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Wealthspire Advisors

Institutional Investor New York, United States ·Founded 1995

Overview

Wealthspire Advisors is an independent registered investment advisor offering comprehensive wealth management services. The firm provides financial planning, investment management, family office, and outsourced chief investment officer (OCIO) services, bringing together experts in various aspects of wealth management to serve its clients. Wealthspire Advisors has been recognized as a top RIA firm by Barron’s, Forbes/Shook, and Financial Advisor Magazine, reflecting its commitment to excellence in the wealth management industry.

Investment Focus

Accredited investors only
Long-term investment horizon

Portfolio Companies

AppleMicrosoftAmazonFacebookGoogleSamsungNvidiaTeslaIntelSalesforceIBMNetflixAdobeOracleCisco

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Frequently asked questions about Wealthspire Advisors

What sectors does Wealthspire Advisors invest in?

Wealthspire Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. Wealthspire Advisors is listed as a institutional investor in the ConnectSafely investor database.