Total Funding
83
75
Total FundingVenture - Series Unknown raised
Growth Score
-4 pts
Heat Score
10 pts
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
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
41655
Aspiriant is a leading, independent wealth management firm that specializes in investment management and wealth planning services.
- John Allen: Chief Investment Officer
- Rob Francais: Co-Founder, Chief Executive Officer and PartnerPast Role: Deloitte & Touche, Tax Partner
About the Company
Aspiriant is a leading, independent wealth management firm that specializes in investment management and wealth planning services. Most clients come to us in the midst of a life transition like a sale of their business, divorce, inheritance or IPO. They are smart, busy folks who look for a partner to simplify complexity, help achieve their
long-range goals and help make good financial decisions that align with their values.
Our 100% employee ownership model allows us to remain truly independent, align the interests of employees and clients and serve families for generations. We serve clients nationwide, through 10 offices and over 45 states.
