Insights

Niche Client Focus Alterra Advisors specializes in serving successful entrepreneurs, business owners, retirees, and clients with legacy and charitable goals, indicating an opportunity to tailor wealth management solutions and financial planning services that resonate with high-net-worth individuals and family offices.

Strong Market Recognition Consistently ranked as the top workplace in Washington and recognized for its exceptional company culture, Alterra Advisors can leverage its employer brand to attract affluent prospects who value ethical and reputable financial partners committed to integrity and client care.

Technology Integration Utilizing a modern tech stack including SEO tools, security measures, and analytics platforms, Alterra Advisors demonstrates an openness to technology-driven solutions, presenting an opportunity to offer innovative financial planning tools, digital onboarding, and client engagement platforms.

Growth and Expansion Recent partnerships with niche financial service providers like NexPoint Capital for specialized exchange strategies highlight a proactive growth approach—potential sales opportunities exist for additional strategic alliances, wealth planning products, and alternative investments targeting high-net-worth individuals.

Financial Health & Positioning With revenue estimates between 10 million and 25 million, Alterra Advisors operates in a competitive segment alongside firms with much larger staffs, suggesting opportunities to enhance operational efficiencies, scalable service offerings, and targeted marketing to attract more high-value clients seeking boutique-like personalized services.

Alterra Advisors Tech Stack

Alterra Advisors uses 8 technology products and services including jsDelivr, Swiper, Alterra, and more. Explore Alterra Advisors's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Swiper
    Javascript Libraries
  • Alterra
    Live Chat
  • Yoast SEO Premium
    Search Engines
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • Nginx
    Web Servers
  • FitVids.js
    Web Tools And Plugins

Alterra Advisors's Email Address Formats

Alterra Advisors uses at least 1 format(s):
Alterra Advisors Email FormatsExamplePercentage
First@alterraadvisors.comJohn@alterraadvisors.com
50%
First@alterraadvisors.comJohn@alterraadvisors.com
50%

Frequently Asked Questions

Where is Alterra Advisors's headquarters located?

Minus sign iconPlus sign icon
Alterra Advisors's main headquarters is located at 500 108th Avenue Northeast, Suite 1700. The company has employees across 1 continents, including North America.

What is Alterra Advisors's official website and social media links?

Minus sign iconPlus sign icon
Alterra Advisors's official website is alterraadvisors.com and has social profiles on LinkedIn.

What is Alterra Advisors's NAICS code?

Minus sign iconPlus sign icon
Alterra Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Alterra Advisors have currently?

Minus sign iconPlus sign icon
As of December 2025, Alterra Advisors has approximately 13 employees across 1 continents, including North America. Key team members include Financial Advisor | Founding Partner: G. M.Director Of Client Care & Administration: N. W.Financial Advisor Associate: S. J.. Explore Alterra Advisors's employee directory with LeadIQ.

What industry does Alterra Advisors belong to?

Minus sign iconPlus sign icon
Alterra Advisors operates in the Financial Services industry.

What technology does Alterra Advisors use?

Minus sign iconPlus sign icon
Alterra Advisors's tech stack includes jsDelivrSwiperAlterraYoast SEO PremiumreCAPTCHAGoogle Tag ManagerNginxFitVids.js.

What is Alterra Advisors's email format?

Minus sign iconPlus sign icon
Alterra Advisors's email format typically follows the pattern of First@alterraadvisors.com. Find more Alterra Advisors email formats with LeadIQ.

When was Alterra Advisors founded?

Minus sign iconPlus sign icon
Alterra Advisors was founded in 2018.

Alterra Advisors

Financial ServicesWashington, United States11-50 Employees

Alterra Advisors is an independent wealth management firm. For successful entrepreneurs and business owners, retirees and those with legacy and big charitable goals, we’re here to serve. We provide an unparalleled client experience throughout the process — from getting you launched to coordinating everything you need along the way.

Alterra Advisors is the realization of our dream to build a premier wealth management firm rooted in the Pacific Northwest. The name “Alterra” was coined by joining the Latin roots “alter” — the origin of the word “altruism” — with “terra,” meaning earth or land. This name reflects our philosophy of offering firmly grounded advice and putting our clients’ goals and well-being first in everything we do.

Our roots go back to 2006, and we have only grown in our steadfast commitment to our mission and values. The entire Alterra Advisors team is motivated by a shared goal: to help our clients unlock their wealth’s potential and enjoy life on their own terms. To that end, we create comprehensive, fully integrated financial action plans that nurture each individual, charity, family, business, and legacy we serve.

Our clients’ success is our success.

Our Mission:
Through lifelong partnership, we empower our clients to use their wealth to enjoy life, provide for loved ones, and impact causes they care about—today and for generations to come.

We are guided by our core values:
Care - We provide an unparalleled client experience because we care.
Competence - We are proud to deliver knowledge, clarity, and confidence.
Integrity - We do the right thing because it’s the right thing.
Growth - We cultivate a culture of team excellence.

Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Alterra Advisors, LLC is not affiliated with Integrity Wealth.

Section iconCompany Overview

Headquarters
500 108th Avenue Northeast, Suite 1700
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Alterra Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Alterra Advisors's revenue is estimated to be in the range of $10M$25M

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.