We built Aspen for RIA owners who are looking for a financially attractive option to transition ownership while preserving their legacy and unlocking their firm’s next chapter of growth. Our unique supported and decentralized model enables a transition of ownership while minimizing disruption for their clients and taking care of their people. Aspen is a perpetual capital partner that will guarantee the firms’ continued independence for generations, ensuring their people have rich and engaging careers and their clients can continue to rely on the same unparalleled service. Aspen supports its leadership teams with best-in-class talent development programs, strong marketing and business development teams, compliance support programs, and a path-to-partnership for high performing advisors.  

By partnering with Aspen, firms gain critical capabilities, maintain what is special about their firm, and avoid common pain points associated with other aggregators and integrators. 

Aspen is backed by Evergreen Services Group and Alpine Investors.

Business Development

Investment Management

Marketing

Professional Services

Aspen Standard Wealth

Aspen Standard Wealth's headquarters in New York, United States

Aly Kassim-Lakha

Bryan Jaffe

This department focuses on managing client relationships and optimizing account performance.

Account Management

This department focuses on promoting the company's products and services through various strategies and channels.

Marketing Department

This department oversees the development and strategy of products, focusing on market needs and alignment with business goals.

Product Management

This department focuses on driving sales initiatives and managing talent acquisition to support organizational growth.

Sales and Recruitment

This department oversees the strategic direction and management of technology initiatives within the organization.

Aspen Standard Wealth

Org chart

Teams

Account Management

Marketing Department

Product Management

Sales and Recruitment

Technology Leadership

Offices

Aspen Standard Wealth

Org chart

Teams

Account Management

Marketing Department

Product Management

Sales and Recruitment

Technology Leadership

Offices

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