Multithread effectively and personalize outreach to convert deals faster
Elevate social presence and drive business growth from social media
Identify and prioritize high-intent leads, and improve sales effectiveness
Find and connect with ICP attendees, and improve event outcomes
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.
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.
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.
The HQ likely fosters a professional, collaborative, and client-centric environment, emphasizing expertise, integrity, innovation, and teamwork, reflective of a leading financial advisory firm.
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.
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.
1251 Avenue of the Americas, 20th Floor
New York
NY
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.
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.
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.
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.
As of April 2025, Wealthspire Advisors' leadership includes:
Wealthspire Advisors has been backed by several prominent investors over the years, including:
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.
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 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
PR Newswire • May 1, 2024
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 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 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
See where a company’s workforce is located, by country or region.
View past and recent funding rounds with amounts and investors.
Understand company revenue estimates and financial scale.
Track active roles and hiring trends to spot growth signals.
Discover what a company offers—products, platforms, and solutions.
Get the company’s official SIC and NAICS classifications.
Analyze visitor volume, engagement, and top traffic sources.
Explore LinkedIn, Twitter, and other active social profiles.
Identify top competitors based on similar business traits.
Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.
Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.
Thousands of companies, including Wealthspire Advisors, are just a search away.