Aspiriant

A leading independent wealth management firm.

General Information
Company Name
Aspiriant
Founded Year
2008
Location (Offices)
Los Angeles, United States +10
Founders / Decision Makers
Number of Employees
229
Industries
Financial Services, Wealth Management
Funding Stage
Series Unknown
Social Media

Aspiriant - Company Profile

Aspiriant is a leading independent wealth management firm that is 100% employee owned. Established in 2008, the company aims to bring clarity and peace of mind to its clients. As an independent wealth management firm, Aspiriant has structured its business model to be unique and sustainable, catering to the financial complexity of its clients. The firm offers a comprehensive range of services, including financial planning, investment management, tax management, estate planning, philanthropy, and more. With their focus on creating a personalized client experience, Aspiriant continues to grow alongside its clients, integrating financial planning, investment management, and ongoing execution. Emphasizing long-term partnerships, the company is committed to realizing their clients' vision for their lives. As of 30 September 2018, Aspiriant secured a $2.81M Venture Round investment. Headquartered in the United States, Aspiriant has built a strong reputation in the financial services and wealth management industries. For investors seeking opportunities in the wealth management sector, Aspiriant presents an appealing investment prospect, given its established presence, sustained growth, and dedication to client-centric services. With their demonstrated commitment to innovation and sustainable business practices, Aspiriant stands as a notable player in the wealth management landscape, offering potential for long-term returns and industry impact. For more information, interested parties can visit their website and get in touch with the company directly at https://aspiriant.com/contact/?utm_source=linkedin&utm_medium=banner&utm_campaign=business_page.

Taxonomy: Wealth management, Financial planning, Investment management, Tax management, Estate planning, Philanthropy, Independent firm, Employee-owned, Clarity, Peace of mind, Expert team, National presence, Client-focused, Holistic financial services

Funding Rounds & Investors of Aspiriant (1)

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Funding Stage Amount No. Investors Investors Date
Venture Round $2.81M - 30 Sep 2018

Latest News of Aspiriant

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No recent news or press coverage available for Aspiriant.

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