Wealthspire, an independent wealth management, institutional advisory and business management firm, has announced it has entered into an agreement to acquire Fi3 Advisors, an Indianapolis-based boutique advisory firm with approximately $1.2 billion in assets under management (AUM).
The transaction builds on a decade-long relationship between Fi3 and Wealthspire’s Fiducient Advisors and reflects the continued expansion in serving high net worth and ultra-high-net-worth families following the launch of Wealthspire Family Office earlier this year. As part of Wealthspire, Fi3’s clients will benefit from expanded financial planning and investment resources, broader access to specialized expertise and an integrated platform designed to support increasingly complex financial needs. This includes access to Wealthspire’s Family Office capabilities, which bring together advanced tax and estate planning, lifestyle management, family office accounting and trust services to serve th
