Acquisition Momentum Wealthspire plans to acquire Fi3 Financial Advisors, expanding assets under management and client reach, creating cross sell opportunities across wealth management, retirement advisory, and family office services.

Cross Border Growth Serving clients across the United States, Canada, and the United Kingdom with a unified platform creates opportunities to win multinational endowments, institutions, and high net worth individuals with integrated wealth, retirement, and institutional services.

Family Office Platform The launch of Wealthspire Family Office and WE by Wealthspire signals capabilities to deliver high touch family office services and women focused programs to wealthy families and professional networks.

Talent and Credibility Industry recognitions such as Forbes Top Wealth Advisors Best In State and Best Places to Work support credibility, aiding outreach to endowments, institutions, and high net worth clients.

Scale and Tech Advantage A large scale assets under management and a robust technology stack including Relius, Python, and advanced client reporting enables selling tech enabled advisory, outsourced CIO, portfolio analytics, and retirement plan services to larger institutions and endowments.