What Does Wealthspire Advisors Do?

Total employees402
HeadquartersNew York
Founded

Wealthspire Advisors is an independent registered investment adviser (RIA) providing comprehensive financial planning and investment management services. Formed in 2019 through the merger of Sontag Advisory and Bronfman Rothschild, and backed by NFP, Wealthspire focuses on delivering personalized advice and tailored solutions to help clients navigate their financial lives, achieve their long-term goals, and build a lasting legacy. They serve high-net-worth individuals, families, foundations, and endowments across the United States, with a commitment to a fiduciary standard of care.

Where Is Wealthspire Advisors's Headquarters?

Wealthspire Advisors officeWealthspire Advisors officeWealthspire Advisors officeWealthspire Advisors office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the central hub for executive leadership, strategic planning, national operations, compliance, and core administrative functions supporting Wealthspire's network of offices across the country.

Notable Features:

Located in a prominent high-rise building on Avenue of the Americas (formerly the Exxon Building), part of the Rockefeller Center complex, offering modern office facilities and significant accessibility within a major financial district.

Work Culture:

The HQ likely fosters a professional, collaborative, and client-centric environment, emphasizing expertise, integrity, innovation, and teamwork, reflective of a leading financial advisory firm.

HQ Significance:

Its New York City location underscores Wealthspire's position as a significant national wealth management firm, providing access to top talent, industry partnerships, and key financial markets, enhancing its service capabilities.

Values Reflected in HQ: The choice of a prestigious and accessible location in a major financial center reflects the firm's commitment to professionalism, stability, growth, and delivering high-quality client service.

Location:

Wealthspire Advisors primarily operates within the United States, with an extensive network of offices across various states. Their direct physical presence is domestic. However, they may serve U.S. expatriate clients or U.S. clients with international financial interests through their U.S.-based advisory services, adhering to U.S. regulatory frameworks. Their investment management strategies may include global asset allocation, but client relationship management and direct advisory services are U.S. focused.

Street Address:

1251 Avenue of the Americas, 20th Floor

City:

New York

State/Province:

NY

Country:

USA

Where Else Does Wealthspire Advisors Operate Around the World?

Rockville, MD, USA

Address: 11300 Rockville Pike, Suite 1005, Rockville, MD 20852

Strategic presence in a key economic and political hub, offering localized expertise and support to high-net-worth individuals and families in the Mid-Atlantic region.

Milwaukee, WI, USA

Address: 875 East Wisconsin Avenue, Suite 800, Milwaukee, WI 53202

Key office in the Midwest, extending Wealthspire's reach and offering tailored financial solutions and robust support to a significant client base in the region.

Carlsbad, CA, USA

Address: 2760 Gateway Road, Carlsbad, CA 92009

Represents a significant presence on the West Coast, providing localized advisory services and access to Wealthspire's national resources for clients in a major economic region of California.

Buying Intent Signals for Wealthspire Advisors

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Wealthspire Advisors? Meet the Executive Team

As of April 2025, Wealthspire Advisors' leadership includes:

Mike LaMena - Chief Executive Officer
Shruti Miyashiro - President
Hoyt Stastney - Chief Operating Officer
Frank C. Coster - Chief Financial Officer
Eric Sontag - Chief Advisory Officer
Stephen Chipman - Chief Strategy & Development Officer

Who's Investing in Wealthspire Advisors?

Wealthspire Advisors has been backed by several prominent investors over the years, including:

NFP Corp.

What Leadership Changes Has Wealthspire Advisors Seen Recently?

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Exits0

In the past 12-18 months, Wealthspire Advisors has made strategic leadership appointments to bolster its executive team and support growth initiatives. This includes naming a new Chief Strategy & Development Officer and appointing a President for its specialized Business Owner Solutions Group, indicating a focus on expanding service capabilities and market reach.

New Appointments:

Stephen Chipman, Stephen Chipman was appointed as Chief Strategy & Development Officer to spearhead strategic initiatives, drive growth, and enhance market positioning for Wealthspire Advisors.
Leonard Reinhart, Leonard Reinhart was appointed as President to lead and expand Wealthspire's newly formed Business Owner Solutions group, providing specialized advisory services to business owners.

What Technology (Tech Stack) Is Used byWealthspire Advisors?

Discover the tools Wealthspire Advisors uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Wealthspire Advisors Email Formats and Examples

Wealthspire Advisors commonly uses an email format consisting of the employee's first initial followed by their full last name, then '@wealthspire.com'. While other formats may exist within the organization, this pattern is prevalent for external communications.

[first_initial][last_name]@wealthspire.com

Format

jdoe@wealthspire.com

Example

85%

Success rate

What's the Latest News About Wealthspire Advisors?

PR Newswire • May 1, 2024

NFP Advances Wealth Management Strategy by Fully Integrating Wealthspire Advisors

NFP announced it is fully integrating Wealthspire Advisors into NFP's core operations. This strategic move is designed to enhance client service, operational efficiency, and growth opportunities by leveraging NFP's broader resources and scale, while Wealthspire Advisors continues to operate under its established brand....more

PR Newswire • March 19, 2024

Wealthspire Advisors Appoints Leonard Reinhart as President of its Business Owner Solutions Group

Wealthspire Advisors announced the appointment of Leonard Reinhart as President of its newly formed Business Owner Solutions group. In this role, Reinhart will lead the firm's dedicated efforts to provide specialized financial planning and advisory services tailored to the unique needs of business owners....more

PR Newswire • January 23, 2024

Wealthspire Advisors Welcomes $210 Million AUM Team in Maryland

Wealthspire Advisors announced that advisor David H. Goldner, CRPC®, and his team, previously with Raymond James and managing approximately $210 million in assets, have joined its Hunt Valley, Maryland office. This addition significantly strengthens Wealthspire's presence and capabilities in the Mid-Atlantic region....more

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