Aspen

Financial Services • Edinburgh, Scotland, United Kingdom • 11-20 Employees

Company overview

Headquarters	Edinburgh, Scotland, United Kingdom
Phone number	+441007296
Website	aspenadvisers.com
NAICS	52
Keywords	Investments, Wealth Management, Asset Allocation, Asset Management, AI, Data Science, Portfolio Construction, Bespoke Portfolio Management, Fund Selection, Risk Parity
Founded	2019
Employees	11-20

Key Contacts at Aspen

Andrew Spence

Chief Executive Officer

Wenda Field

Non Executive Director

Reid Huber

Director

Francis Walker

Regional Director - North

Angus Jack

Director

Christina Collette

Principal Owner

Maarten Muetgeert

Sap Solution Owner For Inspect To Release

Stan Freeman

Owner/Manager

Zak Cirovic

Owner

Whitney Straub

Director Of Guest Experience

Aspen Email Formats

Aspen uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@aspenadvisers.com), used 50% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@aspenadvisers.com	50%
{first name}.{last name}	john.doe@aspenadvisers.com	50%

About Aspen

Aspen provides a Managed Portfolios Service (MPS) and proprietary Portfolio Discovery technology, to Financial Advisers. The Aspen managed portfolio solution for advisers sets itself apart in choice, service and delivery. Our premium MPS offers the most comprehensive range of managed portfolios on the market, including: 20 Core portfolios and 8 thematic Satellite portfolios – to suit a wide variety of investor requirements. For a great adviser-client experience in investment selection, we provide partner adviser firms access to our portfolio discovery software. Our tool helps advisers isolate core objectives and risk profile of their client, leading to a suitable portfolio selection. Please get in touch with us to find out more.

Aspen revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	No funding