Wealthspire Advisors

wealthspire.com

financial services

wealthspire.com

New York, New York, United States

201-500 employees

27500000 revenue

LinkedIn Profile

About Wealthspire Advisors

esg investing, philanthropy, compliance, retirement planning, executive compensation, estate planning, legacy planning, impact investing strategies, other financial investment activities, wealth transfer strategies, investment advisory, investment strategies, charitable giving, long-term wealth growth, wealth preservation, financial planning, executive compensation planning, multigenerational wealth planning, private wealth management, esg and sustainable investing

Wealthspire Advisors's Tech Stack

AI/ML

Decision Makers at Wealthspire Advisors

1 contact

Troy Solland

VP, Advisory Technology

t***@privateocean.com Sign up to view

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34 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

CRMs like Salesforce signal an active sales operation. Companies using Salesforce are strong targets for sales training, RevOps tools, data enrichment, and Salesforce integrations.

Wealthspire Advisors's Position in the StackWho Database

• Wealthspire Advisors is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 23,956 companies in New York are in the StackWho database.
• 1,120 financial services companies are in the 201-500 employee range (same size as Wealthspire Advisors).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated August 2026.

Frequently Asked Questions

What technology does Wealthspire Advisors use?

Wealthspire Advisors uses Salesforce, UltraDns, Sendgrid, Outlook, CloudFlare Hosting, Microsoft Azure Hosting, and 28 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Wealthspire Advisors?

StackWho has verified email addresses for 1 decision maker at Wealthspire Advisors. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Wealthspire Advisors directly for sales, recruiting, or partnerships.

What industry is Wealthspire Advisors in?

Wealthspire Advisors operates in the financial services industry, headquartered in New York, New York, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Wealthspire Advisors's contact data?

Yes. StackWho Pro members can export decision maker contact data for Wealthspire Advisors and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.