The Wealth Alliance Revenue

Financial Services • Melville, New York, United States • 21-50 Employees

The Wealth Alliance revenue & valuation

Annual revenue	$1,882,210
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,100,000
Total funding	No funding

Key Contacts at The Wealth Alliance

Robert Conzo

Ceo And Managing Director

Eric Diton

President & Managing Director, Cima®

Matt Thomson

Director Of Operations

Jennine Rochlin Leale

Director Of Human Resources

Company overview

Headquarters	105 Broadhollow Rd., Melville, NY 11747, US
Phone number	+15619108626
Website	thewealthalliance.com
NAICS	52
Employees	21-50
Socials

The Wealth Alliance Email Formats

The Wealth Alliance uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@thewealthalliance.com), used 42.9% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@thewealthalliance.com	42.9%
{first name}{last name}	johndoe@thewealthalliance.com	42.9%
{first initial}{first initial}{first initial}	jjj@thewealthalliance.com	14.3%

About The Wealth Alliance

The Wealth Alliance is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Wealth Alliance and its representatives are properly licensed or exempt from licensure. The firm is fully committed to revolutionizing the client experience with experienced advisors on staff who are supported by a knowledgeable team of service professionals.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

The Wealth Alliance has 12 employees across 5 departments.

Departments

Number of employees

Funding Data

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

Funding Date	Round	Amount	Link to Article
2025-02-28	11	N/A

Funding Insights

Number of funding rounds

The Wealth Alliance Tech Stack

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

Cloudflare Bot Management

Security

Gravity Forms

Form builders

Site Kit

Analytics

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Yoast SEO

SEO

Google Tag Manager

Tag managers

Frequently asked questions

The Wealth Alliance is located in Melville, New York, US.

You can reach The Wealth Alliance at +15619108626.

The Wealth Alliance generates an estimated annual revenue of $1,882,210. This revenue figure reflects the company's market position and business performance in its industry.

The Wealth Alliance has an estimated valuation of $6,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Wealth Alliance has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.