Wealthspire Advisors Revenue
Financial Services • 
Manhattan, New York, United States • 201-500 Employees
Wealthspire Advisors revenue & valuation
| Annual revenue | $27,500,000 |
| Revenue per employee | $68,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $88,000,000 |
| Total funding | No funding |
Key Contacts at Wealthspire Advisors
John Wolff
Managing Director
Michael Delgass
Advisor, Managing Director
Saunders Wiggins
Managing Director, Advisor
David Edwards
Managing Director & Wealth Advisor
Mike Santo
Managing Director
Michael Del Priore
Managing Director, Chief Compliance Officer
John Kovacs
Managing Director
Gregory K. Reynholds
Managing Director, Head Of Intermediary Business
Elizabeth Summers
Senior Vice President And Director Of Wealth Strategy, Family Wealth
Laura Barry
Managing Director, Wealth Management And Planning
Company overview
| Headquarters | 521 5th Avenue, 15th Floor, New York, NY 10175, US |
| Phone number | +18009943766 |
| Website | |
| NAICS | 52 |
| Employees | 201-500 |
| Socials |
Wealthspire Advisors Email Formats
Wealthspire Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@wealthspire.com), used 65.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@wealthspire.com | 65.9% |
{first name}.{last name} | john.doe@wealthspire.com | 31.4% |
About Wealthspire Advisors
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 380+ associates in 25 locations across the country. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a client's financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to them. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Wealthspire Advisors has 223 employees across 9 departments.
Departments
Number of employees
Funding Data
Wealthspire Advisors has never raised funding before.
Wealthspire Advisors Tech Stack
Discover the technologies and tools that power Wealthspire Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
Ecommerce
Video players
JavaScript libraries
Maps
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Security
Programming languages
United Kingdom
Portugal
Canada
Brazil
Norway
Frequently asked questions
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