Insights

Target Client Segments Alterity Financial Group serves a diverse client base including individuals, institutions, non-profits, and municipalities, indicating potential opportunities to tailor solutions for large-scale organizations and government entities seeking cost-effective investment management.

Growth in Investment Personnel Recent hires of experienced investment professionals and senior leadership suggest the firm is expanding its advisory capacity, presenting opportunities to offer premium financial products and consulting services.

Technology Integration The use of modern tech tools such as WordPress, MySQL, and SEO tactics indicates the company values digital presence and operational efficiency, providing avenues to promote advanced fintech solutions or digital advisory services.

Revenue & Market Position With revenue between one and ten million dollars and a lean employee base, Alterity Financial Group is positioned as a specialized provider, making it a receptive target for scalable investment products and strategic partnerships that reinforce its value proposition.

Competitive Landscape Competing with large firms like Charles Schwab and Fidelity, Alterity emphasizes low-cost, high-quality service, highlighting opportunities to introduce cost-effective alternative investment solutions and niche financial products that align with their mission.

Similar companies to Alterity Financial Group

Alterity Financial Group Tech Stack

Alterity Financial Group uses 8 technology products and services including RSS, WordPress, MySQL, and more. Explore Alterity Financial Group's tech stack below.

RSS
Content Management System
WordPress
Content Management System
MySQL
Database
jQuery
Javascript Libraries
Modernizr
Javascript Libraries
Yoast SEO
Search Engines
reCAPTCHA
Security
ZURB Foundation
UI Frameworks

Media & News

Alterity Financial Group's Email Address Formats

Alterity Financial Group uses at least 1 format(s):

Alterity Financial Group Email Formats	Example	Percentage
FLast@alterityfinancialgroup.com	JDoe@alterityfinancialgroup.com	44%
FirstL@alterityfinancialgroup.com	JohnD@alterityfinancialgroup.com	6%
FLast@alterityfinancialgroup.com	JDoe@alterityfinancialgroup.com	44%
FirstL@alterityfinancialgroup.com	JohnD@alterityfinancialgroup.com	6%

Frequently Asked Questions

Where is Alterity Financial Group's headquarters located?

Alterity Financial Group's main headquarters is located at 21 Main Street Suite 201 Bangor, Maine 04401 United States. The company has employees across 1 continents, including North America.

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

Alterity Financial Group's official website is alterityfinancialgroup.com and has social profiles on LinkedIn.

What is Alterity Financial Group's SIC code NAICS code?

Alterity Financial Group's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Alterity Financial Group have currently?

As of February 2026, Alterity Financial Group has approximately 11 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: A. P.President & Chief Executive Officer: J. C.Senior Vp, Cco/Coo: J. G.. Explore Alterity Financial Group's employee directory with LeadIQ.

What industry does Alterity Financial Group belong to?

Alterity Financial Group operates in the Financial Services industry.

What technology does Alterity Financial Group use?

Alterity Financial Group's tech stack includes RSSWordPressMySQLjQueryModernizrYoast SEOreCAPTCHAZURB Foundation.

What is Alterity Financial Group's email format?

Alterity Financial Group's email format typically follows the pattern of FLast@alterityfinancialgroup.com. Find more Alterity Financial Group email formats with LeadIQ.

Alterity Financial Group

Q: How many employees does Alterity Financial Group have currently?

Alterity Financial Group has approximately 11 employees.

Q: What technology does Alterity Financial Group use?

Alterity Financial Group's tech stack includes RSS, WordPress, Apache, Gravity Forms, Twemoji.

Financial ServicesMaine, United States11-50 Employees

Alterity Financial Group is an SEC registered Independent Registered Investment Advisor that was founded with the intent of providing a low cost, high quality service and superior investment performance through direct ownership of various asset classes vs. the watered down/high cost product based investments that are used so extensively by most brokers and advisors. Alterity Financial Group seeks to manage the investments for individuals, institutions, non-profits, municipalities, trust assets and other various entities and organizations. We offer portfolio management, retirement planning, Insurance and wealth management solutions to individuals, small business and institutions through separately managed accounts, retirement plans and sub advisory services.