Wellspring Associates
Wellspring Associates is a source of continual wealth preservation, wealth transfer, and philanthropic ideas, strategies, and solutions. Our planning provides clarity for complex issues faced by families of wealth, family offices, and professional advisers.
7-day free trial · no credit card
Verified contacts
9
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
107
organic / mo
Sign up free to see all 9 verified contacts at Wellspring Associates
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- JS
John S. Adams
Partner · General Business & Management
EmailPhone - AM
Azil Malan
Senior Client Manager · Customer/Client Service
EmailPhone - BC
Brian C. Friedman
Managing Director · General Business & Management
EmailPhone - AL
Audrey Léger McCalla
Senior Client Manager · Customer/Client Service
EmailPhone - KR
Kelly Reaves
Senior Executive Assistant · General Business & Management
EmailPhone - GR
Greg Raabe
President · General Business & Management
EmailPhone - JL
Jay L. Thacker
Chief Financial Officer · Finance & Accounting
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Wellspring Associates
7 distinct titles indexed · top 7 shown.
- 2senior client manager
- 1chief financial officer
- 1managing director
- 1partner
- 1president
- 1senior executive assistant
- 1senior tax consultant
Sign up to unlock all 9 contacts at Wellspring Associates
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Wellspring Associates
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.