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Alternative Wealth Management Logo
Alternative Wealth Management CB Rank
1475758
Heat Score
57
Alternative Wealth Management provides wealth management services with a focus on socially responsible investments.
Founded
obfuscation
Private Hartford, Connecticut, United States1-10 www.alternativewm.com
Financial Services
Real Estate
Real Estate Investment
Tax Preparation
Wealth Management
Overview

Alternative Wealth Management
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Alternative Wealth Management

CB Rank
1475758
Alternative Wealth Management provides wealth management services with a focus on socially responsible investments.
Founded
obfuscation
Private Hartford, Connecticut, United States1-10 www.alternativewm.com
Financial Services
Real Estate
Real Estate Investment
Tax Preparation
Wealth Management

Details

Legal Name Patrick Capital Markets, LLC
Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Private Tax Advantaged Investment Programs
Investment programs focused on tax mitigation through private placements and alternative assets, including real estate and oil & gas.
Donor Advised Funds
Charitable investment accounts allowing donors to contribute assets, receive immediate tax deductions, and recommend grants to qualified charities.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

IT Spend

$330.7KThis year, Alternative Wealth Management is projected to spend $330.7K on IT, according to Aberdeen.

Active Website Tech Count

24Alternative Wealth Management is actively using 24 technologies for its website, according to BuiltWith. These include HSTS, Apple Mobile Web Clips Icon, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Alternative Wealth Management's headquarters? Alternative Wealth Management is located in Hartford, Connecticut, United States.Who are Alternative Wealth Management's competitors? Alternatives and possible competitors to Alternative Wealth Management may include Cerity Partners, JP Morgan, and  Aspiriant.
Who We Are
What We Do
Helpful Links
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