Institutional Investment Resources Tailored to Your Firm

Wealthspire delivers customized consulting services to advisory firms looking to elevate efficiency and drive client success. Firms gain access to our research, analytics, and investment management resources through a collaborative partnership built around what your firm needs most.

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An Extension of Your Team

We harness decades of experience helping clients prosper to deliver the investment infrastructure advisory firms need, without the cost of building it internally. Whether you’re a growing RIA, a breakaway team establishing independence, a planning-based firm deepening your investment offering, or an aggregator platform looking to attract and retain advisory talent, we have the resources, the expertise, and the flexibility to support you.

Who We Serve

Growing Advisory Firms

Growing firms gain access to specialized expertise in market analysis, asset allocation, and manager due diligence. You focus on core activities and client relationships while we enhance your investment infrastructure.

Breakaway Advisory Firms

Advisors establishing independence face the immediate challenge of building seamless investment processes from the ground up. We provide the research, the portfolio framework, and the continuity that lets breakaway teams hit the ground running, with flexible solutions that scale as the firm evolves.

Planning-Based Firms

Tax and financial planning firms can access specialized investment management expertise without compromising their core services. We provide market analysis, manager due diligence, and asset allocation guidance, allowing you to deepen your offering and differentiate without displacing the planning-first identity that defines your firm.

Aggregator Platform Firms

Through a partnership with Wealthspire, aggregator platforms can enhance their value proposition by leveraging our expertise to attract and retain advisory teams. Our due diligence capabilities, market analysis, and asset allocation processes bolster credibility and create differentiated appeal.

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Tailored Engagement Offerings

We build each partnership around what your firm needs most. Choose the model that's right for you.

Fully Outsourced

For firms that want comprehensive investment research without maintaining internal staff, we provide thorough due diligence, customized investment strategies, ongoing monitoring, and proactive risk management. While you focus on client relationships and business growth, we handle the investment work behind the scenes.

Extension of Your Team

For firms that need to expand internal research capabilities, we integrate directly with your existing process. We provide institutional-grade tools and advanced analytics that your team incorporates into investment decisions, while you maintain your autonomy and brand identity.

Partnership Services

Capital Markets and Asset Allocation

  • Annually updated 10- and 20-year Capital Market Assumptions
  • Integration of CMAs with financial planning software
  • Asset allocation optimization via our Frontier Engineer®

Alternative Investment Manager Due Diligence

  • Private market manager due diligence (direct and fund-of-funds)
  • Marketable alternative due diligence (direct and fund-of-funds)
  • Alternative investment topical resources

Reporting Capabilities

  • Model portfolio performance reporting

Public Market Manager Due Diligence

  • Public investment manager due diligence
  • Ad-hoc flash memos on key manager developments
  • Detailed manager search comparative analyses

Marketing and Client Communication

  • Access to 100+ pieces of marketing and client communication collateral each year
  • Comprehensive annual Financial Planning Guide
  • Market commentary resources
  • Annual market outlook

Additional Services

  • Ability to private label Wealthspire resources and insights
  • Access to Wealthspire's Annual Investor Conference
  • Ongoing investment committee and advisor calls

Ready to Explore a Partnership?

Our team brings decades of experience delivering institutional investment resources to advisory firms of every size and structure. Let's talk about what your firm needs most.

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Frequently Asked Questions

In a fully outsourced engagement, we handle all investment research, due diligence, and portfolio strategy on your behalf. In an extension of team engagement, we integrate with your existing internal research process, expanding your capabilities without replacing them. We work with each firm to determine which model fits best.
Yes. Our alternative investment due diligence covers both private market strategies and marketable alternatives across direct and fund-of-funds structures, giving partner firms access to institutional-grade analysis in this space.
Yes. Partner firms can private label our research, market commentary, and client communication materials, allowing you to deliver institutional-quality content under your own brand.
We provide the investment infrastructure, research continuity, and portfolio frameworks that allow firms to establish or maintain seamless investment processes through periods of transition. Our flexible solutions are designed to scale as your business evolves.
Yes. We work with firms across the size and growth spectrum. Whether you area newly independent team building your investment process from scratch or an established firm looking to expand your capabilities, we have the resources and flexibility to support you.