Spreadwise Email Formats

Financial Services • West Palm Beach, Florida, United States • 1-10 Employees

Key Contact at Spreadwise

Alex Goldstein

Chief Executive Officer, Co-Founder

Company overview

Headquarters	West Palm Beach, Florida, United States
Website	spreadwise.ai
NAICS	52
Founded	2025
Employees	1-10

About Spreadwise

Rewriting the Liquidity Playbook — for Advisors, by Advisors Spreadwise was founded by Alex and Wayne Goldstein — who saw firsthand how limited and outdated traditional liquidity solutions had become. Frustrated by the lack of tax-aware borrowing options for their clients, they built SpreadWise to bring institutional-grade tools like box spreads into the hands of modern advisors. Their mission is simple: empower advisors with smarter planning solutions that preserve AUM, protect portfolios, and put you — not a bank or custodian — in control.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Spreadwise has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Spreadwise has never raised funding before.

Frequently asked questions

Spreadwise is located in West Palm Beach, Florida, US.

Spreadwise was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Spreadwise has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Spreadwise

Alex Goldstein

Chief Executive Officer, Co-Founder

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