Company Profiles

driven by the PitchBook Platform

Alternative Brokerage

Description

Provider of investment assistance services. The company helps its users in working with broker-dealers, banks and credit unions, traditional producer groups and registered investment advisors as they expand their product offering to include fixed, indexed and alternative products.

2013

Founded

PRIVATE

Status

1-10

Employees

Angel

Latest Deal Type

$500k

Latest Deal Amount

$500k

Total Amount Raised

Description

Provider of investment assistance services. The company helps its users in working with broker-dealers, banks and credit unions, traditional producer groups and registered investment advisors as they expand their product offering to include fixed, indexed and alternative products.

Website:

www.alternativebrokerage.com

Ownership Status

Privately held (backing)

Financing Status

Angel-Backed

Primary Industry

Accounting, Audit and Tax Services (B2C)

Other Industries

Other Services (B2C Non-Financial)

Primary Office

7405 University Avenue Suite 10 Clive, IA 50325United States +1 (515) 279-1010
Request a free trial to the PitchBook Platform
You're viewing a free company profile from the PitchBook Platform. To explore Alternative Brokerage's full profile, request a free trial.

Alternative Brokerage Valuation and Funding

Request access
Deal TypeDateAmountRaised to DatePost-ValStatusStage

Alternative Brokerage Executive Team (3)

NameTitleBoard
Seat
Contact
Info
Bob PhillipsManaging Director & Founder
Mitchell WhitneySenior Vice President, Sales & Marketing & Chief Marketing Officer
Harry StoutConsultant & Board Member
Bob Phillips Managing Director & Founder
Mitchell Whitney Senior Vice President, Sales & Marketing & Chief Marketing Officer
Harry Stout Consultant & Board Member

Alternative Brokerage Board Members (1)

NameRepresentingRoleSinceContact
Info
Harry StoutAlternative BrokerageConsultant & Board Member000 0000
Harry Stout Consultant & Board Member Alternative Brokerage
Request full access to PitchBook