About Aspire Wealth
Aspire Wealth is a Technology company based in Overland Park (United States) founded in 2015, and was acquired by CW Advisors in February 2025. Financial planning, investment management, and tax services are provided. Aspire Wealth offers products and services including Financial Planning, Investment Management, Retirement Planning, and Tax Strategies. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity is Aspire Wealth Management, LLC. Its competitors include The Tifin Group, Ascensus and Farther; 2 of its 3 listed competitors have raised funding.
Company details
Aspire Wealth was founded in 2015 and is located in Overland Park, United States, within the financial services sector. Comprehensive financial planning is offered, including retirement, insurance, and estate planning. Investment management encompasses 401(k) oversight and rollovers. Tax services are also delivered. Customized strategies are developed to support clients in meeting financial objectives, with ongoing resources provided throughout the engagement.
- Headquarters Overland Park, United States
- Stage Acquired
- SectorsTechnology
- Website aspirewealthmgt.com
- Acquired by CW Advisors (Feb 2025)
- Legal Name Aspire Wealth Management, Llc
- Investors
- Acquired byCW Advisors
(Feb 2025)
Products & Services of Aspire Wealth
Aspire Wealth offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Retirement Planning, and Tax Strategies.
Service for creating personalized financial strategies and goals.
Managing investments to align with client financial objectives.
Assisting with 401(k) management and retirement strategies.
Offering planning to optimize client tax situations.
Investors in Aspire Wealth
Aspire Wealth has secured backing from 1 investor. Prominent investors backing the company include CW Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment management and financial planning services are provided for clients. | 2004 | cwadvisorsgroup.com | Boston, United States |
Investor details for Aspire Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Aspire Wealth
2 dated milestones of Aspire Wealth across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Aspire Wealth is founded.
- Exit Acquired by CW Advisors.
Competitors of Aspire Wealth
Aspire Wealth has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed competitors of Aspire Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Aspire Wealth
The website of Aspire Wealth (aspirewealthmgt.com) receives about 1.2K visits a month.
- Monthly visits1.2K
▼ 4.4% vs previous month
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Aspire Wealth (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Aspire Wealth
Aspire Wealth was founded in 2015.
Aspire Wealth is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
Aspire Wealth was founded in 2015 and is located in Overland Park, United States, within the financial services sector. Comprehensive financial planning is offered, including retirement, insurance, and estate planning. Investment management encompasses 401(k) oversight and rollovers. Tax services are also delivered. Customized strategies are developed to support clients in meeting financial objectives, with ongoing resources provided throughout the engagement.
Aspire Wealth's top competitors include The Tifin Group, Ascensus and Farther.
Aspire Wealth offers Financial Planning, Investment Management, Retirement Planning, and Tax Strategies.
Aspire Wealth has 1 investor. Key investors include CW Advisors.
Aspire Wealth operates through Aspire Wealth Management, Llc.
Yes. Aspire Wealth was acquired by CW Advisors in February 2025.