Aspire Holdings | Portfolio | HGGC

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

Aspire Holdings has made four platform investments to date (Merit Financial Group, Apella Capital, Waverly Advisors and True North Advisors), representing a combined $30B+ in AUM/A. The Aspire platforms help clients navigate the complexities and sophisticated needs that come with wealth, offering investment tax, estate, financial planning, business transaction planning and more.

Company Details

  • Status Current
  • Portfolio Fund IV