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.
Company Details
- Employees
- 22
- Founded
- -
- Address
- New York, Ny, Us
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://aspenstandardwealth.com/
- Keywords
- Wealth Management, Registered Investment Advisors, M&A, Private Equity, Organic Growth, Centralized Support, Value Added Services, Recruiting, Financial Advisor Development, Marketing, Business Development.
- HQ
- New York, NY
Aspen Standard Wealth Questions
Aspen Standard Wealth's website is https://aspenstandardwealth.com/
Aspen Standard Wealth's LinkedIn profile is https://www.linkedin.com/company/aspen-standard-wealth
Aspen Standard Wealth has
22 employees.
View email and phone details for 22
employees at Aspen Standard Wealth.
Aspen Standard Wealth's industry is
Investment Management
Aspen Standard Wealth's top competitors are
Access Holdings,
Anchorage Partners,
Westwood Technology Group,
New England Private Wealth Advisors, Llc,
Advent,
Sky Investment Group Llc,
Evergreen,
Hggc,
Alpine Investors,
Summitry.
Aspen Standard Wealth's categories are Investment Management
Aspen Standard Wealth's founding year is 2024
