Aspen Standard Wealth
Investment Management
New York, Ny, United States
22 employees
- Employees
- 22
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Aspen Standard Wealth Overview
- Headquarters
- New York, Ny, United States
- Website
- aspenstandardwealth.com
- Industry
- Investment Management
- Employees
- 22
- Founded
- 2024
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Aspen Standard Wealth
We built Aspen for RIA owners who are looking for a financially attractive option to transition ownership while preserving their legacy and unlocking their firm’s next chapter of growth. Our unique supported and decentralized model enables a transition of ownership while minimizing disruption for their clients and taking care of their people. Aspen is a perpetual capital partner that will guarantee the firms’ continued independence for generations, ensuring their people have rich and engaging careers and their clients can continue to rely on the same unparalleled service. Aspen supports its leadership teams with best-in-class talent development programs, strong marketing and business development teams, compliance support programs, and a path-to-partnership for high performing advisors. By partnering with Aspen, firms gain critical capabilities, maintain what is special about their firm, and avoid common pain points associated with other aggregators and integrators. Aspen is backed by Alpine Investors.
Aspen Standard Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Aspen Standard Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| James Cantwell 🎯 | Ria Technology Simplifier - Helping | Greater Phoenix Area, United States |
Email
Phone
|
| Richard C. Sarhaddi | General Counsel & Chief Compliance | Chicago, Illinois, United States |
Email
Phone
|
| Kate Moulton Chmielewski | Partner - Head of Marketing - Aspen | Greater Chicago Area, United States |
Email
|
| Bryan Jaffe | Executive IT Leader - Simplifying | Naperville, Illinois, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
VP / Head
1 profile
Compare Similar Companies to Aspen Standard Wealth
Advent
Investment Management
Alpine Investors
Financial Services
HGGC
Financial Services
Evergreen
Holding Companies
Access Holdings
Venture Capital And Private Equity Principals
Summitry
Financial Services
SKY Investment Group LLC
Investment Management
New England Private Wealth Advisors, LLC
Financial Services
Anchorage Partners
Venture Capital And Private Equity Principals
Westwood Technology Group
Venture Capital And Private Equity Principals