About First Ascent Asset Management
First Ascent Asset Management is a Financial Services company based in Denver (United States) founded in 2015, and was acquired by GeoWealth in March 2023. Diversified investment management services are provided by the firm. Its chief executive, as recorded, is Scott MacKillop. First Ascent Asset Management offers products and services including Advisor Technology Platform, Portfolio Solutions, and Services and Support. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
First Ascent Asset Management was established in 2015 and is based in Denver, United States. Diversified investment management is handled as the core operation, with services encompassing asset allocation and portfolio oversight. The firm is led by CEO Scott MacKillop. Focus remains on financial strategies within the investment sector, serving clients across the region without specified international expansion.
- Headquarters Denver, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website firstascentam.com
- Social LinkedIn X Facebook
- Acquired by GeoWealth (Mar 2023)
Products & Services of First Ascent Asset Management
First Ascent Asset Management offers a comprehensive portfolio of products and services, including Advisor Technology Platform, Portfolio Solutions, and Services and Support.
Integrated system for RIAs to manage investments and client data
Access to models and marketplace for portfolio handling
Outsourced reporting and trading for efficient operations
Investors in First Ascent Asset Management
First Ascent Asset Management has secured backing from 1 investor. Prominent investors backing the company include GeoWealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Integrated wealth management solutions are offered for advisors and institutions. | 2010 | geowealth.com | Chicago, United States |
Investor details for First Ascent Asset Management
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People of First Ascent Asset Management
2 people are tracked at First Ascent Asset Management (2 in leadership).
| Name | Role | Group |
|---|---|---|
Scott MacKillop | CEO | Leadership |
Walter Gengarelly | Director Of Technology | Leadership |
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Timeline of First Ascent Asset Management
2 dated milestones of First Ascent Asset Management across 8 years, from founding to its latest funding, stage changes and deals.
- Founded First Ascent Asset Management is founded.
- Exit Acquired by GeoWealth.
Competitors of First Ascent Asset Management
First Ascent Asset Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of First Ascent Asset Management
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Web traffic of First Ascent Asset Management
The website of First Ascent Asset Management (firstascentam.com) receives about 3.3K visits a month.
- Monthly visits3.3K
▲ 18.5% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as First Ascent Asset Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about First Ascent Asset Management
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Frequently Asked Questions about First Ascent Asset Management
First Ascent Asset Management was founded in 2015.
First Ascent Asset Management is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
Scott MacKillop is the CEO of First Ascent Asset Management, as recorded in our data.
First Ascent Asset Management was established in 2015 and is based in Denver, United States. Diversified investment management is handled as the core operation, with services encompassing asset allocation and portfolio oversight. The firm is led by CEO Scott MacKillop. Focus remains on financial strategies within the investment sector, serving clients across the region without specified international expansion.
First Ascent Asset Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
First Ascent Asset Management offers Advisor Technology Platform, Portfolio Solutions, and Services and Support.
First Ascent Asset Management has 1 investor. Key investors include GeoWealth.
Yes. First Ascent Asset Management was acquired by GeoWealth in March 2023.