Xcout Intel
Aspiriant Holdings, LLC competitors & alternatives
The 12 closest competitors and alternatives to Aspiriant Holdings, LLC among wealth management companies — ranked by similarity to what Aspiriant Holdings, LLC actually does, not by market-cap band.
Subscribe to see Aspiriant Holdings, LLC’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
About 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.
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)
Top 12 Aspiriant Holdings, LLC competitors
Ranked by semantic similarity — how close each company is to Aspiriant Holdings, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar wealth management company
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.
Similar wealth management company
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.
Similar wealth management company
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.
Similar wealth management company
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.
Similar wealth management company
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.
Similar wealth management company
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.
Similar wealth management company
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.
Similar wealth management company
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.
Similar wealth management company
The Mather Group is a full-service wealth management firm that provides fiduciary financial planning, investment management, tax strategy, and estate planning services for individuals. Operating on a commission-free, fee-only structure, the company offers personalized financial strategies designed to align with clients' individual goals and values.
Similar wealth management company
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.
Private Wealth Management
Navy Capital is a fee-only fiduciary private wealth practice that provides investment stewardship, wealth planning, tax structuring, estate legacy planning, philanthropy, and family office services. It serves a select group of individuals and families seeking independent advisory services.
Similar wealth management company
OAC Holdings I Corp., operating as OAC Capital Advisors, is a multi-family office that provides independent, personalized wealth management and investment strategies. Serving high-net-worth individuals and families, the firm operates primarily from the Cayman Islands and Miami.
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 Aspiriant Holdings, LLC and its market
Funding, investors, tech stack, hiring signals, leadership and corporate events — for Aspiriant Holdings, LLCand every competitor above — in one live dashboard.
Subscribe to Xcout Intel →