Insights

Wealth Management Awards Aspiriant has been recognized with prestigious awards in wealth management, including the 2023 Best Private Wealth Manager over $5B in Client Service award. Leveraging these accolades can help build credibility and trust with potential clients seeking top-tier financial services.

Technology Integration With a tech stack featuring tools like Quickbooks Online, Bloomberg, and Marketo, Aspiriant demonstrates a commitment to leveraging cutting-edge technology in their operations. Positioning these technological capabilities as solutions that enhance client experiences can differentiate the company in a competitive market.

Strategic Investments Aspiriant strategically invests substantial amounts in various assets such as American International Group, Inc., Danimer Scientific, and Invesco Taxable Municipal Bond ETF. Utilizing these investments as success stories can showcase the company's financial acumen and expertise to potential clients looking for sound investment opportunities.

Top-Tier Talent Acquisition Recent hires like Mike King as General Counsel highlight Aspiriant's commitment to bringing onboard industry experts. Highlighting key personnel additions can attract prospects seeking financial guidance from seasoned professionals with a track record of success.

Employee Ownership Structure Aspiriant stands out as a 100% employee-owned firm, emphasizing a unique ownership structure that aligns company success with employee dedication. Positioning this employee-centric ownership model can resonate with potential clients looking for personalized and committed wealth management services.

Aspiriant Tech Stack

Aspiriant uses 8 technology products and services including Quickbooks Online, Bloomberg, WordPress Super Cache, and more. Explore Aspiriant's tech stack below.

  • Quickbooks Online
    Accounting
  • Bloomberg
    Accounting And Finance
  • WordPress Super Cache
    Caching
  • MySQL
    Database
  • Paychex
    Human Resource Management System
  • FancyBox
    Javascript Libraries
  • Marketo
    Marketing Automation
  • Google Tag Manager
    Tag Management

Media & News

Aspiriant's Email Address Formats

Aspiriant uses at least 1 format(s):
Aspiriant Email FormatsExamplePercentage
flast@aspiriant.comJDoe@aspiriant.com
96%
last@aspiriant.comDoe@aspiriant.com
2%
f.last@aspiriant.comJ.Doe@aspiriant.com
1%
first.last@aspiriant.comJohn.Doe@aspiriant.com
1%

Frequently Asked Questions

Where is Aspiriant's headquarters located?

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Aspiriant's main headquarters is located at 11100 Santa Monica Blvd. Suite 600 Los Angeles, CA 90025 US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Aspiriant's phone number?

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You can contact Aspiriant's main corporate office by phone at +1-310-806-4000. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Aspiriant's stock symbol?

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Aspiriant is a publicly traded company; the company's stock symbol is N/A.

What is Aspiriant's official website and social media links?

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Aspiriant's official website is aspiriant.com and has social profiles on LinkedIn.

How much revenue does Aspiriant generate?

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As of May 2024, Aspiriant's annual revenue reached $75M.

What is Aspiriant's SIC code NAICS code?

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Aspiriant's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Aspiriant have currently?

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As of May 2024, Aspiriant has approximately 220 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: R. F.Chief Marketing Officer: C. D.Chief Investment Officer: J. A.. Explore Aspiriant's employee directory with LeadIQ.

What industry does Aspiriant belong to?

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Aspiriant operates in the Financial Services industry.

What technology does Aspiriant use?

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Aspiriant's tech stack includes Quickbooks OnlineBloombergWordPress Super CacheMySQLPaychexFancyBoxMarketoGoogle Tag Manager.

What is Aspiriant's email format?

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Aspiriant's email format typically follows the pattern of . Find more Aspiriant email formats with LeadIQ.

How much funding has Aspiriant raised to date?

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As of May 2024, Aspiriant has raised $2.8M in funding. The last funding round occurred on Sep 30, 2018.
Aspiriant

Aspiriant

Financial ServicesCalifornia, United States201-500 Employees

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.

Section iconCompany Overview

Headquarters
11100 Santa Monica Blvd. Suite 600 Los Angeles, CA 90025 US
Phone number
+1-310-806-4000
SIC Code
6282 - Investment Advice
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $2.8M

    Aspiriant has raised a total of $2.8M of funding over 1 rounds. Their latest funding round was raised on Sep 30, 2018.

  • $50M$100M

    Aspiriant's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $2.8M

    Aspiriant has raised a total of $2.8M of funding over 1 rounds. Their latest funding round was raised on Sep 30, 2018.

  • $50M$100M

    Aspiriant's revenue is in the range of $50M$100M

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