthspire Advisors LLC was founded in 1995.
Where is Wealthspire Advisors LLC headquartered?
Wealthspire Advisors LLC is headquartered in New York.
What does Altss track for Wealthspire Advisors LLC?
Altss maintains an OSINT-verified profile of Wealthspire Advisors LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Wealthspire Advisors LLC?
Wealthspire Advisors LLC is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Wealthspire Advisors LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Wealthspire Advisors LLC?
Wealthspire Advisors LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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