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Insights

Technology Expansion Recent partnership with Integrity Online Inc. indicates Allegiance Financial Group's commitment to expanding its technological infrastructure and digital capabilities, presenting opportunities to offer innovative IT solutions or financial tech integrations.

Targeted Client Services Focusing on high net worth individuals, corporations, and non-profits, the company seeks specialized financial products and advisory services, suggesting potential for tailored investment solutions and advanced estate planning tools.

Growth Potential With a relatively small team of 11-50 employees and revenue between 1 to 10 million dollars, Allegiance Financial Group is positioned for strategic growth and partnership opportunities to scale its operations and broaden its service offerings.

Digital Infrastructure Utilizing a diverse tech stack including AWS, Cloudflare, and Google services, the company is well-equipped for digital engagement and customer experience enhancements, opening avenues for cloud services, cybersecurity, and analytics solutions.

Market Competitiveness Operating within a competitive landscape alongside large firms like Fidelity and Morgan Stanley, Allegiance can leverage its niche focus and recent technological partnerships to differentiate its offerings and penetrate emerging segments.

Allegiance Financial Group Tech Stack

Allegiance Financial Group uses 8 technology products and services including Amazon Web Services, Amazon S3, Cloudflare CDN, and more. Explore Allegiance Financial Group's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon S3
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Google Maps
    Maps
  • Site24x7
    Real User Monitoring
  • Google Tag Manager
    Tag Management

Allegiance Financial Group's Email Address Formats

Allegiance Financial Group uses at least 1 format(s):
Allegiance Financial Group Email FormatsExamplePercentage
FLast@allegiancefin.comJDoe@allegiancefin.com
45%
Last@allegiancefin.comDoe@allegiancefin.com
5%
FLast@allegiancefin.comJDoe@allegiancefin.com
45%
Last@allegiancefin.comDoe@allegiancefin.com
5%

Frequently Asked Questions

Where is Allegiance Financial Group's headquarters located?

Minus sign iconPlus sign iconAllegiance Financial Group's main headquarters is located at 21820 Burbank Boulevard Suite 300 Woodland Hills, California United States. The company has employees across 1 continents, including North America.

What is Allegiance Financial Group's phone number?

Minus sign iconPlus sign icon You can contact Allegiance Financial Group's main corporate office by phone at
+1-818-888-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Allegiance Financial Group's official website and social media links?

Minus sign iconPlus sign iconAllegiance Financial Group's official website is allegiancefin.com and has social profiles on LinkedIn.

What is Allegiance Financial Group's NAICS code?

Minus sign iconPlus sign iconAllegiance Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Allegiance Financial Group have currently?

Minus sign iconPlus sign iconAs of February 2026, Allegiance Financial Group has approximately 15 employees across 1 continents, including North America. Key team members include Owner: A. P.Partner: J. L.Documentation And Compliance Manager: V. U.. Explore Allegiance Financial Group's employee directory with LeadIQ.

What industry does Allegiance Financial Group belong to?

Minus sign iconPlus sign iconAllegiance Financial Group operates in the Financial Services industry.

What technology does Allegiance Financial Group use?

Minus sign iconPlus sign iconAllegiance Financial Group's tech stack includes Amazon Web ServicesAmazon S3Cloudflare CDNFont AwesomeJSON-LDGoogle MapsSite24x7Google Tag Manager.

What is Allegiance Financial Group's email format?

Minus sign iconPlus sign iconAllegiance Financial Group's email format typically follows the pattern of FLast@allegiancefin.com. Find more Allegiance Financial Group email formats with LeadIQ.

Allegiance Financial Group

Financial ServicesCalifornia, United States11-50 Employees

Financial Services for High Net Worth Individuals, Corporations and Non-Profit Organizations.  Investment Management, Company Sponsored Retirement Plans, Estate Planning, Education Planning, Retirement Planning.  Life and Health Insurance.

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC 
Content is for general purposes only and is not an offer to buy or sell any security.  LPL Financial does not provide tax or legal advice.


LPL Financial Privacy Policy:  https://public.websteronline.com/personal/lpl-privacy-policy-and-opt-out-information

Section iconCompany Overview

Headquarters
21820 Burbank Boulevard Suite 300 Woodland Hills, California United States
Phone number
+1-818-888-****
Website
allegiancefin.com
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Allegiance Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Allegiance Financial Group's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    A. P.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. U.
    Documentation And Compliance Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. E.
    Credit Analyst Intern
    Phone icon
    Mobile Phone

Employee Directory

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