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Wealthspire Advisors
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. New York, United States Founded 1995 1001-5000 employees For Profit
Wealthspire Advisors is an independent registered investment advisor that works to fulfill the financial aspirations of its clients.
Wealthspire Advisors was acquired by Madison Dearborn Partners in 2025.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
11
Monthly Visits
Available in Pro Contacts
352
Patents
0
4 trademarks
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 35
- Active products
- 14
- Patents granted
- 0
- Trademarks
- 4
- IT spend
- $39M
Company Info
- Founded
- 1995
- Employees
- 1001-5000
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- News articles
- 98
- HQ
- New York, United States
- Region
- Greater New York Area, East Coast, Northeastern US
- Exit date
- Sep 3, 2025
Signals & Scores
- Heat score
- Medium
- Growth score
- Low
- Trend (7d)
- -0.5
- Trend (30d)
- -2
- Trend (90d)
- -0.5
- Last leadership hire
- Dec 18, 2025
Acquisitions by Wealthspire Advisors
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Key People at Wealthspire Advisors
President
Executive Vice President
Executive Vice President and Chief Financial Officer
Chief Revenue Officer and President
Chief Executive Officer
Managing Director, Wealth & Retirement
Managing Director - SE
352
professional contacts at Wealthspire Advisors
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