Unlocking opportunities for enterprise growth throughout the business life cycle

Ascentix Partners brings together the wealth management industry’s most elite consultancies in one cohesive and collaborative framework. Our Network of Strategic Partner firms encompass expertise in growth planning, enterprise M&A advisory, financial advisor M&A advisory, technology strategy & execution, strategic finance, benefits consulting, compliance & supervision as well as brand strategy, marketing and public relations.

No other consulting and strategic advisory collective can match our Network’s unique ability to drive growth and value creation for clients that span RIA aggregators, dual registrant enterprises, family office consolidators, wealthtech platforms, investment management platforms as well as the sources of private capital that invest in these industry segments.

Layered mountain range at sunset with a gradient sky in warm tones.

  • Enterprise Growth Strategy

  • Enterprise M&A Advisory

  • Financial Advisor M&A Advisory

Snow-covered landscape at night with a bright ring of light on the horizon, stars visible in the clear sky.

  • Technology Strategy & Execution

  • Strategic Finance & Value Creation

  • Compliance & Supervision

A tranquil lake surrounded by tall pine trees and towering mountains with some snow, with several canoes floating on the calm water.

  • Strategic Relationships Facilitation

  • Brand Strategy, Marketing & PR

  • M&A Communications & Crisis Communications

Contact us

Are you ready to find your path of Ascent in building, accelerating and sustaining enterprise growth? 

Please contact us.