Align Wealth Advisors
Financial Services • 
Laguna Hills, California, United States • 1-10 Employees
Company overview
| Headquarters | 24031 El Toro Rd, Suite 210, Laguna Hills, California 92653, US |
| Phone number | +19497158585 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Tax Planning, Wealth Management, Finance, Life Insurance, Wealth, Financial Planning, Estate Planning, Mutual Funds, Retirement, Annunities, College Savings, Long-Term Care Insurance, Behavioral Finance, Investment Allocation, Behavioral Financial Advisor |
| Founded | 2011 |
| Employees | 1-10 |
| Socials |
Key Contact at Align Wealth Advisors
Karie Evans Writer Marketing
Director of Client Relations/In-House Marketing
Align Wealth Advisors Email Formats
Align Wealth Advisors uses 2 email formats. The most common is {first name} (e.g., john@alignwealthadvisors.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@alignwealthadvisors.com | 66.7% |
{first initial} | j@alignwealthadvisors.com | 33.3% |
About Align Wealth Advisors
We are an innovative behavioral finance-forward lifestyle-based planning and management firm actively recruiting continuity and succession partners. The core of our partner value proposition is Plan.Prepare.Prosper., an evolution from our client value proposition of Life.Wealth.Balance. We utilize the processes of innovation, psychology, neuroscience, and technology to craft true wealth platforms that serve our clients' values, not just their perceived order of operations. This overarching theme of lifestyle management, over just financial management, is the crux of our operations both with our clients and partners. The end goal for our clients as well as our partners is the same - to live out your success, the culmination of your life's work, in the way you have always envisioned.
Align Wealth Advisors revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Align Wealth Advisors has never raised funding before.
Align Wealth Advisors Tech Stack
Discover the technologies and tools that power Align Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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JavaScript frameworks
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Miscellaneous
JavaScript libraries
Ecommerce
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CMS
United Kingdom
Spain
Frequently asked questions
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