Aspen Standard Wealth
Investment Management • 
Manhattan, New York, United States • 11-20 Employees
Company overview
| Headquarters | Manhattan, New York, United States |
| Website | |
| NAICS | 5231 |
| Keywords | Financial Advisor Development, Private Equity, Wealth Management, Recruiting, Value Added Services, Marketing, M&A, Business Development, Registered Investment Advisors, Organic Growth, Centralized Support |
| Founded | 2024 |
| Employees | 11-20 |
| Socials |
Key Contacts at Aspen Standard Wealth
Aly Kassim-Lakha
Chief Executive Officer
John Rajes
Chief Technology Officer
Aspen Standard Wealth Email Formats
Aspen Standard Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@aspenstandardwealth.com), used 84.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@aspenstandardwealth.com | 84.6% |
{first name}{last name} | johndoe@aspenstandardwealth.com | 15.4% |
About Aspen Standard Wealth
We built Aspen for RIA owners who are looking for a financially attractive option to transition ownership while preserving their legacy and unlocking their firm’s next chapter of growth. Our unique supported and decentralized model enables a transition of ownership while minimizing disruption for their clients and taking care of their people. Aspen is a perpetual capital partner that will guarantee the firms’ continued independence for generations, ensuring their people have rich and engaging careers and their clients can continue to rely on the same unparalleled service. Aspen supports its leadership teams with best-in-class talent development programs, strong marketing and business development teams, compliance support programs, and a path-to-partnership for high performing advisors. By partnering with Aspen, firms gain critical capabilities, maintain what is special about their firm, and avoid common pain points associated with other aggregators and integrators. Aspen is backed by Alpine Investors.
Aspen Standard Wealth revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
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Employees
Employees by Department
Aspen Standard Wealth has 9 employees across 6 departments.
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Number of employees
Funding Data
Aspen Standard Wealth has never raised funding before.
Aspen Standard Wealth Tech Stack
Discover the technologies and tools that power Aspen Standard Wealth's digital infrastructure, from frameworks to analytics platforms.
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