Key facts
- Notable investors include Wealth Partners Capital Group, Aspire Holdings.
- Status: Privately Held (backing).
- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for The Wealth Alliance
- ·The full record, as it builds
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.
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)
The Wealth Alliance doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in The Wealth Alliance shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on The Wealth Alliance in its N-PORT filings yet. We sweep new filings monthly.