How Much Did Ashton & Associates Raise?
Funding & Key Investors

Ashton & Associates has secured $99K in recent financing, contributing to a total funding amount of $99K. This substantial expansion capital marks a significant milestone for the company, underscoring investor confidence in its strategic direction and market position within the financial planning sector.

What is Ashton & Associates?

Ashton & Associates
FinanceSecurities Trading

Ashton & Associates specializes in comprehensive retirement and financial planning services, emphasizing a family-first approach. The firm offers tailored solutions encompassing financial planning, social security maximization, IRA/401(k) rollovers, and retirement consulting. Primarily serving clients in St. George, Utah, and Las Vegas, Nevada, the team, led by Abe Ashton, is committed to developing personalized strategies that align with individual client objectives and lifestyles. Their modern methodology in retirement planning aims to instill peace of mind and confidence for clients navigating their future.

How much funding has Ashton & Associates raised?

Ashton & Associates has raised a total of $99K across 1 funding round:

2021

Debt

$99K

Debt (2021): $99K with participation from PPP

What's next for Ashton & Associates?

With the recent influx of substantial expansion capital, Ashton & Associates is poised for significant growth. This funding is expected to fuel strategic initiatives aimed at enhancing service offerings, expanding market reach, and potentially investing in new technologies to further optimize client financial planning. The company's focus on a family-first approach and personalized strategies, combined with this new investment, positions it for continued success and a strengthened presence in the competitive financial advisory landscape.

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Frequently Asked Questions Regarding Ashton & Associates Financial Insights

What are the most recent funding rounds that Ashton & Associates has completed, and what were the funding rounds?
Ashton & Associates has recently completed 1 funding rounds: Debt on Jan 21, 2021.
What is the total amount of funding Ashton & Associates has raised to date?
Ashton & Associates has raised a total of $99K in funding to date.
How many funding rounds has Ashton & Associates completed?
Ashton & Associates has completed 1 funding rounds.
How much funding did Ashton & Associates raise in its most recent funding round?
Ashton & Associates raised $99K in its most recent funding round.
Who are the lead investors in Ashton & Associates's latest funding round?
The lead investor in Ashton & Associates's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Ashton & Associates's history?
The largest funding round in Ashton & Associates's history was $99K.
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