Wealthspire Advisors
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
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Unlock full contacts →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.
What stage does Wealthspire Advisors invest at?
Wealthspire Advisors backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Wealthspire Advisors invest in?
Wealthspire Advisors invests across United States, United Kingdom and Canada.
What companies has Wealthspire Advisors invested in?
Wealthspire Advisors's portfolio includes Apple, Microsoft, Amazon, Facebook, Google, Samsung, Nvidia and Tesla.
Last updated · Source: ConnectSafely investor database
