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Insights

Expanding Investment Portfolio Aspiriant has recently made significant investments in various assets like American International Group, Danimer Scientific, Invesco Taxable Municipal Bond ETF, and iShares U.S. Energy ETF, which indicates potential opportunities for cross-selling or upselling financial services to these investee companies.

Industry Recognition Aspiriant has been recognized with prestigious awards like the 2023 Best Private Wealth Manager over $5B in Client Service and the 2022 Diversity, Equity, and Inclusion award. Leveraging these achievements can serve as a strong sales pitch to attract new clients who value award-winning financial services.

Strategic Hiring With the recent appointment of Mike King as General Counsel and Mike Lavalle as Director in Wealth Management, Aspiriant seems focused on strengthening its leadership team. Leveraging their expertise can open doors for business development by showcasing a team of industry experts to potential clients.

Financial Strength Aspiriant's revenue falls between $50M to $100M, indicating a healthy financial position within the industry. Highlighting the company's financial stability and track record can instill confidence in potential clients looking for a reliable and established wealth management firm.

Tech-Driven Approach Aspiriant utilizes a tech stack that includes tools like Bloomberg, Marketo, and Google Tag Manager, showcasing a modern and tech-savvy approach to wealth management. Emphasizing the integration of technology in delivering personalized financial solutions can attract clients seeking innovative financial services.

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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?

Minus sign iconPlus sign iconAspiriant'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?

Minus sign iconPlus sign icon You can contact Aspiriant's main corporate office by phone at
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+1-310-806-****
. 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?

Minus sign iconPlus sign iconAspiriant is a publicly traded company; the company's stock symbol is N/A.

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

Minus sign iconPlus sign iconAspiriant's official website is aspiriant.com and has social profiles on LinkedIn.

How much revenue does Aspiriant generate?

Minus sign iconPlus sign icon As of October 2024, Aspiriant's annual revenue reached $75M.

What is Aspiriant's SIC code NAICS code?

Minus sign iconPlus sign iconAspiriant's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Aspiriant have currently?

Minus sign iconPlus sign iconAs of October 2024, Aspiriant has approximately 227 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: R. F.Chief Executive Officer: C. J.Chief Client Officer: S. B.. Explore Aspiriant's employee directory with LeadIQ.

What industry does Aspiriant belong to?

Minus sign iconPlus sign iconAspiriant operates in the Financial Services industry.

What technology does Aspiriant use?

Minus sign iconPlus sign iconAspiriant's tech stack includes Quickbooks OnlineBloombergWordPress Super CacheMySQLPaychexFancyBoxMarketoGoogle Tag Manager.

What is Aspiriant's email format?

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

How much funding has Aspiriant raised to date?

Minus sign iconPlus sign icon As of October 2024, Aspiriant has raised $2.8M in funding. The last funding round occurred on Sep 30, 2018 for $2.8M.
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.

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Section iconCompany Overview

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

Section iconMedia & News

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 in the amount of $2.8M.

  • $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 in the amount of $2.8M.

  • $50M$100M

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

Company Leadership

Employee Directory

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