Aspiriant
A leading independent wealth management firm.
229 employees · est. 2008 · Los Angeles, United States
Herald Wealth Management
Financial Planning & NHS Pension Specialists
3 employees · est. 2012 · Manchester, United Kingdom
Aspiriant is the older company (2008 vs 2012); Aspiriant is the larger of the two.
Side-by-Side Comparison
| Metric | Aspiriant | Herald Wealth Management |
|---|---|---|
| Founded | ||
| Founded | 2008 older | 2012 |
| Headquarters | ||
| Headquarters | Los Angeles, United States | Manchester, United Kingdom |
| Employees | ||
| Employees | 229 larger | 3 |
| Industry | ||
| Industry | Financial Services, Wealth Management | Financial Services, Banking, Wealth Management |
| Funding Stage | ||
| Funding Stage | Series Unknown | Not tracked yet |
| Total Funding | ||
| Total Funding | $2.81M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, Financial Planning, Investment Management, Tax Management, Estate Planning, Philanthropy, Independent Firm, Employee-owned, Clarity, Peace Of Mind, Expert Team, National Presence, Client-focused, Holistic Financial Services | Not tracked yet |
| Website | ||
| Website | aspiriant.com | heraldwealth.co.uk |
About Aspiriant
Aspiriant is a leading independent wealth management firm that is 100% employee owned. Established in 2008, the company aims to bring clarity and peace of mind to its clients. As an independent wealth management firm, Aspiriant has structured its business model to be unique and sustainable, catering...
About Herald Wealth Management
Herald Wealth Management are a Senior Partner Practice of St. James's Place Wealth Management. Chartered Financial Planner specialising in offering expert advice in a wide range of important areas including pension and investment planning, protection and inheritance tax planning. We also provide spe...
We will tell you when either one moves
BounceWatch watches Aspiriant and Herald Wealth Management for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Aspiriant and Herald Wealth Manageme... — by email.
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Compiled from the BounceWatch company index. We last looked at Aspiriant on 12 Sep 2024, and Herald Wealth Management on 13 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.