We're in the Business of Protecting Dreams.

This is our MIssion. This is our Story.

Aspida Financial Profile

Aspida Holdings Ltd., through its subsidiaries (collectively "Aspida"), is focused on providing retirement and reinsurance solutions, having operations in the U.S. and Bermuda with total assets of $13.7 billion4, 5 as of December 31, 2023. Aspida, through its U.S. platform – Aspida Life Insurance Company – is focused on leveraging technology and agility to help clients achieve – and protect – their dreams. With offices in Bermuda and The Caymen Islands, Aspida Life Re, Ltd is focused on providing efficient and secure life and annuity reinsurance solutions.

Our leadership team has an expansive range of industry knowledge, over 200 years of combined experience, and a genuine commitment to deliver best-in-class experiences to our clients, producers, and partners.

Ares

  • $419 billion2 in AUM

  • $40.3 billion in Market Capitalization3

  • Founded in 1997

Aspida

  • A- (Excellent) financial strength rating from AM Best1

  • A- financial strength rating from KBRA1

Key Financial Data4

Total Assets | $13.7 billion5
Total Invested AUM | $12.5 billion5
Cumulative Contributed Capital | $1.05 billion

A Strong Partnership

We have the trusted backing of Ares Management Corporation (NYSE:ARES). With approximately $419 billion2 in assets under management2, Ares is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes.

A Strategic Investment Approach

Ares Insurance Solutions (“AIS”) is Ares’ dedicated, in-house team that provides Aspida with investment management, capital solutions and corporate development services. AIS believes differentiated asset yield origination provides a significant competitive advantage.

The AIS team – an experienced management team of about 20 with decades of direct insurance industry experience – combined with the support of over 990 Ares investment professionals, is dedicated to growing Aspida with purpose-built infrastructure and capabilities designed specifically for insurance companies.

The Aspida portfolio is managed by AIS and subadvised to Ares Management and third-party asset managers. Ares has scale and origination volume in asset classes that benefit Aspida. The Aspida and AIS teams work closely on performance, risk management, and investment compliance monitoring.

Want to share the Aspida story in your practice?

Driven by the shared goal of changing the industry, Aspida created a business focused on providing retirement solutions to mirror the people they serve and reflect the digital world in which we live. They developed the tools and resources that allow you, and your clients, to quickly, easily, and securely protect their own dreams.

Founded in 2021 by a collective vision of industry professionals with over 200 years of combined experience, Aspida has the financial strength – an A- (Excellent) rating1 – the security – backed by global alternative investment manager, Ares Management Corporation, with approximately $419 billion2 in assets under management – and the capabilities – cutting-edge, client-centered platform – to be a trusted partner in your clients’ financial security.

Aspida is in the business of protecting your clients’ dreams.

This is Aspida

This is WealthVest

Aspida has enlisted the team at WealthVest to distribute their principal-protected retirement solutions. As one of the leading distributors of fixed and fixed index annuities, WealthVest is committed to providing you with the solutions and support you need. Together, Aspida and WealthVest are redefining what’s possible – and attainable –  for your clients by delivering retirement solutions that reflect the needs of our changing world.

At WealthVest, we understand that traditional retirement strategies may involve too much risk for the millions of baby boomers who plan to retire over the next decade. That’s why we’ve become one of the leading distributors of fixed, index, registered index-linked, and variable annuities. U.S. financial advisors, banks, and agents value our insightful thought leadership, product design expertise, marketing strategies and technology, and specialization in field and hybrid-based sales and advisor marketing training.

1 AM Best assigned Aspida Life Insurance Company with a financial strength rating of A- (Excellent) on April 28, 2023. KBRA assigned Aspida Life Insurance Company with a rating of A- on September 28, 2023.

2 As of December 31, 2023. AUM amounts include funds managed by Ivy Hill Asset Management, LP., a wholly owned portfolio company of Ares Capital Corporation and registered investment adviser.

3 As of February 26, 2024.

4 Key financial data as of December 31, 2023.

5 GAAP book value.

6 Weighted Average NAIC equals 1.6.