Company Tagline
Powering advisers - with a premium outsourced investment solution.
Industry Category
Business Keywords
Company Description
Aspen is a leading provider of financial services, dedicated to powering advisers with a premium outsourced investment solution. Located in Edinburgh, GB, Aspen delivers a Managed Portfolios Service (MPS) and proprietary Portfolio Discovery technology to financial advisors, setting itself apart through choice, service, and delivery.
The Aspen managed portfolio solution offers a comprehensive range of managed portfolios, including 20 Core portfolios and 8 thematic Satellite portfolios, designed to suit a wide variety of investor requirements. With a focus on enhancing the adviser-client experience in investment selection, Aspen provides partner advisor firms access to its innovative portfolio discovery software. This tool helps advisors isolate core objectives and the risk profile of their clients, leading to suitable portfolio selections.
Aspen is committed to providing top-tier financial services and investment solutions. The company's primary address is in Edinburgh, GB. We invite the manager of Aspen to create a customized and exclusive company showcase and product listing on our platform to further highlight their offerings and reach a broader audience.
Key Personnel / Employees
Compare Companies Side by Side
Compare Aspen with 3 companies in Financial-Services
| Comparison Field |
AspenMain Company |
OWL ESG, Inc.View Profile |
The WealthCo. Group...View Profile |
Conrad Capital Mange...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2012 | 1999 | 1998 |
|
Company Size
|
— | 11-50 | 11-50 | 11-50 |
|
City
|
Santa Monica, CA | Calgary, AB | Hauppauge, New York | |
|
Country
|
United States | Canada | United States | |
|
Skills & Keywords
Comparing with main company
|
16 Total Skills
Managed Portfolios
Financial Advisory
Investment Solutions
Portfolio Management
Wealth Management
Asset Allocation
Financial Services
Bespoke portfolio management
Portfolio construction
Risk Parity
AI
Investments
Fund selection
Asset Management
Asset allocation
Data science
|
16 Total
16 Unique
Unique Skills:
Asset Owners
Big Data
climate change
ESG
ESG Data
ESG Ratings
+10
|
4 Total
4 Unique
Unique Skills:
CPA Consulting
Group Benefits
Insurance
Risk Management
|
15 Total
15 Unique
Unique Skills:
401(k)
Alternative Investment Management
Diversified Portfolios
Employer Sponsored Retirement Plans
Equity
Financial Planning
+9
|
4
Total Companies1998
Oldest Founded2
Countries51
Unique SkillsSimilar Companies
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Alternative Company Names
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