Brand Partnerships with WSR

Wealth Solutions Report (WSR) is a B2B media brand covering the people and companies of the wealth management space. Led by industry veteran Larry Roth, WSR proudly offers sponsorship opportunities for your brand.

Reaching over 154,500 accounts in 2022, Wealth Solutions Report offers actionable insights for industry participants by industry experts. Our audience is a curated list of IBD and RIA executives, financial advisors, family office leaders, financial advisor recruiters, and third-party solutions providers from wealthtech and asset management.

Brands looking to connect with our audience can do so through the following:  

  • Email newsletters to a curated list of wealth management industry professionals
  • Native articles hosted on the Wealth Solutions Report website
  • The Pathfinders Awards, a series of invitation-only awards honoring prominent senior executives of minority and underrepresented backgrounds
  • The Wealth Exemplar Awards, honoring top firms across various spaces within the industry, individuals who have shown decades of achievement in leadership, and impactful M&A transactions each year 
  • Custom content designed to access WSR’s deep industry contacts and our hyper-focused list of targets

For more information about Sponsorship Opportunities, please contact Drew Brophy, Jr., Director of Digital Community Engagement, or David Smith, Third-Party Content Consultant.

Download Our Media Kit

To download our media kit, please complete the form below.

Sign Up for Our Newsletters

Sign Up for Our Newsletters