Insights

Leadership Transitions Recent leadership changes include promotions of Asad Ali to president in 2022 and Jennifer Newell to CEO in 2021, with a previous CEO appointment in 2020. This indicates ongoing strategy shifts and potential introduction of new priorities or client engagement approaches that sales teams can leverage to align with evolving firm directions.

Independent Fiduciary Focus Firm emphasizes independent and objective fiduciary investment consulting for US institutional investors, highlighting a strong value proposition for clients seeking unbiased oversight. This presents opportunities to target institutional clients requiring governance-enhanced advisory relationships and discretionary consulting capabilities.

Scale and Reach Largest multi-employer discretionary consultant in the US with 51-200 employees and revenue in the hundreds of millions range, indicating substantial market presence and potential for cross-sell into multi-employer plans, benefit funds, and larger institutional mandates.

Tech and Ops Levers Utilizes a mix of standard business tools (SAP, Excel, BambooHR) and web/mobile platforms (Wix, DreamWeaver, reCAPTCHA), suggesting potential for modernization of client portals, data integration, and secure digital engagement channels to improve service delivery and reporting.

Growth by Talent Notable hires and promotions in senior consulting and executive leadership over recent years (including chief executive and managing senior consultant appointments), signaling a growth-focused talent strategy that could be leveraged to market differentiated advisory capabilities and expanded client services.

Similar companies to Alan Biller and Associates

Alan Biller and Associates Tech Stack

Alan Biller and Associates uses 8 technology products and services including Open Graph, SAP, Wix eCommerce, and more. Explore Alan Biller and Associates's tech stack below.

Open Graph
Content Management System
SAP
Customer Relationship Management
Wix eCommerce
E-commerce
DreamWeaver
Editors
Lodash
Javascript Libraries
Priority Hints
Performance
BambooHR
Recruitment Marketing
HSTS
Security

Media & News

Alan Biller and Associates's Email Address Formats

Alan Biller and Associates uses at least 1 format(s):

Alan Biller and Associates Email Formats	Example	Percentage
FLast@alanbiller.com	JDoe@alanbiller.com	72%
First@alanbiller.com	John@alanbiller.com	24%
First.Last@alanbiller.com	John.Doe@alanbiller.com	3%
First-Last@alanbiller.com	John-Doe@alanbiller.com	1%

Frequently Asked Questions

What is Alan Biller and Associates's phone number?

You can contact Alan Biller and Associates's main corporate office by phone at

+1-650-328-****

. 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 Alan Biller and Associates's official website and social media links?

Alan Biller and Associates's official website is alanbiller.com and has social profiles on LinkedIn.

How much revenue does Alan Biller and Associates generate?

As of July 2026, Alan Biller and Associates's annual revenue is estimated to be $100M - $250M.

What is Alan Biller and Associates's NAICS code?

Alan Biller and Associates's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Alan Biller and Associates have currently?

As of July 2026, Alan Biller and Associates has approximately 55 employees across 4 continents, including North AmericaAfricaEurope. Key team members include Director: A. J. J.Procurements Manager: O. M.Senior Audit Clerk: R. P.. Explore Alan Biller and Associates's employee directory with LeadIQ.

What industry does Alan Biller and Associates belong to?

Alan Biller and Associates operates in the Investment Management industry.

What technology does Alan Biller and Associates use?

Alan Biller and Associates's tech stack includes Open GraphSAPWix eCommerceDreamWeaverLodashPriority HintsBambooHRHSTS.

What is Alan Biller and Associates's email format?

Alan Biller and Associates's email format typically follows the pattern of FLast@alanbiller.com. Find more Alan Biller and Associates email formats with LeadIQ.

When was Alan Biller and Associates founded?

Alan Biller and Associates was founded in 1982.

Alan Biller and Associates

Q: How many employees does Alan Biller and Associates have currently?

Alan Biller and Associates has approximately 55 employees.

Q: What technology does Alan Biller and Associates use?

Alan Biller and Associates's tech stack includes Google Search Console, TweenMax, Store Vantage, Envoy, Webpack.

Q: What is Alan Biller and Associates's NAICS code?

Alan Biller and Associates's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States51-200 Employees

Alan Biller and Associates is an employee-owned investment management firm that provides independent fiduciary investment consulting to US institutional investors. Founded in 1982 and based in Menlo Park, California, the firm focuses exclusively on investment consulting, offering objective risk oversight, strategic guidance, and clear communication to its clients. It is described as the largest multi-employer discretionary consultant in the United States, serving institutions that seek professional fiduciary support and disciplined execution in their investment programs. The company emphasizes fiduciary responsibility and practical oversight through seasoned professionals who work with each client to deliver informed perspectives and reliable implementation. Recent leadership changes have included appointments to president and CEO roles, reflecting ongoing governance updates within the firm.