Insights

Growth Focus Aspect Advisors serves fintech, RIAs, broker-dealers, and asset managers, indicating a strong need for scalable compliance, regulatory reporting, and operational governance solutions as their clients expand.

Tech Stack Fit With a cloud-first stack including AWS and Microsoft 365 plus analytics tools, there is an opportunity to offer security, data integration, and cloud optimization services tailored to financial services firms and their ecosystems.

Mid-Market Target Team size and revenue signals position Aspect Advisors as a mid-market firm, suggesting balanced budgets for strategic initiatives such as CRM enhancements, ERP integration, and regulatory tech adoption.

Industry Synergy Client profile across fintech innovators and fund managers points to potential cross-sell of risk management, regulatory technology, and audit/compliance outsourcing services.

Growth Opportunities Relatively modest revenue band implies potential for expansion plays around automation, data governance, and cost optimization, aligning with providers that support scaling advisory practices.

Similar companies to Aspect Advisors

Aspect Advisors Tech Stack

Aspect Advisors uses 8 technology products and services including iCIMS, Amazon Web Services, RSS, and more. Explore Aspect Advisors's tech stack below.

Aspect Advisors's Email Address Formats

Aspect Advisors uses at least 1 email format:
Aspect Advisors Email FormatsExamplePercentage
First@aspectadv.comJohn@aspectadv.com
100%

Frequently Asked Questions

What is Aspect Advisors's official website and social media links?

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Aspect Advisors's official website is aspectadv.com and has social profiles on LinkedIn.

How much revenue does Aspect Advisors generate?

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As of September 2026, Aspect Advisors's annual revenue is estimated to be $10M - $25M.

What is Aspect Advisors's NAICS code?

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Aspect Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Aspect Advisors have currently?

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As of September 2026, Aspect Advisors has approximately 11 employees across 1 continents, including North America. Key team members include Chief Growth Officer: J. C. and Information System Manager: D. T. Explore Aspect Advisors's employee directory with LeadIQ.

What industry does Aspect Advisors belong to?

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Aspect Advisors operates in the Financial Services industry.

What technology does Aspect Advisors use?

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Aspect Advisors's tech stack includes iCIMS, Amazon Web Services, RSS, WordPress, Mailgun, Microsoft 365, Punycode and Piwik PRO Core.

What is Aspect Advisors's email format?

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Aspect Advisors's email format typically follows the pattern of First@aspectadv.com. Find more Aspect Advisors email formats with LeadIQ.

When was Aspect Advisors founded?

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Aspect Advisors was founded in 2019.
Aspect Advisors logo

Aspect Advisors

Financial ServicesNew York, United States11-50 Employees

Aspect Advisors is a New York-based financial services firm serving clients described as financial service innovators. Its client base includes fintech companies, registered investment advisers, broker-dealers, commodity and digital asset managers, and private fund managers. The firm prioritizes a forward-looking approach and works closely with clients to support growth while operating within regulatory and accounting boundaries.

Within the financial services sector, the practice helps clients navigate regulatory requirements and build operational capabilities as they scale. The team is small to mid-sized, enabling focused guidance for a diverse set of clients based in New York and beyond.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Aspect Advisors's revenue is estimated to be in the range of $10M - $25M

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