Insights

Sustainable Wealth Management Aspiriant is an employee-owned wealth management firm with a sustainable business model, making it an attractive choice for clients seeking long-term financial solutions. Highlighting the firm's unique approach to financial planning and commitment to growth can resonate well with clients looking for stability and reliability in their wealth management partners.

Expansion through Strategic Investments Recent investments by Aspiriant in companies like American International Group, Danimer Scientific, and Invesco Taxable Municipal Bond ETF showcase strategic expansion opportunities. Leveraging these investments as case studies can appeal to prospects interested in aligning their financial goals with successful investment strategies and market trends.

Industry Recognition and Awards With accolades such as the 2023 Best Private Wealth Manager over $5B in Client Service award and the 2022 Diversity, Equity, and Inclusion award, Aspiriant has built a reputation for excellence and inclusivity in the wealth management sector. Utilizing these awards as social proof can help in positioning the firm as a trusted and distinguished partner for potential clients seeking top-tier financial services.

Top Talent Acquisition The hiring of industry professionals like Mike King as General Counsel showcases Aspiriant's commitment to expertise and leadership in wealth management. Highlighting key personnel appointments can accentuate the firm's dedication to providing clients with seasoned professionals who can guide them through complex financial decisions, potentially attracting clients looking for experienced advisors.

Competitive Landscape and Market Positioning In a sector populated with firms like Brighton Jones, Fisher Investments, Edelman Financial Engines, and Mercer Advisors, Aspiriant's revenue bracket and employee count position it favorably among competitors. Positioning the firm's financial health and team size against its peers can help differentiate Aspiriant and showcase its capability to handle diverse client portfolios effectively.

Aspiriant Tech Stack

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

  • Quickbooks Online
    Accounting
  • QuickBooks
    Accounting And Finance
  • WordPress
    Content Management System
  • MySQL
    Database
  • ADP
    Human Resource Management System
  • jQuery Migrate
    Javascript Libraries
  • Google
    Miscellaneous
  • 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?

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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 . 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 December 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 December 2024, Aspiriant has approximately 230 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?

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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 OnlineQuickBooksWordPressMySQLADPjQuery MigrateGoogleAdobe Creative Suite.

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 December 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.

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

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