47
Growth Score
pts
Heat Score
-18 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1127905
Aspect Partners is a wealth management firm offering customized financial advice, portfolio management, and account maintenance services.
- Bard Malovany: Founder, Owner, and Principal
About the Company
Aspect Partners is a wealth management firm that offers customized advice and financial planning services. The company is led by Bard Malovany, CFP®. The team at Aspect Partners is responsible for managing client portfolios, overseeing all client accounts to ensure they are in good standing. The company also specializes in trading client accounts
and a wide variety of account maintenance activities. Aspect Partners offers a differentiated approach to wealth management, providing unique value propositions to its clients.
