Insights

Regulatory backed Alterna Securities operates under SEC and FINRA oversight with custody through Pershing LLC, backed by BNY Mellon. This indicates strong compliance and custody reliability, suggesting sales opportunities in compliant tech integrations, risk management solutions, and enhanced reporting services to meet regulatory requirements.

Custody strength Custody via Pershing LLC with SIPC protection and Lloyd's extral coverage highlights robust asset protection. Target opportunities include enhanced cybersecurity, fraud detection, and client verification tools, as well as premium custody upgrade options for higher-net-worth clients.

Mid-market Small to mid-sized firm with 11-50 employees and revenue in the 50-100 million range positions it as a growing practice. Potential sales angles include scalable CRM, OMS/EMS integrations, cost-saving cloud services, and platform partnerships designed for growth without enterprise-scale pricing.

Tech footprint Use of tools like Cloudflare, Nginx, jQuery, and cloud-based assets suggests readiness for modernization and web security enhancements. Opportunities exist for web performance optimization, security hardening, API integrations, and modern analytics platforms for client insights.

Competitive landscape Revenue peers are large custodians and brokers, implying a need for differentiating services such as personalized client onboarding, fiduciary-grade reporting, and agile fintech integrations. Position offerings around client experience improvements, compliance automation, and targeted marketing tech for growth.

Alterna Securities Inc. Tech Stack

Alterna Securities Inc. uses 8 technology products and services including gstatic.com, Open Graph, Cloudflare, and more. Explore Alterna Securities Inc.'s tech stack below.

  • gstatic.com
    Content Delivery Network
  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • Brevo
    Live Chat
  • Microsoft Office
    Office Suites
  • Lua
    Programming Languages
  • HSTS
    Security
  • OpenResty
    Web Servers

Alterna Securities Inc.'s Email Address Formats

Alterna Securities Inc. uses at least 2 format(s):
Alterna Securities Inc. Email FormatsExamplePercentage
FLast@actinversecurities.comJDoe@actinversecurities.com
97%
FMiddleLast@actinversecurities.comJMichaelDoe@actinversecurities.com
3%
FLast@alternasecurities.comJDoe@alternasecurities.com
100%

Frequently Asked Questions

What is Alterna Securities Inc.'s phone number?

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You can contact Alterna Securities Inc.'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 Alterna Securities Inc.'s official website and social media links?

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Alterna Securities Inc.'s official website is alternasecurities.com and has social profiles on LinkedIn.

How much revenue does Alterna Securities Inc. generate?

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As of August 2026, Alterna Securities Inc.'s annual revenue is estimated to be $50M - $100M.

What is Alterna Securities Inc.'s NAICS code?

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Alterna Securities Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Alterna Securities Inc. have currently?

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As of August 2026, Alterna Securities Inc. has approximately 39 employees across 2 continents, including North AmericaEurope. Key team members include Vice President Wealth Management: A. D.Vice President International Financial Advisor: M. J.Sales Executive Vice President: J. N.. Explore Alterna Securities Inc.'s employee directory with LeadIQ.

What industry does Alterna Securities Inc. belong to?

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Alterna Securities Inc. operates in the Financial Services industry.

What technology does Alterna Securities Inc. use?

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Alterna Securities Inc.'s tech stack includes gstatic.comOpen GraphCloudflareBrevoMicrosoft OfficeLuaHSTSOpenResty.

What is Alterna Securities Inc.'s email format?

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Alterna Securities Inc.'s email format typically follows the pattern of FLast@actinversecurities.com. Find more Alterna Securities Inc. email formats with LeadIQ.
Alterna Securities Inc. logo

Alterna Securities Inc.

Financial ServicesTexas, United States11-50 Employees

Alterna Securities Inc. is a financial services firm headquartered in Houston, Texas, at 5075 Westheimer Road #650. The company is registered with the U.S. Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority. Asset custody is provided through Pershing LLC, a subsidiary of Bank of New York Mellon Corporation, which is described as a strong financial institution and ranks in the top tier of commercial banks by market capitalization and assets under custody. Pershing is a member of the Securities Investor Protection Corporation, offering standard protection up to $500,000 per customer (including $250,000 for cash), with additional excess coverage provided through Lloyd’s of London. The firm reports revenue in the range of $50 million to $100 million and employs between 11 and 50 people.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Alterna Securities Inc.'s revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    Alterna Securities Inc.'s revenue is estimated to be in the range of $50M - $100M

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