Alternative Brokerage Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Private

  • Employees
  • 8

Employees

  • Latest Deal Type
  • 2ndary - Private

Alternative Brokerage General Information

Description

Provider of investment assistance services based in Clive, Iowa. The company provides annuity and index marketing, builds dynamic and custom platforms to suit the needs of 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, enabling clients to boost sales and reach the untapped markets.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Formerly Angel backed
Primary Industry
Insurance Brokers
Corporate Office
  • 7405 University Avenue
  • Suite 10
  • Clive, IA 50325
  • United States
+1 (855) 000-0000

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Alternative Brokerage Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Secondary Transaction - Private 00000 Completed Generating Revenue
1. Angel (individual) 21-Oct-2014 00000 00000 Completed Startup
To view Alternative Brokerage’s complete valuation and funding history, request access »

Alternative Brokerage Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of investment assistance services based in Clive, Iowa. The company provides annuity and index marketing, build
Insurance Brokers
Clive, IA
8 As of 2015
00000
000000 - 000 00000

000000

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000000000 0000000
Walnut Creek, CA
000 As of 0000
000000000 00

00000

uis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat
000000000 0000000
Manhasset, NY
00 As of 0000
000000000000
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Alternative Brokerage Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Heffernan Insurance Brokers Private Equity-Backed Walnut Creek, CA 000 000000000 00
Agent Support Group Private Equity-Backed Manhasset, NY 00 000000000000
Momentous Insurance Brokerage Corporate Backed or Acquired Van Nuys, CA 000 000000&0
You’re viewing 3 of 3 competitors. Get the full list »

Alternative Brokerage Executive Team (2)

Name Title Board Seat Contact Info
Mitchell Whitney Senior Vice President of Sales & Marketing
You’re viewing 1 of 2 executive team members. Get the full list »

Alternative Brokerage Board Members (1)

Name Representing Role Since
Harry Stout Self Board Member 000 0000
To view Alternative Brokerage’s complete board members history, request access »

Alternative Brokerage Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Alternative Brokerage FAQs

  • When was Alternative Brokerage founded?

    Alternative Brokerage was founded in 2012.

  • Who is the founder of Alternative Brokerage?

    Bob Phillips is the founder of Alternative Brokerage.

  • Where is Alternative Brokerage headquartered?

    Alternative Brokerage is headquartered in Clive, IA.

  • What is the size of Alternative Brokerage?

    Alternative Brokerage has 8 total employees.

  • What industry is Alternative Brokerage in?

    Alternative Brokerage’s primary industry is Insurance Brokers.

  • Is Alternative Brokerage a private or public company?

    Alternative Brokerage is a Private company.

  • What is Alternative Brokerage’s current revenue?

    The current revenue for Alternative Brokerage is 000000.

  • How much funding has Alternative Brokerage raised over time?

    Alternative Brokerage has raised $500K.

  • Who are Alternative Brokerage’s competitors?

    Heffernan Insurance Brokers, Agent Support Group, and Momentous Insurance Brokerage are competitors of Alternative Brokerage.

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