Insights

Client-Centric Approach ALINE WEALTH emphasizes a highly personalized, holistic wealth management service that prioritizes deep client understanding and tailored solutions, creating opportunities to offer advanced financial planning tools or exclusive advisory services to support their bespoke offerings.

Niche Market Positioning As a small firm with 2-10 employees, ALINE WEALTH likely seeks strategic partnerships to expand its service capacity, presenting potential sales opportunities in technology platforms, operational support, or scalable financial products tailored for boutique advisory firms.

Modern Technology Stack Utilizing advanced tools like React, PWA, and Google Tag Manager suggests the firm values innovative technology, opening avenues to introduce new digital solutions, client engagement platforms, or data analytics services that enhance their client experience.

Market Growth Potential Operating within a competitive landscape alongside large firms with extensive client bases, ALINE WEALTH might be interested in growth services such as brand positioning, targeted marketing, or strategic acquisitions to increase its market share.

Revenue Range Focus With revenue between 1M and 10M, ALINE WEALTH presents a compelling opportunity for financial services, technology, or consultant providers aiming to deliver scalable solutions that support growth while maintaining personalized service quality.

ALINE WEALTH Tech Stack

ALINE WEALTH uses 8 technology products and services including HubSpot Analytics, Unpkg, Font Awesome, and more. Explore ALINE WEALTH's tech stack below.

  • HubSpot Analytics
    Analytics
  • Unpkg
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • React
    Javascript Frameworks
  • Emotion
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • PWA
    Miscellaneous
  • Google Tag Manager
    Tag Management

Media & News

ALINE WEALTH's Email Address Formats

ALINE WEALTH uses at least 1 format(s):
ALINE WEALTH Email FormatsExamplePercentage
FLast@alinewealth.comJDoe@alinewealth.com
50%
FLast@alinewealth.comJDoe@alinewealth.com
50%

Frequently Asked Questions

Where is ALINE WEALTH's headquarters located?

Minus sign iconPlus sign icon
ALINE WEALTH's main headquarters is located at 445 Broad Hollow Road, Suite 332. The company has employees across 1 continents, including North America.

What is ALINE WEALTH's official website and social media links?

Minus sign iconPlus sign icon
ALINE WEALTH's official website is alinewealth.com and has social profiles on LinkedIn.

What is ALINE WEALTH's NAICS code?

Minus sign iconPlus sign icon
ALINE WEALTH's NAICS code is 52 - Finance and Insurance.

How many employees does ALINE WEALTH have currently?

Minus sign iconPlus sign icon
As of December 2025, ALINE WEALTH has approximately 9 employees across 1 continents, including North America. Key team members include Managing Partner | Founder: M. K.Associate Director: L. A.Executive Director: C. C.. Explore ALINE WEALTH's employee directory with LeadIQ.

What industry does ALINE WEALTH belong to?

Minus sign iconPlus sign icon
ALINE WEALTH operates in the Financial Services industry.

What technology does ALINE WEALTH use?

Minus sign iconPlus sign icon
ALINE WEALTH's tech stack includes HubSpot AnalyticsUnpkgFont AwesomeReactEmotionModernizrPWAGoogle Tag Manager.

What is ALINE WEALTH's email format?

Minus sign iconPlus sign icon
ALINE WEALTH's email format typically follows the pattern of FLast@alinewealth.com. Find more ALINE WEALTH email formats with LeadIQ.

When was ALINE WEALTH founded?

Minus sign iconPlus sign icon
ALINE WEALTH was founded in 2020.

ALINE WEALTH

Financial ServicesNew York, United States2-10 Employees

Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you. It means we listen more than we talk. We dig deep to understand you, your family, your business, your unique circumstances and your legacy. 

And while we are focused on providing comprehensive solutions for your future and your legacy, we bring something even more rare: honest, client-focused intelligence, where clients come first. And second. And third. 

We are fiduciaries, meaning we are legally, professionally and personally obligated to you and you alone. No products, no opaque expenses, no company quotas and no agenda but yours.

From asset allocation to estate planning. Cash flow analysis to tax strategy. Building your business to exiting it. And, above all, keeping a promise one generation makes to another. 

ALINE means comprehensive, holistic wealth management solutions with a decidedly human touch. We will work tirelessly to help ensure your goals and needs remain ALINED through every twist and turn of your financial journey.  

Because in the end, the most important investment we make is in you.

Securities offered through HighTower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.

Section iconCompany Overview

Headquarters
445 Broad Hollow Road, Suite 332
NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    ALINE WEALTH's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    ALINE WEALTH's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.