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March 6, 2023

Best Places to Work 2023: 13. Wealthspire Advisors

Founded in 1995, Wealthspire Advisors is one of the largest independent registered investment advisory firms in the country with 19 offices in the Northeast, Mid-Atlantic, Midwest and West Coast and 280-plus employees.

Check out the other 2023 Best Places to Work

Employee Benefits: Pays 80% of medical and dental insurance for employees and their dependents and 80% and 75%, respectively, for dental. Offers contribution to health savings account up to $2,400. Kindbody program reimburses up to $20,000 for third-party services like adoption, donor and surrogacy, fertility and family building treatments.

DEI Efforts: Partners with Financial Alliance for Race Equity (FARE) program, which links firm with black colleges and universities to increase underrepresented groups within industry. Attends diversity-focused career fairs and has established a DEI task force. Resource groups for women, people with disabilities and members and allies of LGBTQ communities seek to promote opportunities for growth/leadership.

Wealthspire Advisors

CT Main Office: Westport

Industry: Finance

Website: www.wealthspire.com

Top Local Executive: Michael Delgass, Managing Director

 

 

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