Aspiriant Revenue, Growth & Competitor Profile

DBA ASPIRIANT, LLC

Company Profile & Annual Report for Aspiriant

Access the complete profile.

Aspiriant Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	201 E Fifth Street Suite 1430 Cincinnati, OH 45202

Note: Revenues for privately held companies are statistical evaluations.


Aspiriant's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Aspiriant's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Aspiriant is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Aspiriant Annual Revenue and Growth Rate

Aspiriant	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Aspiriant's revenues are gauged from an analysis of company filings.

Aspiriant's Income Statement (based on Industry Averages)

Aspiriant P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Aspiriant is developing and marketing. Aspiriant doesn't have any recent trademark applications, indicating Aspiriant is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SPECIAL NEEDS DESERVE A SPECIAL LEVEL OF TRUST Financial services, namely, wealth management services, financial planning services, and investment management and financial planning for special needs clients and special needs trusts	11/23/2020
SENIOR SAFE & SOUND Providing a website featuring information about educating the elderly in the field of protecting personal property, fraud prevention, and abuse prevention; Providing blog featuring information about protection, fraud prevention and abuse prevention for the elderly; On-line journals, namely, blogs featuring information about protection, fraud prevention and abuse prevention for the elderly; Providing a website featuring blogs and non-downloadable publications in the nature of articles, and brochures in the fields of protection, fraud prevention and abuse prevention for the elderly; Providing a website featuring links to other webpages in the field of educating the elderly in the field of protecting personal property, fraud prevention, and abuse prevention	11/15/2017
ALL FIDUCIARY ALL THE TIME Financial services, namely, wealth management services	12/29/2016

See all trademarks and details in the Full Report.

Market Share of Aspiriant's Largest Competitors

A competitive analysis shows these companies are in the same general field as Aspiriant, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Aspiriant. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ULTIMUS FUND SOLUTIONS	Cincinnati, OH	100
GRASSHOPPER INVESTMENTS	Cincinnati, OH	28
ASPIRIANT	Cincinnati, OH	19
JOHNSON INVESTMENT COUNSEL	Cincinnati, OH	13
FUND EVALUATION GROUP	Cincinnati, OH	11
SUMMER HILL	Cincinnati, OH	9

Future Competition: Aspiriant's Fastest Growing Competitors

These companies are in the same general field as Aspiriant and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)