Wealthspire's acquisition of Private Ocean featured in Barron's

NEW YORK—May 5, 2026—Wealthspire, an independent wealth management, institutional advisory, and business management firm, today announced it has entered into an agreement to acquire Fi3 Advisors (“Fi3”), an Indianapolis-based boutique advisory firm with approximately $1.2 billion in assets under management (AUM).* The transaction builds on a decade-long relationship between Fi3 and Wealthspire’s Fiducient Advisors and reflects the continued expansion in serving high net worth and ultra-high net