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Insights

Acquisition synergies First Ascent Asset Management was acquired by GeoWealth in March 2023, creating a combined platform that can cross-sell independent advisor solutions and broaden investment offerings through a modern RIA tech stack.

Tech platform fit GeoWealth’s turnkey asset management platform (TAMP) combined with First Ascent’s flat-fee portfolio approach suggests opportunities to upsell ongoing advisory services and consolidated tech solutions to independent RIAs seeking efficiency and scale.

Recent portfolio moves Historical launches of ESG and Factor Select portfolios indicate a readiness to adopt specialized, theme-based strategies; target advisory firms seeking ESG integration or factor-based mandates.

SMB focus With a small team (2-10 employees) and revenue under a million dollars, the company offers a compelling channel for growth partnerships, lightweight onboarding solutions, and co-marketing arrangements with GeoWealth to reach smaller independent advisors.

Growth opportunities Strategic partnerships with asset managers and planning firms (examples include Collective Wealth Planning) point to collaboration opportunities in portfolio construction and maintenance services, expanding the value proposition for RIAs looking for outsourced, turnkey capabilities.

Similar companies to First Ascent Asset Management

First Ascent Asset Management Tech Stack

First Ascent Asset Management uses 3 technology products and services including Twemoji, Intercom, YouTube, and more. Explore First Ascent Asset Management's tech stack below.

  • Twemoji
    Font Scripts
  • Intercom
    Live Chat
  • YouTube
    Video Players

Media & News

First Ascent Asset Management's Email Address Formats

First Ascent Asset Management uses at least 2 email formats:
First Ascent Asset Management Email FormatsExamplePercentage
First@firstascentam.comJohn@firstascentam.com
93%
First.Last@firstascentam.comJohn.Doe@firstascentam.com
7%

Frequently Asked Questions

What is First Ascent Asset Management's phone number?

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconFirst Ascent Asset Management's official website is firstascentam.com and has social profiles on LinkedIn.

How much revenue does First Ascent Asset Management generate?

Minus sign iconPlus sign icon As of August 2026, First Ascent Asset Management's annual revenue is estimated to be <$1M.

What is First Ascent Asset Management's NAICS code?

Minus sign iconPlus sign iconFirst Ascent Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does First Ascent Asset Management have currently?

Minus sign iconPlus sign iconAs of August 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?

Minus sign iconPlus sign iconFirst Ascent Asset Management operates in the Financial Services industry.

What technology does First Ascent Asset Management use?

Minus sign iconPlus sign iconFirst Ascent Asset Management's tech stack includes Twemoji, Intercom and YouTube.

What is First Ascent Asset Management's email format?

Minus sign iconPlus sign iconFirst 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?

Minus sign iconPlus sign iconFirst Ascent Asset Management was founded in 2015.
First Ascent Asset Management logo

First Ascent Asset Management

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.

Section iconCompany Overview

Phone number
+1-720-465-****
Website
firstascentam.com
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • <$1M

    First Ascent Asset Management's revenue is estimated to be in the range of <$1M

Company Leadership

  • Client Service Coordinator at First Ascent Asset Management
    J. B.
    Client Service Coordinator
    Mobile Phone

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