About First Ascent Asset Management
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.
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 Highlights
Year Founded
2015
Employees
1
Location (HQ)
USA
Monthly Website Visitors
15.5K
Key Metrics
Senior Hires
Name | Linkedin Profile | Position | Date Joined |
---|---|---|---|
John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
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