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Alternative Brokerage

2013 FOUNDED
PRIVATE STATUS
1-10 EMPLOYEES
Angel LATEST DEAL TYPE
$500K LATEST DEAL AMOUNT
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.

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 50325
  • United States

+1 (515) 000-0000
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Alternative Brokerage Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Angel (individual) 21-Oct-2014 $500K 00000 Completed Startup
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Alternative Brokerage Executive Team (3)

Name Title Board
Seat
Contact
Info
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)

Name Representing Role Since Contact
Info
Harry Stout Alternative Brokerage Consultant & Board Member 000 0000