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Spreadwise was founded by Alex and Wayne Goldstein — who saw firsthand how limited and outdated traditional liquidity solutions had become.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

Org chart

Teams

Offices

Spreadwise

Org chart

Teams

Offices

Related companies