First Ascent Asset Management
Finance · Colorado, United States · 1-10 Employees
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Overview
Headquarters
1401 Lawrence St Ste 1600, Denver, Color...Phone Number
(720) 465-7888Website
www.firstascentam.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
2
1
1
About First Ascent Asset Management
GeoWealth acquired First Ascent Asset Management in March 2023, offering independent-minded advisors a wider range of investment solutions through a modern tech platform made for RIAs. They provide flexible and customizable solutions for RIAs of all sizes, aiming to help scale businesses while maintaining best-in-class client service. Their integrated technology platform, portfolio solutions, and support services cater to the needs of RIAs, allowing for increased efficiency and scalability.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
First Ascent Asset Manage...
<$5M
1-10
Private
<$5M
2009
N/A
Company Profile Activity
Activity Insights
First Ascent Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.
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First Ascent Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about First Ascent Asset Management.
First Ascent Asset Management financials insights
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2018
Series B
$1.5M
First Ascent Asset Management Tech Stack
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First Ascent Asset Management News & Media
First Ascent Asset Management Expands Distribution, Now Available on Envestnet Platform
DENVER, Dec. 10, 2018 /PRNewswire/ -- First Ascent Asset Management, a portfolio strategist serving financial advisors, today announced its models are now available on the Envestnet platform. Envestnet is a leading provider of intelligent systems for wealth management and financial...
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GeoWealth acquired First Ascent Asset Management in March 2023, offering independent-minded advisors a wider range of investment solutions through a modern tech platform made for RIAs. They provide flexible and customizable solutions for RIAs of all sizes, aiming to help scale businesses while maintaining best-in-class client service. Their integra... Read More
