Ascendant Financial Solutions - Crunchbase Company Profile & Funding

Overview

Ascendant Financial Solutions

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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

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About Ascendant Financial Solutions

CB Rank

1829769

Ascendant Financial Solutions provides financial planning services designed to personalize financial plans for individuals and families.

Acquired by

Heffernan Financial Services

Founded

obfuscation

Private

Flagstaff, Arizona, United States

1-10

www.ascendant-financial.com/

Asset Management

Financial Services

Details

Operating Status

Active

Company Type

For Profit

Phone Number

+1 (844) 671-3835

Contact Email

info@ascendant-financial.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services

Personalized financial planning tailored to individuals and families to help manage retirement, investments, and other financial goals.

Tax Loss Harvesting and End-of-Year Tax Planning

A strategy to reduce taxable capital gains by selling investments at a loss to offset gains, applied in taxable accounts to optimize tax liabilities.

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Financials

M&A Details

Ascendant Financial Solutions

was acquired by

Heffernan Financial Services

obfuscation

Transaction Name

Ascendant Financial Solutions acquired by Heffernan Financial Services

Acquired by

Heffernan Financial Services

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Contacts

News

Technology

View Tech Report

IT Spend

$102.4K

This year,

Ascendant Financial Solutions

is projected to spend

$102.4K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Multimedia Monitor	94
Security Camera	94
Playbook	84

Active Website Tech Count

Ascendant Financial Solutions

is actively using

technologies for its website, according to BuiltWith. These include

SPF

U.S. Server Location

, and

DMARC

Lists Featuring This Company

Asset Management Companies With Fewer Than 10 Employees

8,516 Number of Organizations • $6.1B Total Funding Amount • 870 Number of Investors

Flagstaff Companies

394 Number of Organizations • $93.8M Total Funding Amount • 28 Number of Investors

Western US Asset Management Companies

3,017 Number of Organizations • $50.3B Total Funding Amount • 803 Number of Investors

Companies That Exited in 2023 (Top 10K)

9,876 Number of Organizations • $261.2B Total Funding Amount • 13,469 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Ascendant Financial Solutions

's headquarters?

Ascendant Financial Solutions

is located in

Flagstaff, Arizona, United States

Who are

Ascendant Financial Solutions

's competitors? Alternatives and possible competitors to

Ascendant Financial Solutions

may include

SMG

Concentus Wealth Advisors

, and

Creekside Partners