Acquisition Growth First Ascent Asset Management was acquired by GeoWealth in March 2023, highlighting recent consolidation efforts in the RIA technology and asset management space, which could present cross-selling opportunities for innovative technology solutions.
Technology Integration The company utilizes modern tech stack components like Twemoji, Intercom, and YouTube, demonstrating a focus on client engagement and digital presence that could be expanded with advanced onboarding or client communication tools.
Niche Portfolio Offerings First Ascent has launched ESG-focused portfolios and factor-based strategies, indicating a specialization in sustainable and advanced investment products that could appeal to advisors seeking to differentiate their offerings.
Strategic Partnerships Their partnership with Collective Wealth Planning for portfolio construction suggests an openness to collaborations, providing opportunities to introduce complementary services such as risk management or analytics solutions.
Financial Scale With revenue under 1 million dollars and a small team, First Ascent presents an opportunity to offer scalable, cost-effective technological enhancement solutions tailored for small to mid-sized wealth management firms seeking growth.
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$100M$250MFirst Ascent Asset Management uses 3 technology products and services including Twemoji, Intercom, YouTube, and more. Explore First Ascent Asset Management's tech stack below.
| First Ascent Asset Management Email Formats | Percentage |
| First@firstascentam.com | 47% |
| First.Last@firstascentam.com | 3% |
| First@firstascentam.com | 47% |
| First.Last@firstascentam.com | 3% |
Financial ServicesUnited States11-50 Employees
First Ascent Asset Management is now a part of GeoWealth. First Ascent Asset Management was acquired by GeoWealth in March 2023. Together, we now offer independent-minded advisors an even greater breadth of investment solutions via a modern tech platform built for RIAs. Check it out at: geowealth.com
Company Overview
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Funding & FinancialsFirst Ascent Asset Management's revenue is estimated to be in the range of $1M
Funding & FinancialsFirst Ascent Asset Management's revenue is estimated to be in the range of $1M
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