Alpha Beta Gamma Wealth Management - Crunchbase Company Profile & Funding

Start Free Trial

Overview

Alpha Beta Gamma Wealth Management

Growth Score

77

Heat Score

46

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Alpha Beta Gamma Wealth Management

CB Rank

2124508

Alpha Beta Gamma Wealth Management offers asset management, wealth transfer, life insurance, retirement, and financial planning services.

Acquired by

Twenty Four Wealth

Private

Palm Beach Gardens, Florida, United States

Asset Management

Financial Services

Professional Services

Key People

Joanne Robin: Managing Director
Curtis Lyman: CEO & CIO

Details

Also Known As

ABGWealth

Operating Status

Active

Company Type

For Profit

About the Company

Alpha Beta Gamma Wealth Management offers asset management, wealth transfer, life insurance, retirement, and financial planning services.

Phone Number

+1 561-207-6399

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Asset Management

Service managing clients' investment portfolios to meet financial goals through diversified asset allocation and risk management.

Wealth Transfer

Planning and executing strategies to transfer wealth to heirs or beneficiaries efficiently and according to client wishes.

Unlock More with Crunchbase Pro

Full access to financial & funding data on unlimited profiles
Export up to 2k results/month for analysis
Track market signals on competitors, products, and R&D
Preview private company insights and predictions

Financials

M&A Details

Alpha Beta Gamma Wealth Management

was acquired by

Twenty Four Wealth

on

obfuscation

.

Transaction Name

Alpha Beta Gamma Wealth Management acquired by Twenty Four Wealth

Acquired by

Twenty Four Wealth

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

Joanne Robin Managing Director
Curtis Lyman CEO & CIO

News

News and Press

News•

Mar 12, 2025

obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated

Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

IT Spend

$337.5K

This year,

Alpha Beta Gamma Wealth Management

is projected to spend

on IT, according to Aberdeen.

Active Website Tech Count

7

Alpha Beta Gamma Wealth Management

is actively using

7

technologies for its website, according to BuiltWith. These include

,

U.S. Server Location

, and

.

Lists Featuring This Company

Lists Featuring This Company

Financial Services Acquired Companies With Fewer Than 100 Employees

4,268 Number of Organizations • $30.4B Total Funding Amount • 4,468 Number of Investors

Professional Services Acquired Companies With Fewer Than 100 Employees

1,053 Number of Organizations • $1.2B Total Funding Amount • 360 Number of Investors

Professional Services Acquired Companies With Fewer Than 50 Employees

866 Number of Organizations • $499.6M Total Funding Amount • 230 Number of Investors

Southern US Financial Services Acquired Companies

1,147 Number of Organizations • $56.7B Total Funding Amount • 597 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Alpha Beta Gamma Wealth Management

's headquarters?

Alpha Beta Gamma Wealth Management

is located in

Palm Beach Gardens, Florida, United States

.

Who are

Alpha Beta Gamma Wealth Management

's competitors? Alternatives and possible competitors to

Alpha Beta Gamma Wealth Management

may include

Concierge Financial Organization

,

Parable Wealth Partners

, and

Formidable Asset Management

.