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Alternativ Wealth
Fintech · Irvine, United States · Founded 2022
Wealth management company with over $500 million in assets under management MoreLess
Alternativ Wealth is an investment advisory firm based in Irvine, CA, specializing in personalized financial planning and wealth management services. The company serves a diverse clientele, including founders, executives, business owners, and professionals, helping them achieve financial freedom through tailored financial plans. Alternativ Wealth's approach involves a comprehensive review of clients' financial situations, identifying strategies to meet their goals, and implementing investment strategies that are continuously monitored to stay on track. The firm also emphasizes tax planning to optimize tax efficiency, ensuring that clients can maximize their wealth. Operating in the financial advisory market, Alternativ Wealth generates revenue through advisory fees charged for their personalized services. The business model focuses on long-term client relationships, offering ongoing support and adjustments to financial plans as needed.
Keywords: financial planning, investment strategies, wealth management, tax efficiency, founders, executives, business owners, professionals, personalized plans, advisory fees.
Company overview
Alternativ Wealth company information
The essential company record, classifications and operating signals in one place.
- Status
- Operational
- Founded
- 2022
- Headquarters
- Irvine, United States
- Employees
- 23
- Open positions
- None listed
- Dealroom signal
- 48.3
- Investment activity
- 1 companies · latest Sep 2023
- Capital deployed
- —
- Preferred round
- MERGER
Valuation & funding
Alternativ Wealth funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| MERGEROther financing | Sep 2023 | $0 | — | Compound | ↗ |
| LATE VCOther financing | Jun 2023 | $10M | $40M | Undisclosed | ↗ |
Financials
Workforce over time
Available workforce history. Financial fields without reported data are omitted.
| Year | Employees |
|---|---|
| 2026 | 23 |
| 2025 | 23 |
| 2024 | 23 |
| 2023 | 23 |
Growth signals
Alternativ Wealth website traffic
Latest recorded traffic for Alternativ Wealth is 180 monthly website visits, down 91.4% over the last three months. Alternativ Wealth's team grew 0% over the past year.
Comparisons
Alternativ Wealth compared with similar companies
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Capital deployed
Alternativ Wealth investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Talent graph
Alternativ Wealth's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where Alternativ Wealth has talent and traffic
In the news
Latest news about Alternativ Wealth
Recent press, funding announcements, and product moves mentioning Alternativ Wealth — open to read from the original sources.
Market sentiment
What the market is saying about Alternativ Wealth
An AI-synthesized read of the highest-engagement posts about Alternativ Wealth on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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