Company profile

Aspen

Powering advisers - with a premium outsourced investment solution.

Industry
Financial Services
Employees
19
Headquarters
Edinburgh
Founded
2019
Office locations
1

Aspen company summary

Aspen is a company in the Financial Services industry, headquartered in Edinburgh, founded in 2019. On LinkedIn the company has around 19 employees. Its listed specialties include Investments, Risk Parity, Bespoke portfolio management, Wealth Management, Fund selection.

What technology does Aspen use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Aspen

Aspen provides a Managed Portfolios Service (MPS) and proprietary Portfolio Discovery technology, to Financial Advisers. The Aspen managed portfolio solution for advisers sets itself apart in choice, service and delivery. Our premium MPS offers the most comprehensive range of managed portfolios on the market, including: 25 main portfolios and 8 thematic satellite portfolios – to suit a wide variety of investor requirements. For a great adviser-client experience in investment selection, we provide partner adviser firms access to our portfolio discovery software. Our tool helps advisers isolate core objectives and risk profile of their client, leading to a suitable portfolio selection. Please get in touch with us to find out more.

Specialties

InvestmentsRisk ParityBespoke portfolio managementWealth ManagementFund selectionAsset allocationPortfolio constructionAsset ManagementData scienceAI

Where is Aspen located?

Aspen lists 1 location.

Edinburgh, GB, GBHQ

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Frequently asked questions about Aspen

What does Aspen do?

Aspen provides a Managed Portfolios Service (MPS) and proprietary Portfolio Discovery technology, to Financial Advisers. The Aspen managed portfolio solution for advisers sets itself apart in choice, service and delivery. Our premium MPS offers the most comprehensive range of managed portfolios on the market, including: 25 main portfolios and 8 thematic satellite portfolios – to suit a wide variety of investor requirements. For a great adviser-client experience in investment selection, we provide partner adviser firms access to our portfolio discovery software. Our tool helps advisers isolate core objectives and risk profile of their client, leading to a suitable portfolio selection. Please get in touch with us to find out more.

How many employees does Aspen have?

Aspen has around 19 employees on LinkedIn.

Where is Aspen headquartered?

Aspen is headquartered in Edinburgh.

When was Aspen founded?

Aspen was founded in 2019.

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