


CleverAlpha Asset Management
Investment Management • Manhattan Beach, California, United States • 1-10 Employees
Company overview
| Headquarters | 425 15th Street, Suite 3321, Manhattan Beach, California 90266, US |
| Phone number | +13102937837 |
| Website | |
| NAICS | 5231 |
| Keywords | Roth Ira, Algorithmic Trading, Traditional Ira, 401K Rollovers, Tailored Portfolios, Crypto - Digital Assets, Fully White Label-Able Platform, Investment/Savings Accounts, Simple Rollovers, Ugma/Utma Accounts For Kids |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at CleverAlpha Asset Management
Rick Cabanes
Chief Executive Officer
CleverAlpha Asset Management Email Formats
CleverAlpha Asset Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@cleveralpha.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cleveralpha.com | 75% |
{first name}{last name} | johndoe@cleveralpha.com | 25% |
About CleverAlpha Asset Management
We've brought together the best of Wall Street, Silicon Valley and Academia to manage your assets with a guiding principle to invest in the lowest fee investments so that your money can grow for you. CleverAlpha is an investment advisor registered with the Securities and Exchange Commission (SEC). Any reference to the advisory services refers to CleverAlpha Asset Management, LLC. Registration does not imply a certain level of training nor does it imply an endorsement by the SEC. Past performance is not a guarantee of future results, nor is it necessarily indicative of any future performance. Please keep in mind that investing involves risks.
CleverAlpha Asset Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
CleverAlpha Asset Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
CleverAlpha Asset Management has never raised funding before.
CleverAlpha Asset Management Tech Stack
Discover the technologies and tools that power CleverAlpha Asset Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Miscellaneous
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Frequently asked questions
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