The Wealth Alliance - Crunchbase Company Profile & Funding

Q: Who invested in The Wealth Alliance?

The Wealth Alliance has 2 investors including HGGC And Wealth Partners Capital Group.

Overview

The Wealth Alliance

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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

Recent Events

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 The Wealth Alliance

CB Rank

864981

The Wealth Alliance offers financial planning and seasoned advisory services to to individuals and businesses.

Founded

obfuscation

Private

Private Equity

Melville, New York, United States

11-50

thewealthalliance.com/

Advice

Financial Services

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Details

Operating Status

Active

Company Type

For Profit

Phone Number

+1-631-670-0682

Contact Email

info@thewealthalliance.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Runway Speculation

Products & Services

Financial Planning Services

Provides tailored financial planning advice to individuals and businesses to help manage wealth and achieve financial goals.

Investment Advisory Services

Offers investment advice and portfolio management to clients, acting as a fiduciary to prioritize client interests.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - The Wealth Alliance	2	obfuscated obfuscation	HGGC, Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - The Wealth Alliance	2	obfuscated obfuscation	HGGC, Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - The Wealth Alliance	2	obfuscated obfuscation	HGGC, Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - The Wealth Alliance	2	obfuscated obfuscation	HGGC, Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - The Wealth Alliance	2	obfuscated obfuscation	HGGC, Wealth Partners Capital Group	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - The Wealth Alliance	2	obfuscated obfuscation	HGGC, Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - The Wealth Alliance	2	obfuscated obfuscation	HGGC, Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - The Wealth Alliance	2	obfuscated obfuscation	HGGC, Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - The Wealth Alliance	2	obfuscated obfuscation	HGGC, Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - The Wealth Alliance	2	obfuscated obfuscation	HGGC, Wealth Partners Capital Group	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
HGGC	Yes	Private Equity Round - The Wealth Alliance	—
HGGC	Yes	Private Equity Round - The Wealth Alliance	—
HGGC	Yes	Private Equity Round - The Wealth Alliance	—
HGGC	Yes	Private Equity Round - The Wealth Alliance	—
HGGC	Yes	Private Equity Round - The Wealth Alliance	—