Alternative Brokerage Overview

  • Founded
  • 2013

  • Status
  • Private

  • Employees
  • 8

  • Latest Deal Type
  • Angel

  • Latest Deal Amount
  • $500K

Alternative Brokerage General Information


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.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
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 & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Angel (individual) 21-Oct-2014 $500K 00000 Completed Startup
To view Alternative Brokerage’s complete valuation and funding history, request access »

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
To view Alternative Brokerage’s complete executive team members history, request access »

Alternative Brokerage Board Members (1)

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

Alternative Brokerage Signals

Growth Rate

0.80% Weekly
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


Similarweb Unique Visitors


Majestic Referring Domains


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