Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Ascend Advisory Group Logo
Ascend Advisory Group CB Rank
1369861
Heat Score
53
Ascend Advisory Group is a financial consultancy that offers asset allocation, tax, wealth and estate planning strategies.
Founded
obfuscation
Private Dublin, Ohio, United States11-50 www.ascendadvisory.com/
Asset Management
Consulting
Wealth Management
Overview

Ascend Advisory Group
Heat Score
53

Growth Score
pts
in past quarter
Heat Score 53
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Ascend Advisory Group

CB Rank
1369861
Ascend Advisory Group is a financial consultancy that offers asset allocation, tax, wealth and estate planning strategies.
Founded
obfuscation
Private Dublin, Ohio, United States11-50 www.ascendadvisory.com/
Asset Management
Consulting
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1.614.784.6000
Contact Email Info@ascendadvisory.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
A service that manages client portfolios through a team-based approach focusing on portfolio and tax efficiency.
Retirement Planning
A service that helps clients plan and manage their retirement savings and distributions.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 11
News
Technology
View Tech Report

Monthly Web Visits

549

IT Spend

$253.8KThis year, Ascend Advisory Group is projected to spend $253.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Demand-Supply Balancing Logo
Demand-Supply Balancing
92
Social Networking Logo
Social Networking
92
Red Hat Enterprise Linux Logo
Red Hat Enterprise Linux
90

Active Website Tech Count

2Ascend Advisory Group is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Ascend Advisory Group's headquarters? Ascend Advisory Group is located in Dublin, Ohio, United States.Who are Ascend Advisory Group's competitors? Alternatives and possible competitors to Ascend Advisory Group may include Cerity Partners, EP Wealth Advisors, and  Creative Planning.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(790e229 1)
|