


Aline Wealth Email Formats
Financial Services • Melville, New York, United States • 1-10 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.
| Format | Example | Percentage |
|---|---|---|
{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
Peter J. Klein
Chief Investment Officer | Founder
Mark Kravietz
Managing Partner | Founder
Lissette Almanzar
Associate Director
Catherine Crunden
Executive Director
Company overview
| Headquarters | 445 Broad Hollow Rd, Suite 332, Melville, New York 11747, US |
| Phone number | +16317942666 |
| Website | |
| NAICS | 52 |
| Founded | 2020 |
| Employees | 1-10 |
| 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
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.
CDN
Security
CMS
Miscellaneous
CDN
JavaScript libraries
Analytics
Video players
UI frameworks
Development
CDN
PaaS
Frequently asked questions
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