Spreadwise

Spreadwise company information, Employees & Contact Information

Updated May 2026

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Spreadwise is a Financial Services company and founded in 2025. It has approximately 3 employees on record. Contact data was last refreshed in May 2026. Find Spreadwise's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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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— for Advisors, by Advisors Spreadwise was founded by Alex and Wayne Goldstein — who saw firsthand how limited and outdated traditional liquidity solutions had become.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
2025
Address
West Palm Beach, Us
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
https://www.spreadwise.ai/
Keywords
Unlock Institutional Grade Liquidity at Treasury Level Rates.
HQ
West Palm Beach
Competitors
Medina Ventures, Bellwether Creation Company LLC, K2 Sports Marketing, Omaha Beach Capital, LLC, Candor Venture Partners (Acq. By Austin Capital), Boogli™, Irreplaceable Institute, HGA Chartered Professional Accountants, Spence Labs, Original Ventures.
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