Asset Entities (NASDAQ:ASST), Inc. is a technology-enabled financial services holding company that establishes and invests in a network of independent Registered Investment Advisors (RIAs). Through this network, it provides a full spectrum of wealth management and financial advisory services, encompassing investment management, financial planning, retirement solutions, and institutional consulting. By leveraging scale and shared resources, Asset Entities aims to deliver tailored client experiences across market cycles.
As part of its core business model, the company offers complementary services including M&A advisory, capital raising, and operational support to partner firms. These services span business development, marketing, compliance, technology infrastructure, and succession planning. This integrated platform is designed to enhance growth, improve operational efficiency, and preserve the entrepreneurial culture of each affiliated advisory firm.
Established in 2021 and headquartered in Florida, Asset Entities has rapidly grown through a combination of strategic acquisitions and organic partnerships. The firm’s footprint extends across major U.S. markets, supporting affiliates from the East Coast to the West Coast. Its leadership team brings decades of combined experience from leading financial services and wealth management organizations, positioning the company to scale effectively in a highly fragmented industry.
Looking ahead, Asset Entities is focused on deepening its service offerings and expanding its network of independent advisors. By maintaining a founder-first approach and leveraging institutional resources, the company aims to attract top talent and drive long-term value for clients and shareholders alike. Its growth strategy underscores a commitment to innovation, client-centric solutions, and sustainable business models in the wealth management sector.
