Aspire Wealth Management, Inc.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Aspire Wealth Management, Inc. - overview
Location
Waltham, MA, US
Primary Industry
Financial Services
About
Based in Waltham, US, Aspire Wealth Management operates in the wealth management sector, providing personalized financial services. In January 2025, CW Advisors, a portfolio company of Audax Private Equity, acquired Aspire Wealth Management, Inc. Aspire Wealth Management specializes in wealth management and family office services, delivering financial solutions to high-net-worth individuals and families. The company’s products include investment management, financial planning, and estate planning, addressing clients' unique financial goals.
The firm serves various clients individuals, families, and business owners across the Northeast and parts of the Southeastern United States, providing personalized service and a wide range of resources for sustainable financial growth. Aspire Wealth Management generates revenue through fees related to wealth management services, including asset management, financial planning, and advisory fees.
Current Investors
CW Advisors LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking, Insurance
Website
www.aspirewm.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Aspire Wealth Management, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Aspire Wealth Management, Inc. | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.