Wealthspire Advisors - M&A Summary and Business Overview

Financial ServicesCompany

Wealthspire Advisors M&A Summary

Wealthspire Advisors has acquired 5 companies, including 5 in the last 5 years.

Wealthspire Advisors has acquired in 5 different US states. The Company’s most targeted sectors include financial services (80%) and business services (20%).

Wealthspire Advisors Business Overview

Where is Wealthspire Advisors headquartered?

Wealthspire Advisors is headquartered in New York, New York.

How many employees does Wealthspire Advisors have?

Wealthspire Advisors has 165 employees.

What sector is Wealthspire Advisors in?

Wealthspire Advisors is a financial services company.

When was Wealthspire Advisors founded?

Wealthspire Advisors was founded in 1995.

M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity5
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Advisors 1

Wealthspire Advisors

Wealthspire Advisors LLC

521 5th Avenue, 15th Floor,
New York, New York 10175
United States,
www.wealthspire.com

Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the Northeast, Mid-Atlantic, and Midwest. Wealthspire Advisors are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. Wealthspire Advisors was founded in 1995 and is based in New York City.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # - - 1 1 1 2 5
Sell (0.0/yr) # - - - - - - 0
  5

Most Recent M&A

Company Date Value Type
Judith Heft & Associates 2024-09-16 - Add-on Acquisition
Stamford, Connecticut · www.judithheft.com
Walden Wealth Partners LLC 2024-05-08 - Add-on Acquisition
Beachwood, Ohio · www.waldenwealth.com
Heron Financial Group LLC 2023-03-23 - Add-on Acquisition
New York, New York · www.heronwealth.com
Sage Financial Advisors, Inc. 2022-11-29 - Add-on Acquisition
West Conshohocken, Pennsylvania · www.sagefinancial.com
Private Ocean LLC 2021-11-22 - Add-on Acquisition
San Rafael, California · www.privateocean.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 4 (80%) - - -
Business Services 1 (20%) - - -
Total 5 - - -

By Geo

State/Country Buy Value Sell Value
United States 5 - - -
  Pennsylvania 1 - - -
  Ohio 1 - - -
  New York 1 - - -
  Connecticut 1 - - -
  California 1 - - -
Total 5 - - -

Top M&A Advisors

Legal Deals
Ropes & Gray
 2

Company Summary

SECTOR

Financial Services

Employees

165

Established

1995

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