First Ascent Asset Management - Ownership and Business Overview

Financial ServicesCompany

First Ascent Asset Management Ownership

Who owns First Ascent Asset Management?

First Ascent Asset Management is owned by GeoWealth Management. It was acquired on March 23, 2023.

First Ascent Asset Management Business Overview

Where is First Ascent Asset Management headquartered?

First Ascent Asset Management is headquartered in Denver, Colorado.

What sector is First Ascent Asset Management in?

First Ascent Asset Management is a financial services company.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 137 acquisitions of financial services companies in 2023, including 19 acquisitions by private equity firms, and 118 by strategics.

First Ascent Asset Management

First Ascent Asset Management LLC

1401 Lawrence St. Suite 1600,
Denver, Colorado 80202
United States,
(720) 465-7888
www.firstascentam.com

First Ascent Asset Management provides outsourced portfolio management services to financial advisors and their clients. First Ascent Asset Management is based in Denver, Colorado.


Company Summary

SECTOR

Financial Services

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