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.
Website
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 |
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 |