Articles from Wealthspire

Wealthspire, an independent wealth management, retirement advisory, and business management firm with more than $580 billion in assets under management or advisement,1 today announced it has entered into an agreement to acquire RoundAngle Advisors, a Red Bank, New Jersey-based registered investment advisory firm. The addition underscores Wealthspire’s ongoing commitment to partnering with advisors who share its focus on strong client relationships, thoughtful planning, and personalized advice.

With the completion of Madison Dearborn Partners’ acquisition of five NFP businesses from Aon on Oct. 30, 2025, Wealthspire has established itself as a newly-formed independent firm to serve clients across the wealth, institutional, and retirement markets.