Wealthspire Unveils Wealthspire Institutional, Osaic Taps President
Wealthspire Unveils Wealthspire Institutional
Wealthspire, a wealth management, retirement and endowment advisory, and business management firm, announced the formation and expansion of Wealthspire Institutional.
The newly organized division represents a core pillar of the broader Wealthspire organization, which was launched last month following the integration of Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, Wealthspire Retirement Advisory, and Ground Control Business Management. Collectively, the organization oversees more than $580 billion in assets under management or advisement.
The institutional division aims to deliver enhanced scale, deeper research resources, and expanded fiduciary and stewardship support while maintaining a boutique service model. The platform brings together retirement advisory and endowment and foundation consulting, offering both traditional and outsourced chief investment officer (OCIO)/3(38) fiduciary services. These integrated capabilities are designed to address growing client needs around cost efficiency, governance, and long-term asset stewardship.
Mike Goss will lead the division while serving in dual roles as chief revenue officer (CRO) of Wealthspire and president of Wealthspire Institutional.
“Wealthspire Institutional gives our clients the benefit of true scale without sacrificing the personalized and attentive service they expect from us,” said Goss. “I believe our combined talent and resources exponentially strengthen the advice and experience we deliver, positioning us to support organizations of all sizes. It’s an exciting moment for our clients and for our team.”
The division includes approximately 350 professionals serving clients nationwide.
The Fiducient Advisors brand will sunset in 2026, marking an important step in Wealthspire’s evolution toward a unified brand experience across all segments.
Next Article: Osaic Taps President, Head of Advisor Growth + Engagement