The Wealth Alliance key facts
- Provider of advisory services intended for individuals and businesses.
- Notable investors include Wealth Partners Capital Group, Aspire Holdings.
- Status: Privately Held (backing).
Who backs The Wealth Alliance
2- ·Watch The Wealth Alliance: the Monday email on marks, rounds and moves
The Wealth Alliance funding rounds
No funding rounds for The Wealth Alliance are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
The Wealth Alliance investors
2 investors are on record for The Wealth Alliance, including Wealth Partners Capital Group and Aspire Holdings.
About The Wealth Alliance
Provider of advisory services intended for individuals and businesses. The company offers portfolio management, retirement cash flow planning, estate planning, eldercare planning, succession planning, and other related financial advisory services, thereby revolutionizing the client experience, peace of mind, and unbiased advice.
- Sector
- Business Products and Services (B2B)
- HQ
- Melville, NY, United States
- Employees
- 22
- Website
- thewealthalliance.com/
- Ownership
- Privately Held (backing)
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The Wealth Alliance doesn't have a valuation on record yet — one is published once a priced round, a reported valuation, fund marks, or secondary prints surface in our sources. The rest of the record below builds toward it.