Aspire Holdings

Status Current

Partnered Since 2020

Sector Financial Services

is a holding company created to make specialized investments in the wealth management space.

Aspire Holdings has made six investments to date - Merit Financial Group (exited), Apella Capital, Waverly Advisors, True North Advisors, The Wealth Alliance, and MCF. Each Aspire pillar helps clients with investment management as well as wealth, tax, estate and business transaction planning.