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Aspiriant

229 employees

We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.

Investor insights

Funding rounds participated in

$2.8M sweet spot round size

Investor type

Privately Held

Basic info

Industry

Investment Management

Sectors

Investment Management

Funding rounds raised

Total raised

$2.8M

from investors over 1 rounds

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Aspiriant raised $2.8M on October 30, 2018

FAQ