Aspiriant
We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.
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Verified contacts
200
available on Kipplo
LinkedIn employees
239
201 to 500 range
Open roles
—
no listings
Distinct roles
134
indexed titles
Tech stack
6
tools in use
Monthly traffic
1.8K
organic / mo
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AS
Adam Stanley
Director - Wealth Management, Partner · Finance & Accounting
EmailPhone - BS
Benjamin Schmidt
Director of Aspiriant Funds · Finance & Accounting
EmailPhone - BW
Brad Weber
Director - Total Wealth Management, Partner · Other
EmailPhone - BG
Brett Gookin
Director - Wealth Management, Principal · Finance & Accounting
EmailPhone - CL
Cliff Loh
Director - Wealth Management, Partner · Finance & Accounting
EmailPhone - CM
Corey Mader
Director - Wealth Management, Partner · Finance & Accounting
EmailPhone - DM
Daniel Moas
Senior Manager, Partner - Wealth Management · Finance & Accounting
EmailPhone - DE
David E. Muchow
Director - Wealth Management, Partner · Finance & Accounting
EmailPhone - DC
Devin Cruise
Director-wealth Management, Partner at Aspiriant · Finance & Accounting
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Aspiriant
134 distinct titles indexed · top 10 shown.
- 14director - wealth management, partner
- 9portfolio administrator
- 6wealth management associate
- 5director - wealth management, principal
- 4director
- 4executive assistant
- 4senior associate - wealth management
- 3director - wealth management
- 3manager - wealth management
- 3senior associate
- +124more titles
Sign up to unlock all 200 contacts at Aspiriant
Free for 7 days · 50 credits · no card · only pay for verified records.
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