Insights

Niche Focus Independent investment consulting for insurance companies and pooling organizations presents targeted cross-sell opportunities for related risk and asset management services, governance solutions, or enhanced fiduciary advisory offerings.

Board Governance Recent addition of an AI-guided Board Governance module to IIFOnline signals a customer pain point around governance training and risk pooling oversight, offering a path to upsell governance analytics, training subscriptions, and AI-driven insights.

AI / Education Investments in IIFOnline.ai and AI-powered learning tools indicate a readiness to adopt advanced tech; potential to offer advanced analytics, training platforms, data integration services, or licensed AI capabilities to insurers and pools.

Peer Insights Blind peer analysis across pooling space enables benchmarking services; sales opportunities exist for expanded benchmarking products, portfolio analytics, and consultative advisory tied to performance comparisons.

Financial Health Revenue range and lean headcount suggest appetite for scalable, high-value, advisory services, white-label solutions, or managed services contracts that fit mid-market insurer and pool budgets.

Similar companies to Strategic Asset Alliance

Strategic Asset Alliance Tech Stack

Strategic Asset Alliance uses 8 technology products and services including Hotjar, WordPress, Shopify, and more. Explore Strategic Asset Alliance's tech stack below.

Media & News

Strategic Asset Alliance's Email Address Formats

Strategic Asset Alliance uses at least 1 email format:
Strategic Asset Alliance Email FormatsExamplePercentage
FLast@saai.comJDoe@saai.com
100%

Frequently Asked Questions

What is Strategic Asset Alliance's phone number?

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You can contact Strategic Asset Alliance'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 Strategic Asset Alliance's official website and social media links?

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Strategic Asset Alliance's official website is saai.com and has social profiles on LinkedIn.

How much revenue does Strategic Asset Alliance generate?

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As of September 2026, Strategic Asset Alliance's annual revenue is estimated to be $1M - $10M.

What is Strategic Asset Alliance's SIC code and NAICS code?

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Strategic Asset Alliance's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Strategic Asset Alliance have currently?

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As of September 2026, Strategic Asset Alliance has approximately 7 employees across 1 continents, including North America. Key team members include Director: N. S. and Investment Operations Analyst: J. C. Explore Strategic Asset Alliance's employee directory with LeadIQ.

What industry does Strategic Asset Alliance belong to?

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Strategic Asset Alliance operates in the Financial Services industry.

What technology does Strategic Asset Alliance use?

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Strategic Asset Alliance's tech stack includes Hotjar, WordPress, Shopify, WooCommerce, Microsoft 365, Wow, reCAPTCHA and DigitalOcean Web Hosting.

What is Strategic Asset Alliance's email format?

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Strategic Asset Alliance's email format typically follows the pattern of FLast@saai.com. Find more Strategic Asset Alliance email formats with LeadIQ.

When was Strategic Asset Alliance founded?

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Strategic Asset Alliance was founded in 1994.
Strategic Asset Alliance logo

Strategic Asset Alliance

Financial ServicesWashington, United States2-10 Employees

Strategic Asset Alliance is an independent investment consulting firm that serves insurers and pooling organizations. Founded in 1994 by President Alton Cogert, the firm is based in Bellingham, Washington. Operating in the financial services sector, it provides independent investment advisory services to help boards and senior executives meet fiduciary responsibilities and strengthen their investment programs.

Its consultants are former senior investment executives at insurers, bringing broad expertise across lines of business, and the firm has worked with pooling organizations for more than a decade. In January 2026, Strategic Asset Alliance announced the development of IIFOnline.ai, an AI-powered learning assistant for its Investment Seminar for government risk pools.

Section iconCompany Overview

Phone number
Website
saai.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Strategic Asset Alliance's revenue is estimated to be in the range of $1M - $10M

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