AlphaCore Wealth Advisory Revenue

Financial Services • 1200 Prospect Street, 200, United States • 51-100 Employees

AlphaCore Wealth Advisory revenue & valuation

Annual revenue	$3,500,000
Revenue per employee	$48,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$11,200,000
Total funding	No funding

Key Contacts at AlphaCore Wealth Advisory

Dick Pfister

Chief Executive Officer/Founder

Meg Machado

Marketing Director

David Engel

Managing Director, Venture Capital

Jessica Cafferata

Managing Director, Financial Planning

Madeline Hume

Associate Director Of Research

Walter Murphy

Northeast Business Development Director

Nathan Stewart

Director Of Business Development

Robert S. Mikulski

Managing Director, Client Service & Operations

Noma Nkala-Hendon

Director Of Client Services

Johann Lee

Director Of Research

Company overview

Headquarters	1200 Prospect Street, 200, La Jolla, CA 92037, US
Phone number	+18588754100
Website	alphacore.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Financial Planning, Alternative Investments, Estate Planning, Investment Management, Legacy Planning, Family Office Services, San Diego, La Jolla
Founded	2015
Employees	51-100
Socials

AlphaCore Wealth Advisory Email Formats

AlphaCore Wealth Advisory uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@alphacorewealth.com), used 78.6% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@alphacorewealth.com	78.6%
{first name}{last name}	johndoe@alphacorewealth.com	17.9%
{last name}{last name}	doedoe@alphacorewealth.com	3.6%

About AlphaCore Wealth Advisory

We believe your financial world deserves a unique approach. Our team of experienced professionals prioritizes your goals, crafting personalized plans that go beyond the ordinary. AlphaCore Wealth Advisory is a Southern-California based, independent registered investment advisory firm with a national presence providing comprehensive wealth planning services and differentiated investment solutions across both public and private markets. Our approach focuses on managing risk, minimizing downside market volatility, and maximizing after-tax returns to help you achieve your financial goals. At AlphaCore, your trust is our driving force – this is the AlphaCore difference, redefining the next generation of wealth management. Let’s work together to uncover your alpha. Important Information: Clicking the “Like” button should not be considered a recommendation or testimonial or endorsement about security, service, product, or any associated person. For additional information about AlphaCore's social media guidelines, please visit: https://alphacore.com/alphacore-social-media/

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Senior

Employees by Department

AlphaCore Wealth Advisory has 36 employees across 8 departments.

Departments

Number of employees

Funding Data

Explore AlphaCore Wealth Advisory's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2024-01-05	1	N/A

Funding Insights

Number of funding rounds

Frequently asked questions

AlphaCore Wealth Advisory is located in 1200 Prospect Street, 200, US.

You can reach AlphaCore Wealth Advisory at +18588754100.

AlphaCore Wealth Advisory generates an estimated annual revenue of $3,500,000. This revenue figure reflects the company's market position and business performance in its industry.

AlphaCore Wealth Advisory has an estimated valuation of $11,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

AlphaCore Wealth Advisory was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

AlphaCore Wealth Advisory has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.