About Ashton Thomas Private Wealth
Ashton Thomas Private Wealth is a company based in Scottsdale (United States) founded in 2015 by Aaron Brodt was acquired by Arax Investment Partners in September 2023.. The company has 36 employees as of December 31, 2022. Ashton Thomas Private Wealth offers products and services including Wealth Planning, Asset Management, and Tax Services. Ashton Thomas Private Wealth operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Scottsdale, United States
- Employees 36 as on 31 Dec, 2022
- Founders Aaron Brodt
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
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Social
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- Legal Name Ashton Thomas Private Wealth, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
36
as on Dec 31, 2022
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Acquired by
Arax Investment Partners
(Sep 13, 2023)
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Products & Services of Ashton Thomas Private Wealth
Ashton Thomas Private Wealth offers a comprehensive portfolio of products and services, including Wealth Planning, Asset Management, and Tax Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Service for creating personalized wealth strategies and legacy plans.
Manages portfolios to navigate complex investment landscapes effectively.
Provides guidance on tax optimization and compliance for clients.
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Funding Insights of Ashton Thomas Private Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Ashton Thomas Private Wealth
Ashton Thomas Private Wealth has secured backing from 1 investor. Prominent investors backing the company include Arax Investment Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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It is a privately held asset and wealth management firm
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Ashton Thomas Private Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Ashton Thomas Private Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Ashton Thomas Private Wealth Comparisons
Competitors of Ashton Thomas Private Wealth
Ashton Thomas Private Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ashton Thomas Private Wealth
Frequently Asked Questions about Ashton Thomas Private Wealth
When was Ashton Thomas Private Wealth founded?
Ashton Thomas Private Wealth was founded in 2015.
Where is Ashton Thomas Private Wealth located?
Ashton Thomas Private Wealth is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
Who is the current CEO of Ashton Thomas Private Wealth?
Aaron Brodt is the current CEO of Ashton Thomas Private Wealth. They have also founded this company.
How many employees does Ashton Thomas Private Wealth have?
As of Dec 31, 2022, the latest employee count at Ashton Thomas Private Wealth is 36.
What does Ashton Thomas Private Wealth do?
Ashton Thomas Private Wealth was founded in 2015 in Scottsdale, United States, within the financial services sector. Wealth advisory services are delivered by a team of experienced advisors, emphasizing personalized insights and intelligence. Operations focus on assisting clients in protecting and enhancing their wealth through tailored strategies. The firm, led by founder and CEO Aaron Brodt, operates primarily in the wealth management domain.
Who are the top competitors of Ashton Thomas Private Wealth?
Ashton Thomas Private Wealth's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Ashton Thomas Private Wealth offer?
Ashton Thomas Private Wealth offers Wealth Planning, Asset Management, and Tax Services.
Who are Ashton Thomas Private Wealth's investors?
Ashton Thomas Private Wealth has 1 investor. Key investors include Arax Investment Partners.