Aspen Standard Wealth
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Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

379 W Broadway, New York, New York, 1001...

Revenue

$8.8 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
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ZI Rank
1
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2

About Aspen Standard Wealth

Aspen Standard Wealth is a boutique wealth management firm dedicated to helping high-net-worth individuals and families navigate complexities of investment, financial planning, and legacy building with personalized service, disciplined strategies, and long-term focus. The firm provides holistic financial solutionsincluding portfolio management, tax-efficient investing, retirement planning, philanthropic advisory, and risk managementrooted in a commitment to alignment with client goals and values. With a client-centric philosophy, Aspen Standard Wealth leverages deep investment experience and high-touch relationships to craft customized plans that integrate market insights, alternative investments, and robust succession strategies designed to preserve and grow wealth across generations. The firm places emphasis on transparency, communication, and education, ensuring clients stay informed and empowered throughout their financial journey. Whether guiding trustees, family offices, or entreRead more
Aspen Standard Wealth's Social MediaPopular SearchesAspen Standard WealthSIC Code 62,628NAICS Code 52,523Show more

Aspen Standard Wealth Org Chart

Aly Kassim-Lakha, Chief Executive Officer at Aspen Standard Wealth
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Chief Executive Officer

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JW
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Chief Revenue Officer

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BJ
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Chief Technology Officer

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Kevin DiSano, President at Aspen Standard Wealth
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President

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Saul Weiner, Chief People Officer at Aspen Standard Wealth
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Chief People Officer

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JI
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Head Senior VP, Partnerships

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Company Profile Activity

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Among all Finance companies

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Activity Insights

Aspen Standard Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Aspen Standard Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Aspen Standard Wealth.

Aspen Standard Wealth Tech Stack

A closer look at the technologies used by Aspen Standard Wealth

Most Recent Scoops

Person-Based
Executive Moves
Hiring Plans
Aspen Standard Wealth has more open roles in Marketing than it has had at any time in the past 12 months.
Hiring Plans
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
New Hire
Executive Move
Executive Moves, New Hire
Hiring Plans
Hiring Plans
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Frequently Asked Questions Regarding Aspen Standard Wealth

What is Aspen Standard Wealth's official website?
Aspen Standard Wealth's official website is www.aspenstandardwealth.com
What is Aspen Standard Wealth's Revenue?
Aspen Standard Wealth's revenue is $8.8 Million
What is Aspen Standard Wealth's SIC code?
Aspen Standard Wealth's SIC: 62,628
What is Aspen Standard Wealth's NAICS code?
Aspen Standard Wealth's NAICS: 52,523
How many employees does Aspen Standard Wealth have?
Aspen Standard Wealth has 11-50 employees
What industry does Aspen Standard Wealth belong to?
Aspen Standard Wealth is in the industry of: Finance, Securities Trading
What companies has Aspen Standard Wealth acquired?
Aspen Standard Wealth has acquired the companies: Dhk Financial Advisors, lifestreamfinancial.com, Pleasanton Financial Advisors, New England Private Wealth Advisors
What technology does Aspen Standard Wealth use?
Some of the popular technologies that Aspen Standard Wealth uses are: TIBCO Spotfire Data Science (formerly Alpine Data), HubSpot, Outreach.io, Salesforce
Who is the CTO of Aspen Standard Wealth?
Aspen Standard Wealth's CTO is Bryan Jaffe
What does Aspen Standard Wealth do?

Aspen Standard Wealth is a boutique wealth management firm dedicated to helping high-net-worth individuals and families navigate complexities of investment, financial planning, and legacy building with personalized service, disciplined strategies, and long-term focus. The firm provides holistic financial solutionsincluding portfolio management, tax... -efficient investing, retirement planning, philanthropic advisory, and risk managementrooted in a commitment to alignment with client goals and values. With a client-centric philosophy, Aspen Standard Wealth leverages deep investment experience and high-touch relationships to craft customized plans that integrate market insights, alternative investments, and robust succession strategies designed to preserve and grow wealth across generations. The firm places emphasis on transparency, communication, and education, ensuring clients stay informed and empowered throughout their financial journey. Whether guiding trustees, family offices, or entrepreneurs through generational transitions, Aspen Standard Wealth acts as a trusted partner, delivering integrity, expertise, and peace of mind in pursuit of lasting financial success.Read More

What are Aspen Standard Wealth social media links?
Aspen Standard Wealth Linkedin page
Is Aspen Standard Wealth a public company?
Aspen Standard Wealth is private company therefore does not currently have an official ticker symbol
See more information about Aspen Standard Wealth

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