Wealthspire LLC

Wealthspire is a New York-based financial services firm specializing in wealth management, institutional advisory, and business management. Founded in 1995, the firm operates with a mission to provide comprehensive financial solutions as a fiduciary advisor, prioritizing client interests. Its headquarters are located in New York, NY.

The firm offers a broad range of services including financial planning, investment management, retirement advisory, family office services, outsourced chief investment officer (OCIO), estate planning, tax and gift planning, charitable giving, executive compensation, and lifestyle consulting. Wealthspire serves a diverse client base, including individuals, families, executives, institutions, high net worth investors, pension plans, and corporations. As of June 30, 2025, Wealthspire oversees over $580 billion in assets under management or advisement.

In late 2025, Wealthspire underwent a significant restructuring, as private equity firm Madison Dearborn Partners acquired five NFP Corp. businesses from Aon PLC, integrating them under the unified Wealthspire brand. This consolidation brought together Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, Wealthspire Retirement Advisory, and Ground Control Business Management. Michael LaMena serves as the CEO, leading the firm's strategy which includes an aggressive acquisition campaign, exemplified by the agreement to acquire Fi3 Advisors in May 2026. This strategic positioning aims to establish Wealthspire as one of North America's most comprehensive and multidisciplinary advisory platforms.