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Aline Wealth

Aline Wealth Email Formats

Financial ServicesFlag of USMelville, New York, United States1-10 Employees

Aline Wealth Email Formats

Aline Wealth uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@alinewealth.com), used 50% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@alinewealth.com
50%
{first initial}{last name}
jdoe@alinewealth.com
37.5%
{last name}{last name}
doedoe@alinewealth.com
12.5%

Key Contacts at Aline Wealth

Flag of US

Peter J. Klein

Chief Investment Officer | Founder

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Mark Kravietz

Managing Partner | Founder

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Lissette Almanzar

Associate Director

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Catherine Crunden

Executive Director

Company overview

Headquarters445 Broad Hollow Rd, Suite 332, Melville, New York 11747, US
Phone number+16317942666
Website
NAICS52
Founded2020
Employees1-10
Socials

About Aline Wealth

Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you. It means we listen more than we talk. We dig deep to understand you, your family, your business, your unique circumstances and your legacy. And while we are focused on providing comprehensive solutions for your future and your legacy, we bring something even more rare: honest, client-focused intelligence, where clients come first. And second. And third. We are fiduciaries, meaning we are legally, professionally and personally obligated to you and you alone. No products, no opaque expenses, no company quotas and no agenda but yours. From asset allocation to estate planning. Cash flow analysis to tax strategy. Building your business to exiting it. And, above all, keeping a promise one generation makes to another. ALINE means comprehensive, holistic wealth management solutions with a decidedly human touch. We will work tirelessly to help ensure your goals and needs remain ALINED through every twist and turn of your financial journey. Because in the end, the most important investment we make is in you. Securities offered through HighTower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Entry
Founder/Owner

Employees by Department

Aline Wealth has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Aline Wealth has never raised funding before.

Aline Wealth Tech Stack

Discover the technologies and tools that power Aline Wealth's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

jQuery CDN

CDN

reCAPTCHA

reCAPTCHA

Security

Contentful

Contentful

CMS

PWA

PWA

Miscellaneous

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Bootstrap

Bootstrap

UI frameworks

styled-components

styled-components

Development

Amazon S3

Amazon S3

CDN

Amazon Web Services

Amazon Web Services

PaaS

Frequently asked questions

Aline Wealth is located in Melville, New York, US.
You can reach Aline Wealth at +16317942666.
Aline Wealth was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Aline Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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