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Ascentix, LLC
Ascentix Partners operates as an alliance of independent consulting firms that provides multi-disciplinary expertise to the wealth management industry. The company offers capabilities such as growth planning, mergers and acquisitions advisory, strategic finance, technology strategy execution, private markets advisory, compliance supervision, and brand strategy to drive enterprise growth.
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Ascentix, LLC at a glance
Ascentix, LLC is a wealth management consulting company headquartered in United States. Its most recent funding round raised $180,000 in September 2024. Xcout tracks 5 named people at Ascentix, LLC, including Kevin M. Crouch (CFO).
Ascentix, LLC leadership
- Kevin M. CrouchCFO
- Anne CrouchExecutive Officer
- Gregory KolovichExecutive Officer
- Kevin CrouchExecutive Officer
- Martina KolovichExecutive Officer
Ascentix, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $180,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Ascentix, LLC competitors
A few of Ascentix, LLC's closest competitors — see the full list of competitors and alternatives →
Rise Growth Partners is a growth capital and strategic partner that invests in wealth management firms and registered investment advisors (RIAs). The company provides capital, strategic guidance, operational optimization, and industry expertise to help successful wealth management businesses scale and achieve inorganic and organic growth.
Constellation Wealth Capital provides tailored capital solutions and strategic advisory services to wealth management firms and registered investment advisors. The company invests in well-positioned firms to support their growth, institutionalization, and business management initiatives.
Aspiriant Holdings, LLC is an independent wealth management firm that provides financial planning, investment management, tax planning, estate planning, and family office services. The company serves individuals, families, and business owners, offering customized strategies designed to manage and preserve multi-generational wealth.
Sapient Capital, LLC is an independent advisory firm that provides comprehensive wealth management solutions, including strategic investment management, financial planning, and family office services. The firm serves clients aiming to preserve and grow their wealth through a tailored and cohesive financial strategy.
FortyW Inc. provides wealth management, financial administration, proactive tax planning, and investment management services. The firm primarily serves executives, business owners, and individuals in their peak earning years who require assistance navigating complex financial decisions and managing their assets.
Thayer Partners, LLC is a boutique wealth management firm that provides financial planning, tax planning, investment management, and estate planning services. The firm serves individuals and families, including high-net-worth clients, to help align their financial resources with personal and life goals.
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More on Ascentix, LLC in Xcout Intel
- 5 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access