NEW YORK, NY — March 25, 2026 — Wealthspire, an independent wealth management, retirement advisory, and business management firm with nearly $600 billion in assets under management or advisement,1 today announced the launch of WE by Wealthspire, a national women’s platform designed to foster connection, education, experiences, and opportunity for women.
WE by Wealthspire formalizes and amplifies a culture in which women build meaningful careers, lead, grow, and belong. The platform serves two core audiences: women across Wealthspire, spanning roles, regions, and career stages, and women in the firm’s broader community, including clients, partners, and centers of influence.
“WE by Wealthspire reflects who we have always been at our best – collaborative, inclusive, and deeply committed to helping people thrive,” said Mike LaMena, chief executive officer of Wealthspire. “Women today are shaping the future of wealth, business, and community leadership. This platform creates intentional space for connection and shared learning, reinforcing our mission to inspire trust and enrich lives.”
A Platform Built on Community and Confidence
WE by Wealthspire is grounded in a simple belief: meaningful progress happens together. As women influence and control a growing share of wealth, their expectations extend beyond financial outcomes. They seek trusted partners who understand the intersection of money, career, family, life transitions, and legacy.
Through thoughtfully curated programming and experiences, WE by Wealthspire supports whole-life wellbeing – including financial confidence – while strengthening long-term relationships rooted in intentionality and purpose.
“Financial conversations are deeply personal and often collective,” said Nataly Sogoloff, chief people officer of Wealthspire. “WE by Wealthspire creates space for women to connect authentically and support one another professionally, personally, and financially. When women move forward together, the impact is exponential.”
Four Pillars of WE by Wealthspire
WE by Wealthspire is structured around four core pillars:
- Community – Creating inclusive spaces for meaningful connection through national and regional gatherings, cross-generational dialogue, and shared experiences
- Education – Delivering accessible, relevant programming across financial topics, career development, leadership growth, life transitions, and overall wellbeing
- Experiences – Curating memorable national and local events that blend learning with connection and inspiration
- Access & Amplification – Elevating women leaders within Wealthspire while collaborating with clients, partners, and aligned organizations to expand opportunity and visibility
National Reach with Local Impact
Internal initiatives feature virtual networking opportunities, mentorship programs, leadership roundtables, regional community-building events, and a first-ever Wealthspire Women’s Leadership Summit beginning in 2026 in partnership with the Anya Institute for Human Revolution.
Externally, WE by Wealthspire will include events designed for women, participation in industry gatherings, sponsorships of women-focused initiatives, and collaboration with community organizations dedicated to advancing equity and opportunity.
For more information about WE by Wealthspire, visit wealthspire.com/about/we-by-wealthspire.
About Wealthspire
Wealthspire is an independent wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices,1 we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.
Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com.
Media Contact:
Gregory for Wealthspire
wealthspire@gregoryagency.com
1 Reflects combined data as of 6/30/25 for Wealthspire Advisors LLC, Fiducient LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, Newport Private Wealth, Inc and affiliates unless otherwise indicated.
