Insights

Acquisition Opportunity As First Ascent Asset Management is now part of GeoWealth, there may be cross-sell opportunities to offer GeoWealth's broader tech platform and TAMP capabilities to the combined advisor base and to monetize the integration through expanded investment solutions.

Tech Platform With a modern tech platform built for RIAs and a history of portfolio solutions, there is potential to position enhanced digital onboarding, portfolio construction, and reporting tools to attract advisory firms seeking streamlined operations and scalable solutions.

Flat-Fee Model First Ascent historically offered flat-fee portfolios, which can appeal to cost-conscious advisors; sales can target mid-market RIAs looking to replace or augment traditional AUM-based pricing with predictable fees.

Strategic Partnerships Recent collaborations, including Collective Wealth Planning and prior onboarding technology partnerships, suggest a receptive market for co-branded solutions, integrations, and referral/partner programs to grow distribution.

Growth Signals Acquisition by GeoWealth for a defined sum and ongoing portfolio launches indicate momentum; a sales outreach emphasizing continued innovation, enhanced due diligence capabilities, and expanded ESG and thematic options could resonate with growth-minded advisors.

First Ascent Asset Management Email Formats	Example	Percentage
First@firstascentam.com	John@firstascentam.com	93%
First.Last@firstascentam.com	John.Doe@firstascentam.com	7%

First Ascent Asset Management Email Formats

Example

Percentage

First@firstascentam.com

John@firstascentam.com

93%

First.Last@firstascentam.com

John.Doe@firstascentam.com

Frequently Asked Questions

What is First Ascent Asset Management's phone number?

You can contact First Ascent Asset Management's main corporate office by phone at

+1-720-465-****

. 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 First Ascent Asset Management's official website and social media links?

First Ascent Asset Management's official website is firstascentam.com and has social profiles on LinkedIn.

How much revenue does First Ascent Asset Management generate?

As of July 2026, First Ascent Asset Management's annual revenue is estimated to be <$1M.

What is First Ascent Asset Management's NAICS code?

First Ascent Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does First Ascent Asset Management have currently?

As of July 2026, First Ascent Asset Management has approximately 2 employees across 1 continents, including North America. Key team members include Client Service Coordinator: J. B.. Explore First Ascent Asset Management's employee directory with LeadIQ.

What industry does First Ascent Asset Management belong to?

First Ascent Asset Management operates in the Financial Services industry.

What technology does First Ascent Asset Management use?

First Ascent Asset Management's tech stack includes TwemojiIntercomYouTube.

What is First Ascent Asset Management's email format?

First Ascent Asset Management's email format typically follows the pattern of First@firstascentam.com. Find more First Ascent Asset Management email formats with LeadIQ.

When was First Ascent Asset Management founded?

First Ascent Asset Management was founded in 2015.

First Ascent Asset Management

Q: How many employees does First Ascent Asset Management have currently?

First Ascent Asset Management has approximately 2 employees.

Q: What industry does First Ascent Asset Management belong to?

First Ascent Asset Management operates in the Financial Services industry.

Q: What technology does First Ascent Asset Management use?

First Ascent Asset Management's tech stack includes Intercom, Twemoji, YouTube.

Q: When was First Ascent Asset Management founded?

First Ascent Asset Management was founded in 2015.

Q: What is First Ascent Asset Management's NAICS code?

First Ascent Asset Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States2-10 Employees

First Ascent Asset Management is a Denver, Colorado-based financial services firm that has operated as a turnkey asset management platform serving financial advisors. Its model emphasizes a flat-fee approach to portfolios and has introduced advisor-focused portfolios to support independent-minded practitioners. The company provides technology-enabled investment solutions designed for RIAs and other advisory practices seeking scalable portfolio construction and maintenance.

In March 2023, GeoWealth acquired First Ascent Asset Management, and the combined organization now operates as part of GeoWealth. The arrangement broadens the set of investment solutions available through GeoWealth's platform for independent advisors and RIAs.

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