ML

Michael Lamena

Chief Executive Officer

Wealthspire Advisors

New York, New York


Contact Information

Email
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Company Information

Company
Wealthspire Advisors
Industry
financial services
Employees
420.0
Seniority
C suite
Annual Revenue
80000000.0

Technologies

Salesforce UltraDns Sendgrid Outlook CloudFlare Hosting Microsoft Office 365 Microsoft Azure Hosting Google Cloud Hosting Amazon AWS Hubspot WP Engine Flywheel Google Tag Manager Google Font API Google Dynamic Remarketing Mobile Friendly Linkedin Marketing Solutions Google Maps (Non Paid Users) Facebook Widget Nginx Facebook Custom Audiences DoubleClick Conversion Facebook Login (Connect) DoubleClick WordPress.org Google Analytics Google Maps AdRoll CrazyEgg Vimeo Circle Python Flutter Android SharePoint Remote AI Basis

Keywords

wealth management financial planning investment strategies executive compensation life transitions estate planning tax planning charitable giving impact investing client reporting wealth advising portfolio construction asset management financial consulting planning for women executive benefits resource guides financial education personalized service risk management retirement strategies multigenerational planning alternative investments financial aspirations business succession planning diversity & inclusion client experience financial literacy audit readiness financial goals compliance wealth preservation financial advisors strategic asset allocation investment philosophies family office services financial transitions divorce financial planning income distribution life insurance planning financial literacy workshops regulatory compliance 10b5-1 plans executive financial needs employee compensation management foundational financial principles high net worth advisory services investment management financial services law practice legal services management consulting

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