


Alphavest
Investment Management • Mount Pleasant, South Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 75 Port City Landing, Suite 110, Mount Pleasant, SC 29464, US |
| Phone number | +18666625742 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Alternative Investments, Foundation Management, Trust/Estate Planning, Dynamic Investment Models And Methodology, Fee-Only Conflicts Free Investment Management, Female Only Wealth Advisors, Perfect Day Planning Process, Fractional Family Office |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at Alphavest
Catherine Ginn
Marketing Director
Alphavest Email Formats
Alphavest uses 1 email format. The most common is {first name} (e.g., john@alphavest.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@alphavest.com | 100% |
About Alphavest
Investors today are overwhelmed by information, advice, emotion and data. This burden makes confident investing impossible. At Alphavest, our focus is on an objective, rules-based investment strategy. We know what works, we proactively pay attention to key investment indicators, and we manage assets with objectivity. Alphavest’s Dynamic Investment Models leverage streaming, global data and historically proven research, lending creative investment solutions and minimizing downside risks and lending creative investment solutions that produce consistent Alpha. Alphavest’s models are actively and tactically managed, ranging from extremely aggressive to moderate to conservative and are designed for short, medium and long-term investors. We excel at risk management with tactical and alternatives implementation that is critical for long-term sustainability for the current or future withdrawal needs in retirement and to suit the unique distribution needs of Trusts and Foundations. Our subsidiary, Alphavest 30Collective is a highly curated, fractional Family Office solution serving the needs of only 30 families at any given time. By providing a comprehensive suite of services tailored to the unique needs of each family we serve, Alphavest 30Collective helps high net worth individuals and families manage their wealth more effectively, protect their assets, and achieve their financial goals over multiple generations yet at a fraction of the size and cost of the typical Family Office model.
Alphavest revenue & valuation
| Annual revenue | $86,539 |
| Revenue per employee | $29,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $276,924 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Alphavest has never raised funding before.
Alphavest Tech Stack
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Frequently asked questions
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