Insights

Independence and Trust Alpha Investment Consulting Group emphasizes its independence and objectivity, making it an attractive partner for institutional clients seeking unbiased investment advice. This commitment can be a strong selling point for prospects valuing fiduciary responsibility and conflict-free consultation.

Specialized Market Focus As a firm dedicated exclusively to institutional investment consulting, Alpha targets a niche segment with high-value clients. Leveraging this specialization could open opportunities to cross-sell advanced advisory services or collaborate on complex portfolio strategies.

Potential for Growth With revenue estimated between 100 million and 250 million and a small team of 2 to 10 employees, Alpha may be seeking strategic partnerships or technological solutions to scale operations while maintaining client trust and service quality.

Technological Infrastructure The use of multiple digital tools and analytics platforms suggests Alpha is technologically savvy. This presents opportunities to offer solutions that enhance digital engagement, reporting, or compliance capabilities tailored for small to mid-sized financial consulting firms.

Market Positioning Compared to larger competitors like Cambridge Associates and Mercer, Alpha could differentiate itself through its independence, personalized service model, and fiduciary focus, presenting a compelling narrative for high-net-worth or institutional clients seeking tailored investment strategies.

Similar companies to Alpha Investment Consulting Group, LLC

Alpha Investment Consulting Group, LLC Tech Stack

Alpha Investment Consulting Group, LLC uses 8 technology products and services including jsDelivr, jQuery CDN, Open Graph, and more. Explore Alpha Investment Consulting Group, LLC's tech stack below.

  • jsDelivr
    Content Delivery Network
  • jQuery CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • Mailchimp
    Email
  • Microsoft 365
    Email
  • reCAPTCHA
    Security
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts

Media & News

Alpha Investment Consulting Group, LLC's Email Address Formats

Alpha Investment Consulting Group, LLC uses at least 1 format(s):
Alpha Investment Consulting Group, LLC Email FormatsExamplePercentage
FLast@alpha-investment.comJDoe@alpha-investment.com
47%
First@alpha-investment.comJohn@alpha-investment.com
3%
FLast@alpha-investment.comJDoe@alpha-investment.com
47%
First@alpha-investment.comJohn@alpha-investment.com
3%

Frequently Asked Questions

Where is Alpha Investment Consulting Group, LLC's headquarters located?

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Alpha Investment Consulting Group, LLC's main headquarters is located at 111 East Kilbourn Avenue, Suite 1600. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Alpha Investment Consulting Group, LLC's phone number?

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You can contact Alpha Investment Consulting Group, LLC's main corporate office by phone at . 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 Alpha Investment Consulting Group, LLC's official website and social media links?

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Alpha Investment Consulting Group, LLC's official website is alpha-investment.com and has social profiles on LinkedIn.

What is Alpha Investment Consulting Group, LLC's NAICS code?

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Alpha Investment Consulting Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Alpha Investment Consulting Group, LLC have currently?

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As of December 2025, Alpha Investment Consulting Group, LLC has approximately 9 employees across 3 continents, including North AmericaAfricaAsia. Key team members include President: M. N.President: M. R.Managing Partner: R. B.. Explore Alpha Investment Consulting Group, LLC's employee directory with LeadIQ.

What industry does Alpha Investment Consulting Group, LLC belong to?

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Alpha Investment Consulting Group, LLC operates in the Financial Services industry.

What technology does Alpha Investment Consulting Group, LLC use?

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Alpha Investment Consulting Group, LLC's tech stack includes jsDelivrjQuery CDNOpen GraphMailchimpMicrosoft 365reCAPTCHAGoogle AnalyticsAdobe Fonts.

What is Alpha Investment Consulting Group, LLC's email format?

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Alpha Investment Consulting Group, LLC's email format typically follows the pattern of FLast@alpha-investment.com. Find more Alpha Investment Consulting Group, LLC email formats with LeadIQ.

When was Alpha Investment Consulting Group, LLC founded?

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Alpha Investment Consulting Group, LLC was founded in 1989.

Alpha Investment Consulting Group, LLC

Financial ServicesWisconsin, United States2-10 Employees

Founded in 1989, Alpha grew from the simple premise that effective financial consultants should be Independent, Objective and Trusted.   Nearly 25 years later, these same principles remain at the heart of every client relationship and every service we provide.                                                                                       

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Alpha Investment Consulting Group, LLC is an independent, employee-owned, SEC registered investment consulting firm dedicated exclusively to institutional investment consulting.  We have no affiliations with brokerage operations or other service providers, and we have no products to sell.  Independence from other lines of business allows us to minimize potential conflicts of interest, and maximize the value we add to our client’s portfolios.  

Alpha is dedicated to helping our clients meet their investment goals and fiduciary responsibilities.  Please contact us today and allow us to demonstrate how Alpha can be of value to you.

Section iconCompany Overview

Headquarters
111 East Kilbourn Avenue, Suite 1600
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    Alpha Investment Consulting Group, LLC's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Alpha Investment Consulting Group, LLC's revenue is estimated to be in the range of $100M$250M

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