Aspen Standard Wealth Overview
- Year Founded
-
2024
- Status
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Private
- Employees
-
30
- Latest Deal Type
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Platform
- Financing Rounds
-
1
- Investments
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8
Aspen Standard Wealth General Information
Description
Provider of acquisition and partnership services intended to empower investment advisors. The company offers acquisition services, marketing support, talent placement, succession planning guidance, networking opportunities, and operational resources, providing investment advisors with resources to maintain autonomy and preserve legacies.
Contact Information
Website
www.aspenstandardwealth.comCorporate Office
- 363 7th Avenue, 9th Floor
- New York, NY 10001
- United States
Corporate Office
- 363 7th Avenue, 9th Floor
- New York, NY 10001
- United States
Aspen Standard Wealth Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Aspen Standard Wealth Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Aspen Standard Wealth Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Aspen Standard Wealth Investments & Acquisitions (8)
Aspen Standard Wealth’s most recent deal was a Buyout/LBO with Cullen Investment Group. The deal was made on 06-Oct-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Cullen Investment Group | 06-Oct-2026 | Buyout/LBO | Asset Management | ||
| Denver Private Wealth Management | 05-Aug-2026 | Buyout/LBO | Asset Management | ||
| CWS Financial Advisors | 01-Jul-2026 | Buyout/LBO | Asset Management | ||
| BlueSky Wealth Advisors | 03-Mar-2026 | Buyout/LBO | Asset Management | ||
| MG Financial (Asset Management) | 06-Aug-2025 | Merger/Acquisition | Asset Management |
Aspen Standard Wealth Affiliates
Subsidiaries (7)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| CWS Financial Advisors | Kalamazoo, MI | 2018 | |
| Denver Private Wealth Management | Denver, CO | 2014 | |
| SKY Investment Group | Hartford, CT | 2005 | |
| New England Private Wealth Advisors | Wellesley, MA | 2005 | |
| Summitry | Foster City, CA | 2003 |
Aspen Standard Wealth FAQs
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When was Aspen Standard Wealth founded?
Aspen Standard Wealth was founded in 2024.
-
Where is Aspen Standard Wealth headquartered?
Aspen Standard Wealth is headquartered in New York, NY.
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What is the size of Aspen Standard Wealth?
Aspen Standard Wealth has 30 total employees.
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What industry is Aspen Standard Wealth in?
Aspen Standard Wealth’s primary industry is Holding Companies.
-
Is Aspen Standard Wealth a private or public company?
Aspen Standard Wealth is a Private company.
-
What is Aspen Standard Wealth’s current revenue?
The current revenue for Aspen Standard Wealth is .
-
Who are Aspen Standard Wealth’s investors?
Alpine Investors has invested in Aspen Standard Wealth.
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