COMPANY PROFILE

Alternativ Wealth

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Wealth management company with over $500 million in assets under management

Irvine, United StatesFounded 2022Fintech

Valuation $25–50M Last recorded · 2023

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Alternativ Wealth

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.

Source: Dealroom company data

At a glance

Status: Operational
Founded: 2022
Headquarters: Irvine, United States
Employees: 23
Open positions: None listed
Dealroom signal: 48.3/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech
Client focus: b2b
Investment activity: 1 company, latest Sep 2023
Capital deployed: —
Preferred round: MERGER
Links: Website

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Funding history

2 recorded events

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	↗

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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.

Latest monthly visits180 3-month web change-91.4% 1-year team growth0%

Monthly website visitsJun 2023–Apr 2024

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