Company

Spreadwise

Financial Services West Palm Beach, Florida, United States 3 employees

Employees: 3
Contacts: 2
Emails: 2
Phones: 2

www.spreadwise.ai LinkedIn

Spreadwise Overview

Headquarters: West Palm Beach, Florida, United States
Website: www.spreadwise.ai
Industry: Financial Services
Employees: 3
Founded: 2025
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Unlock Institutional Grade Liquidity at Treasury Level Rates

About Spreadwise

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— for Advisors, by Advisors Spreadwise was founded by Alex and Wayne Goldstein — who saw firsthand how limited and outdated traditional liquidity solutions had become.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.

Spreadwise Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage
Phone contacts: 2; 100.0% coverage

Spreadwise Org Chart

Sample employees and titles

Name	Title	Location	Contact
Peter Larsen	Product Advisor - 2x Exited Founder	Los Angeles Metropolitan Area, United States	Email Phone
Raul Ernesto Henriquez	Venture Capitalist	Miami, Florida, United States	Email Phone