Alternativ Wealth
Alternativ Wealth is a next-generation wealth management company with over $500 million in assets under management. Founded in 2012 and rebranded in 2022, Alternativ Wealth purpose built its team, expertise, and resources to serve successful founders, executives, business owners, and professionals who have busy schedules and complex financial lives. The Alternativ Approach to Wealth Management blends the personal touch of a wealth advisor with a beautiful digital platform to create a magical planning experience you won’t find anywhere else. Alternativ, LLC is the parent company of Alternativ Wealth and is a rapidly growing technology company building a wealth management platform for entrepreneurial, growth-minded financial advisors and next-generation clients. Alternativ’s founders founded a multi-billion dollar company that IPO’d on the New York Stock Exchange, built a billion dollar asset manager, and grew a fintech giant from $1M to hundreds of millions in revenue. Alternativ is currently hiring financial advisors who want to be more than just another advisor at just another RIA. Alternativ is seeking advisors who are excited to join our mission and make a massive impact. Disclaimer: Atomi Financial Group, Inc. dba Alternativ Wealth (“Alternativ Wealth”) is an SEC-registered investment adviser based in Irvine, CA. The information contained herein is intended to offer general information and should not be interpreted as providing personalized investment advice for compensation or as a solicitation to engage in any particular securities transactions. Nothing stated on this LinkedIn page is intended to constitute legal, tax, or investment advice or any professional advice for that matter. Any subsequent, direct communication by Alternativ Wealth to a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
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Key Info
- 2021 Founded
- 310 Shaw Rd, South San Francisco, California, USA
- 23 Employees
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