Fundz

Wealthspire Appoints Mike LaMena as Chief Executive Officer

PRIVATEDec 09, 2025

Position

President

Company

Wealthspire

Carl Nelson
New YorkFinancial ServicesFinanceFintech

Description

Wealthspire has appointed Mike LaMena as Chief Executive Officer and announced several other executive positions to lead its next phase of growth and integration. The firm aims to enhance client experience and expand its capabilities through a new leadership structure.

Quick answer

Wealthspire Appoints Mike LaMena as Chief Executive Officer (December 9, 2025). Wealthspire is based in New York, New York, United States.

What did Wealthspire announce on December 9, 2025?
Wealthspire has appointed Mike LaMena as Chief Executive Officer and announced several other executive positions to lead its next phase of growth and integration. The firm aims to enhance client experience and expand its capabilities through a new leadership structure.
What does Wealthspire do?
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
Where is Wealthspire based?
Wealthspire is based in New York, New York, United States.
Which similar companies made leadership changes around the same time?
NewEdge Capital Group (December 9, 2025), Manappuram Finance (December 9, 2025), Circle Internet Group, Inc. (December 9, 2025) and Nukkleus (December 9, 2025) also announced leadership changes within 45 days of Wealthspire.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Wealthspire, and when

A new leader at Wealthspire brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day Wealthspire raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Wealthspire, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Wealthspire. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Wealthspire

Location

New York, New York, United States

About

Wealthspire is a leading 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.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Wealthspire changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Michael
Likely contact at this company
••••••••@••••••••

See Michael's verified email →

Brent
Likely contact at this company
••••••••@••••••••

See Brent's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Wealthspire's next move

Learn about Strategic plan

Wealthspire changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.