WEALTHSPIRE ADVISORS

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Wealthspire Advisors is an independent registered investment advisor that works to fulfill the financial aspirations of its clients. It believes in connecting all parts of a clientsโ€™ financial life and delivering thoughtful, collaborative strategies that focus on whatโ€™s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.

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WEALTHSPIRE ADVISORS

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Industry:
Financial Services

Founded:
1995-01-01

Address:
New York, New York, United States

Country:
United States

Website Url:
http://www.wealthspire.com

Total Employee:
101+

Status:
Active

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Current Employees Featured

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Rick Van Benschoten
Rick Van Benschoten Executive Vice President @ Wealthspire Advisors
Executive Vice President
2022-01-01

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Michael LaMena
Michael LaMena Chief Executive Officer @ Wealthspire Advisors
Chief Executive Officer

Acquisitions List

Date Company Article Price
2021-11-22 Private Ocean LLC Private Ocean LLC acquired by Wealthspire Advisors N/A
2021-10-05 Private Capital Group Private Capital Group acquired by Wealthspire Advisors N/A
2020-10-01 StratWealth StratWealth acquired by Wealthspire Advisors N/A

Official Site Inspections

http://www.wealthspire.com Semrush global rank: 1.35 M Semrush visits lastest month: 21.52 K

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