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Aspiriant Holdings, LLC
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.
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Aspiriant Holdings, LLC at a glance
Aspiriant Holdings, LLC is a wealth management company headquartered in United States. Its most recent funding round, Series B, closed in May 2022. Xcout tracks 11 named people at Aspiriant Holdings, LLC, including Rob Francais (Chief Executive Officer Member of Board of Directors Partner).
Aspiriant Holdings, LLC leadership
- Rob FrancaisChief Executive Officer Member of Board of Directors Partner
- John AllenChief Investment Officer Partner
- Lynne BornChief Practice Officer Partner
- Sandi BragarChief Client Officer Partner
- Shanda GentryChief Compliance Officer Partner
- Summer HammonsChief People Officer Partner
5 more named people on record for Aspiriant Holdings, LLC, with roles, board committees and tenure — see the full roster →
Aspiriant Holdings, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series B | Undisclosed | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Recent Aspiriant Holdings, LLC news
- FundingPrivate placement (Form D)
Aspiriant Holdings, LLC competitors
A few of Aspiriant Holdings, LLC's closest competitors — see the full list of competitors and alternatives →
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Storgate Holdings, LLC operates as a modern family office providing comprehensive wealth management services to high-net-worth families. The firm's offerings include investment management, tax strategy, estate planning, philanthropy, family governance, and technology integrations for consolidated reporting and analytics.
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.
OneAdvisory, Inc. operates as a registered investment advisor providing wealth management, financial planning, and virtual family office services. The firm serves individuals transitioning into retirement, helping them manage investments, tax planning, and financial complexities.
Celaya Holdings LLC operates as Celaya Wealth Management, a registered investment and wealth advisory firm. It provides financial planning, wealth management, and individualized investment management services designed to help clients preserve wealth and achieve their long-term financial goals.
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.
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More on Aspiriant Holdings, LLC in Xcout Intel
- 11 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- 1 corporate event with sources — deals, leadership changes, layoffs
- The full competitor set, tracking, exports and API access