Xcout Intel
Ascentix, LLC competitors & alternatives
The 12 closest competitors and alternatives to Ascentix, LLC among wealth management consulting companies — ranked by similarity to what Ascentix, LLC actually does, not by market-cap band.
Subscribe to see Ascentix, LLC’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
About 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.
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 →
Top 12 Ascentix, LLC competitors
Ranked by semantic similarity — how close each company is to Ascentix, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Wealth Management
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.
Wealth Management
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.
Wealth Management
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.
Wealth Management
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.
Wealth Management
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.
Wealth Management
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.
Wealth Management
Parkview Holdings is an independent multi-family office and asset manager that provides wealth management, investment advisory, outsourced Chief Investment Officer (OCIO) services, consolidated reporting, and portfolio health checks. It serves individuals, families, endowments, and foundations by helping them sustain and grow their wealth across generations.
Investment Management
LUN Partners Group is a global investment firm that focuses on high-growth innovative technology companies in sectors such as FinTech, artificial intelligence, big data analytics, and intelligent manufacturing. The firm provides investment management, financial advisory services, and strategic support—including M&A advisory, new market entry, and portfolio management—to help technology companies accelerate their growth.
Wealth Management
HB Vernal Point Partners LLC provides wealth management and family office services, partnering with families to build, manage, and optimize single family offices. The firm offers cross-disciplinary strategic wealth planning, integrated service architecture, and customized investment programs.
Wealth Management
Forthlane Partners Inc. is an independent asset management firm that provides outsourced chief investment officer (OCIO) services and portfolio curation. The company serves ultra-high-net-worth individuals, families, family offices, and foundations by delivering institutional-grade, globally diversified investment strategies.
Wealth Management
Gideon Strategic Partners is a wealth management firm that provides financial planning, asset management, tax engineering, and alternative investment access for ultra-high-net-worth individuals, business owners, and corporate clients. The firm specializes in tax-efficient wealth preservation strategies, including Private Placement Life Insurance (PPLI) architecture and multi-generational estate planning.
Investment Management
Kinetic Partners is a management firm that provides thought partnership, operational support, and capital to teams driving innovation. The company operates private investment funds and serves institutional or qualified investors through an investor portal.
Analyze another company
Search any company we track to see its competitive set.
Or describe a company
Paste a short paragraph describing a company or product — we'll find the most similar companies we track, scored 1–100.
See the full profile of Ascentix, LLC and its market
Funding, investors, tech stack, hiring signals, leadership and corporate events — for Ascentix, LLCand every competitor above — in one live dashboard.
Subscribe to Xcout Intel →