Insights

Wealth Manager Awards Aspiriant has been recognized with prestigious awards like the 2023 Best Private Wealth Manager over $5B in Client Service award. This recognition showcases the firm's excellence in client service, presenting an opportunity to leverage this credibility to attract new high-net-worth clients.

Recent Investments Aspiriant has made significant investments in various assets such as American International Group, Danimer Scientific, Invesco Taxable Municipal Bond ETF, and iShares U.S. Energy ETF. This demonstrates a proactive approach to portfolio management and an opportunity to engage with clients interested in similar investments.

Industry Expert Hires The recent appointment of Mike King as General Counsel highlights Aspiriant's commitment to strengthening its leadership team. Leveraging the expertise of new hires like Mike King could open doors to engaging with clients seeking tailored legal and wealth management solutions.

Sustainability Focus Aspiriant is an employee-owned firm that emphasizes sustainability and long-term growth. With a focus on creating clarity and peace of mind for clients, the company's sustainability values present an opportunity to resonate with environmentally conscious investors.

Technology Integration Aspiriant utilizes a variety of technologies such as Xero, WordPress, and NetSuite to streamline operations and enhance client experiences. Leveraging their tech stack can showcase the firm's innovative approach, attracting clients looking for a seamless and tech-savvy wealth management experience.

Aspiriant Tech Stack

Aspiriant uses 8 technology products and services including Xero, TrackJS, WordPress, and more. Explore Aspiriant's tech stack below.

  • Xero
    Accounting
  • TrackJS
    Analytics
  • WordPress
    Content Management System
  • NetSuite
    E-commerce
  • Paychex
    Human Resource Management System
  • Lightbox
    Javascript Libraries
  • Elementor
    Page Builders
  • Adobe Creative Suite
    Visualisation Software

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 icon
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?

Minus sign iconPlus sign icon
You can contact Aspiriant's main corporate office by phone at . 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 icon
Aspiriant 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 icon
Aspiriant'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 April 2025, Aspiriant's annual revenue reached $75M.

What is Aspiriant's SIC code NAICS code?

Minus sign iconPlus sign icon
Aspiriant'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 icon
As of April 2025, Aspiriant has approximately 228 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 icon
Aspiriant operates in the Financial Services industry.

What technology does Aspiriant use?

Minus sign iconPlus sign icon
Aspiriant's tech stack includes XeroTrackJSWordPressNetSuitePaychexLightboxElementorAdobe Creative Suite.

What is Aspiriant's email format?

Minus sign iconPlus sign icon
Aspiriant'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 April 2025, 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.

Section iconCompany Overview

Headquarters
11100 Santa Monica Blvd. Suite 600 Los Angeles, CA 90025 US
Phone number
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 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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.