Company profile

Aspen Standard Wealth

Helping RIAs unlock the next chapter of growth

Industry
Investment Management
Employees
29
Headquarters
New York, NY
Founded
2024
LinkedIn followers
2,784
Office locations
1

Aspen Standard Wealth company summary

Aspen Standard Wealth is a company in the Investment Management industry, headquartered in New York, NY, founded in 2024. On LinkedIn the company has around 29 employees and 2,784 followers. Its listed specialties include Wealth Management, Registered Investment Advisors, M&A, Private Equity, Organic Growth.

What technology does Aspen Standard Wealth use?

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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.

Specialties

Wealth ManagementRegistered Investment AdvisorsM&APrivate EquityOrganic GrowthCentralized SupportValue Added ServicesRecruitingFinancial Advisor DevelopmentMarketingBusiness Development

Where is Aspen Standard Wealth located?

Aspen Standard Wealth lists 1 location.

New York, NY, USHQ

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Frequently asked questions about Aspen Standard Wealth

What does Aspen Standard Wealth do?

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.

How many employees does Aspen Standard Wealth have?

Aspen Standard Wealth has around 29 employees on LinkedIn.

Where is Aspen Standard Wealth headquartered?

Aspen Standard Wealth is headquartered in New York, NY.

When was Aspen Standard Wealth founded?

Aspen Standard Wealth was founded in 2024.

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