On May 5, 2026, Wealthspire Advisors announced its plan to acquire Fi3 Financial Advisors.
Wealthspire Advisors (“Wealthspire”) announced, on May 5, 2026, its plan to acquire Fi3 Financial Advisors (“Fi3”). Fi3 will continue to operate with the same client and firm leadership team. Further terms of the transaction were not disclosed.
Wealthspire, based in New York, is an independent registered investment advisor providing wealth management, institutional advisory, and business management services. As of March 30, 2026, Wealthspire had approximately $97.5 billion in assets under management.
Fi3, based in Indianapolis, Indiana, is an independent registered investment advisor specializing in financial planning and investment management services for high-net-worth families. As of March 24, 2026, Fi3 had approximately $1.2 billion in assets under management.
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