Insights

Growing Client Assets Greenspring Advisors manages over 6 billion dollars in assets, indicating strong market presence and ongoing opportunities to offer advanced wealth management solutions and complementary financial products.

Recent Service Enhancements The firm recently launched enhancements to its private wealth management services, creating openings to cross-sell premium advisory, estate planning, and tailored investment strategies to high-net-worth individuals and family offices.

Expansion Through Mergers Greenspring's recent acquisitions and mergers, including the integration of ISI Financial Group, suggest active growth plans—opportunities exist to introduce additional specialized financial services or technology integrations.

Focus on Retirement Planning With recognition as a top retirement plan advisor and a focus on fiduciary governance, there is potential for selling workforce retirement solutions, plan administration tools, or compliance services to institutional clients.

Targeted Regional Growth The firm's geographic expansion into Maryland, New Jersey, and Pennsylvania presents sales opportunities for local financial technology platforms, client onboarding solutions, and regional marketing collaborations to deepen market penetration.

Greenspring Advisors Tech Stack

Greenspring Advisors uses 8 technology products and services including WordPress, Salesforce, Apple iCloud Mail, and more. Explore Greenspring Advisors's tech stack below.

  • WordPress
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Apple iCloud Mail
    Email
  • TweenMax
    Javascript Frameworks
  • Envoy
    Load Balancers
  • Ruby
    Programming Languages
  • Yoast SEO
    Search Engines
  • Piwik
    System Analytics & Monitoring

Media & News

Greenspring Advisors's Email Address Formats

Greenspring Advisors uses at least 1 format(s):
Greenspring Advisors Email FormatsExamplePercentage
First.Last@greenspringadvisors.comJohn.Doe@greenspringadvisors.com
49%
FLast@greenspringadvisors.comJDoe@greenspringadvisors.com
1%
First.Last@greenspringadvisors.comJohn.Doe@greenspringadvisors.com
49%
FLast@greenspringadvisors.comJDoe@greenspringadvisors.com
1%

Frequently Asked Questions

Where is Greenspring Advisors's headquarters located?

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Greenspring Advisors's main headquarters is located at 1 West Pennsylvania Avenue, Suite 500. The company has employees across 1 continents, including North America.

What is Greenspring Advisors's phone number?

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You can contact Greenspring Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Greenspring Advisors's official website and social media links?

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Greenspring Advisors's official website is greenspringadvisors.com and has social profiles on LinkedIn.

What is Greenspring Advisors's NAICS code?

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Greenspring Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Greenspring Advisors have currently?

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As of December 2025, Greenspring Advisors has approximately 68 employees across 1 continents, including North America. Key team members include Chief Operating Officer: A. T.President: M. G.Partner & Ceo: P. C.. Explore Greenspring Advisors's employee directory with LeadIQ.

What industry does Greenspring Advisors belong to?

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Greenspring Advisors operates in the Financial Services industry.

What technology does Greenspring Advisors use?

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Greenspring Advisors's tech stack includes WordPressSalesforceApple iCloud MailTweenMaxEnvoyRubyYoast SEOPiwik.

What is Greenspring Advisors's email format?

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Greenspring Advisors's email format typically follows the pattern of First.Last@greenspringadvisors.com. Find more Greenspring Advisors email formats with LeadIQ.

When was Greenspring Advisors founded?

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Greenspring Advisors was founded in 2004.

Greenspring Advisors

Financial ServicesMaryland, United States51-200 Employees

Please be aware of hiring scams. Communications regarding potential employment will only come from current Greenspring Advisors' employees who can be found on our website here: https://greenspringadvisors.com/about/team/. Do not provide personal information through your LinkedIn inbox; we will never ask you to provide any information via LinkedIn beyond your application for a role.

Founded in 2004, Greenspring Advisors has been recognized as one of the country’s fastest-growing registered investment advisors (RIAs) and was formed to provide objective, independent advice to private investors and institutional clients. 

The firm provides comprehensive financial planning and investment advisory services to high-net worth individuals and has been recognized as one of the industry's top retirement plan advisors, assisting publicly-traded, privately held and non-profit clients on all aspects of their corporate retirement plans including fiduciary governance, investments, fees, plan design, provider management, and participant education and advice.  

Greenspring Advisors currently advises clients on more than $6 billion in assets.

For disclosure information please see: https://greenspringadvisors.com/about/social-media-disclosures/

Section iconCompany Overview

Headquarters
1 West Pennsylvania Avenue, Suite 500
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Greenspring Advisors's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Greenspring Advisors's revenue is estimated to be in the range of $50M$100M

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