Ascent Wealth Partners
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
89 Genesee St, New Hartford, New York, 1...Phone Number
(315) 624-7300Website
www.ascentwealthpartners.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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Apr
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ZI Rank
1
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1
About Ascent Wealth Partners
Ascent Wealth Partners provides investment management, financial planning, and wealth solutions tailored for successful individuals, families, business owners, and retirement plan sponsors. They operate under a fiduciary standard, ensuring objective advice free from conflicts of interest. With a disciplined investment strategy and a focus on client-specific planning, they also specialize in business succession planning. Based in New York, they serve clients across the country, managing over $1.5 billion in assets.Explore more
Ascent Wealth Partners Org Chart
CB
Associate
BK
Partner
NE
Partner
RH
Partner and Wealth Management Advisor
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Partner and Associate Wealth Management Advis...
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Partner and Wealth Management Advisor
LK
Senior Partner
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Partner
JB
Senior Portfolio Analyst
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Revenue
Number of Employees
Type
Funding
Founded In
Ascent Wealth Partners
<$5M
11-50
Private
<$5M
2011
CL
Christopher LaiChief Investment Officer & Partner
Company Profile Activity
Activity Insights
Ascent Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Ascent Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ascent Wealth Partners.
Ascent Wealth Partners financials insights
Gather financial insights about Ascent Wealth Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Ascent Wealth Partners Tech Stack
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Ascent Wealth Partners provides investment management, financial planning, and wealth solutions tailored for successful individuals, families, business owners, and retirement plan sponsors. They operate under a fiduciary standard, ensuring objective advice free from conflicts of interest. With a disciplined investment strategy and a focus on client... Read More
