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