Company Email Format Management

Aspiriant

Investment Management United States 233 employees IVOL

Employees: 233
Contacts: 3
Emails: 3
Phones: 2

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Aspiriant Overview

Headquarters: United States
Phone Number: Available in AeroLeads
Website: aspiriant.com
Industry: Investment Management
Employees: 233
Stock Symbol: IVOL
Funding: 2.8M
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Wealth Management Financial Planning Investment Management Family Office Estate Planning Charitable Giving Tax Planning Risk Management Concentrated Stock Wealth Compensation Structuring Legacy Planning Succession Planning

About Aspiriant

We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.

Aspiriant Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Aspiriant Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jeanette Gorgas		United States	Email
Karen Blodgett	Director of Wealth Management, Partner		View
Doug Hendrickson	Simplifying Financial Complexity as CFO	San Francisco Bay Area, United States	Email Phone
Laurie Flenner	Director - Engagement & Talent	Los Angeles, California, United States	Email Phone