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Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 200 associates serving clients from 17 offices in 10 states. 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.
Overview
Location
United States, Wisconsin, Delafield
Employees
201-500
Phone
+1 888-303-2357
Founded date
1995
Mentions in press and media 32
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Aug 28, 2026 | 52% of Gen Z investors have redirected investing money to sports bets | Sports betting has become fairly ubiquitous in the U.S. since the Supreme Court lifted a federal ban on the practice in 2018. More than a quarter (27%) of Americans and over half (52%) of men aged 18 to 49 say they have an active online spo... |
| Aug 24, 2026 | Millions sign up for Trump Accounts, but are they wise investment? | Getting your Trinity Audio player ready... Karla Perez and her husband are supporters of President Donald Trump, so when they learned this summer about new investment accounts his administration designed for children, they quickly signed up... |
| Aug 20, 2026 | U.S. sports fans spend about $2,000 a year on their favorite teams—many find themselves in debt as a result | Americans love sports — so much so that that many are spending hundreds or thousands of dollars a year to show their fandom. Nearly two-thirds (62%) of Americans have spent or expect to spend money on sports fandom in 2026, including ticket... |
| May 27, 2026 | Stocks eke out record closing highs, oil slides as markets eye US-Iran peace progress | NEW YORK, May 27 : Wall Street stocks showed little conviction on Wednesday, inching to all-time closing highs, while crude oil prices retreated as investors assessed developments in U.S.-Iran peace negotiations. The S&P 500 and the Nas... |
| Mar 24, 2026 | Investors hold $4.8 trillion in these retirement funds—how to choose one for yourself | In 2025, target-date funds continued on the track of three trends investors can be relatively pleased about. For one, they’ve gotten bigger. The total amount of investor money in these funds reached $4.8 trillion in 2025, largely thanks to ... |
| Mar 22, 2026 | Financial Advisor Playbook When it comes to private credit, ‘some caution is reasonable,’ advisor says. What to know | Private credit funds make loans to companies, often paying investors in the fund higher interest due to illiquidity and risk involved. Certain semi-liquid private credit funds have seen high redemption requests from investors this year, rai... |
| Mar 20, 2026 | What could happen to Social Security benefits in six years if Congress doesn’t act? It depends, experts say | The Social Security Administration projects that the trust fund it relies on to pay retirement benefits may run out in 2032, just six years away. Barring action from Congress to shore up the program, that may trigger an across-the-board ben... |
| Mar 14, 2026 | Older women set to inherit most of $54 trillion in ‘great wealth transfer’ to widowed spouses | An estimated $54 trillion is expected to pass on to spouses during the so-called great wealth transfer, with $40 trillion of it going to women who are baby boomers or older, the research shows. This is largely because the average life span ... |
| Jan 6, 2026 | Parents who raise financially grounded kids do 4 things: Giving your kids the ‘best of everything’ can ‘backfire,’ says expert | As a personal finance consultant, I also teach money management workshops for teenagers and college students, as well as for young or soon-to-be parents. Many of them worry about how to raise kids who won’t take their family’s hard-earned m... |
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FAQ about Wealthspire Advisors
When was Wealthspire Advisors founded?
Wealthspire Advisors was founded in 1995.
What has the press written about Wealthspire Advisors?
Parsers VC has collected 32 articles mentioning Wealthspire Advisors, among them “52% of Gen Z investors have redirected investing money to sports bets” (Aug 28, 2026) and “Millions sign up for Trump Accounts, but are they wise investment?” (Aug 24, 2026).
Is Wealthspire Advisors still active?
Yes, Wealthspire Advisors is active; its latest activity on Parsers VC dates from Oct 20, 2026.