Rewriting the Liquidity Playbook — for Advisors, by Advisors
Spreadwise was founded by Alex and Wayne Goldstein — who saw firsthand how limited and outdated traditional liquidity solutions had become. Frustrated by the lack of tax-aware borrowing options for their clients, they built SpreadWise to bring institutional-grade tools like box spreads into the hands of modern advisors.
Their mission is simple: empower advisors with smarter planning solutions that preserve AUM, protect portfolios, and put you — not a bank or custodian — in control.
Company Details
- Employees
- 3
- Founded
- -
- Address
- West Palm Beach, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.spreadwise.ai/
- HQ
- West Palm Beach
Spreadwise Questions
Spreadwise's website is https://www.spreadwise.ai/
Spreadwise's LinkedIn profile is https://www.linkedin.com/company/spreadwise
Spreadwise has
3 employees.
View email and phone details for 3
employees at Spreadwise.
Spreadwise's industry is
Financial Services
Spreadwise's categories are Financial Services
Spreadwise's founding year is 2025
