Sage Financial Advisors
- Company typePrivate
- Founded1995
- HeadquartersReno, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Sage Financial Advisors firmographics
Firmographics- Name
- Sage Financial Advisors
- Legal name
- Wealthspire LLC
- Website
- https://sagefinancialadvisors.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Sage Financial Advisors industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)
Keywords
Where Sage Financial Advisors is headquartered
LocationHeadquarters
- HQ city
- Reno
- HQ country
- United States
- HQ region
- North America
Offices13 records
Markets served
Sage Financial Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Fee-based wealth management and financial planning services for individuals, families, executives, attorneys, business owners, and institutional clients including endowments and foundations
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom advisory services tailored to client needs |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Sage Financial Advisors product offering
Product offeringCore offering
Wealthspire is a registered investment adviser that delivers fee-based wealth management and financial planning services. It offers an integrated platform spanning financial planning, investment management, retirement advisory, family office services, and outsourced CIO (OCIO) services. The firm serves high-net-worth individuals, families, executives, attorneys, business owners, and institutional clients such as endowments and foundations.
Product overview
Wealthspire operates as an integrated wealth management platform combining multiple service offerings including wealth management, retirement advisory, endowment and foundation advisory, and business management. The platform includes core service modules such as Financial Planning, Investing, Retirement Advisory Services, Family Office Services, and Outsourced CIO (OCIO) Services. The company also offers specialized sub-brands including ASPIRE by Wealthspire, WE by Wealthspire, and Rising Gen targeting different client segments. The platform is supported by affiliated subsidiaries Fiducient Advisors, Ground Control Business Management, and Newport Private Wealth.
Differentiator
Problem solved
Functional benefit
Brands
- ASPIRE by Wealthspire: Service offering for experienced advisors
- WE by Wealthspire
- Rising Gen
Products and services
- Wealthspire Wealth Management Platform
- Financial Planning
- Investment Management
- Retirement Advisory Services
- Wealthspire Family Office
- Outsourced Chief Investment Officer (OCIO) Services
- Business Management Services
- Rising Gen Multi-Generational Wealth Planning
Companies that use Sage Financial Advisors
Customer profileSegments7 records
Ideal customer profiles7 records
Sage Financial Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Sage Financial Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Fiducient AdvisorscoreAffiliate entity providing investment consulting and advisory services as part of the integrated Wealthspire platform. Part of the combined $580B+ assets under management or advisement as of 6/30/2025.
- Ground Control Business ManagementcoreAffiliate providing business management services for business owners and entrepreneurs, integrated into the Wealthspire platform for comprehensive client services.
- Newport Private WealthcoreAffiliate wealth management firm based in Canada (Newport Private Wealth Inc.) part of the integrated platform. Combined entity manages $580B+ in assets as of 6/30/2025.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Sage Financial Advisors competitors and assessment
Company assessmentDirect peers
- Carson Group: RIA platform serving HNW households with financial planning, investing, and coaching; comparable relationship-based model with significant advisor headcount.
- Edelman Financial Engines: Large national RIA combining planning, investment management, and workplace plan advisory; comparable scale and HNW/mass-affluent targeting.
- Mercer Advisors: Large national RIA offering wealth management, financial planning, and OCIO to HNW households; similar HNW focus, integrated platform, and multi-state footprint.
- Cerity Partners: Wealth management, business advisory, and OCIO firm formed through multiple RIA roll-ups; similar integrated platform and HNW institutional client mix.
- Hightower Advisors: RIA platform partnering with breakaway advisors to deliver HNW wealth management; closely mirrors Wealthspire's advisor-led, multi-affiliate go-to-market.
- Focus Financial Partners: Large partnership-based RIA platform serving HNW clients with affiliated advisor firms, comparable scale (~$350B+ AUM at the time of its 2023 take-private), and a similar consolidator strategy.
- Mariner Wealth Advisors: National RIA platform with integrated wealth management, retirement plan, OCIO, and family-office services, plus multiple acquired subsidiaries—directly comparable integrated model.
- Creative Planning: Nationwide RIA offering wealth management, retirement, and family-office services to HNW individuals; comparable in scale (~$330B+ AUM) and breadth of service modules.
- Bessemer Trust: Private wealth management firm dedicated to HNW and UHNW families, offering investment management, trust, and family-office services—comparable UHNW specialization and service mix.
Broad incumbents
- Brown Brothers Harriman (BBH Wealth Management): Established private bank and wealth manager serving HNW/UHNW families with integrated investment management, trust, and family-office services—broader incumbent with overlapping capabilities.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Sage Financial Advisors social profiles
Digital presenceSage Financial Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sage Financial Advisors leadership team
Management profileNumber of profiles
Sage Financial Advisors subsidiaries and ownership
Company hierarchySubsidiaries4 records
Sage Financial Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sage Financial Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sage Financial Advisors
What does Sage Financial Advisors do?
Wealthspire is a registered investment adviser that delivers fee-based wealth management and financial planning services. It offers an integrated platform spanning financial planning, investment management, retirement advisory, family office services, and outsourced CIO (OCIO) services. The firm serves high-net-worth individuals, families, executives, attorneys, business owners, and institutional clients such as endowments and foundations.
Is Sage Financial Advisors a public or private company?
Sage Financial Advisors is a private company. It is classified as unknown and is currently operating.
When was Sage Financial Advisors founded?
Sage Financial Advisors was founded in 1995. It employs 1 to 10 people.
Where is Sage Financial Advisors based?
Sage Financial Advisors is headquartered in Reno, United States, in the North America region.
How does Sage Financial Advisors make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Sage Financial Advisors's main competitors?
Direct peers on record are Carson Group, Edelman Financial Engines, Mercer Advisors, Cerity Partners, Hightower Advisors, Focus Financial Partners, Mariner Wealth Advisors, Creative Planning and Bessemer Trust. Brown Brothers Harriman (BBH Wealth Management) is listed as a broad incumbent.
Does Sage Financial Advisors have an API?
No public API is recorded for Sage Financial Advisors.
What industry is Sage Financial Advisors in?
Sage Financial Advisors's product category is Wealth Management Services. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments). Its NAICS code is 523940 and its SIC code is 6282.