Acquisition Growth First Ascent Asset Management was acquired by GeoWealth in March 2023 for approximately $9 million, indicating a strategic expansion and potential for increased integration of tech-driven asset management solutions.
Innovative Portfolios The company has launched ESG-focused portfolios and Factor Select series, demonstrating a commitment to modern, socially responsible investment options that appeal to advisors seeking diversified and responsible investment strategies.
Technology Integration First Ascent Asset Management utilizes platforms like Twemoji, Intercom, and YouTube, emphasizing a tech-savvy approach that can be leveraged to offer seamless digital communication and engagement tools for financial advisors.
Strategic Partnerships Partnership with Collective Wealth Planning focuses on portfolio construction and maintenance, presenting opportunities to promote integrated platform solutions that enhance client service efficiency for advisor firms.
Growing Market Presence Despite a modest revenue range of under 1 million dollars, the company's recent acquisition and focus on innovative portfolios suggest significant growth potential in the RIA and independent advisor segments.
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$100M$250MFirst Ascent Asset Management uses 3 technology products and services including Twemoji, Intercom, YouTube, and more. Explore First Ascent Asset Management's tech stack below.
| First Ascent Asset Management Email Formats | Percentage |
| First@firstascentam.com | 47% |
| First.Last@firstascentam.com | 3% |
| First@firstascentam.com | 47% |
| First.Last@firstascentam.com | 3% |
Financial ServicesColorado, United States2-10 Employees
First Ascent Asset Management is now a part of GeoWealth. First Ascent Asset Management was acquired by GeoWealth in March 2023. Together, we now offer independent-minded advisors an even greater breadth of investment solutions via a modern tech platform built for RIAs. Check it out at: geowealth.com
Company Overview
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Funding & FinancialsFirst Ascent Asset Management's revenue is estimated to be in the range of $1M
Funding & FinancialsFirst Ascent Asset Management's revenue is estimated to be in the range of $1M
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