Insights

Growth Opportunity Women-owned advisory with a focus on real asset investment managers and clients with over $1.5 trillion AUM presents upsell potential for strategic growth solutions, product structuring, and institutional readiness services.

New Venture Launch of Alliance Search Partners signals demand for executive recruitment in alternative investments, creating cross-sell opportunities for talent search, leadership advisory, and organizational development services.

Technology Enablement Adoption of modern tech stack (HubSpot, Squarespace, Microsoft 365, Teams) indicates openness to digital collaboration and data-driven marketing; present value via scalable platforms, analytics, and client portal enhancements.

AUM Target Advising firms handling significant assets positions Alliance to offer advanced product structuring, fundraising strategy, and capital-raising support to attract evolving sources of capital.

Market Positioning Competitively positioned among mature firms serving real asset investors; leverage partnerships, thought leadership, and independent perspective to differentiate offerings in consulting, education, and performance improvement.

Similar companies to Alliance Global Advisors

Alliance Global Advisors Tech Stack

Alliance Global Advisors uses 8 technology products and services including Hotjar, HubSpot Analytics, Microsoft SharePoint, and more. Explore Alliance Global Advisors's tech stack below.

Alliance Global Advisors's Email Address Formats

Alliance Global Advisors uses at least 2 email formats:
Alliance Global Advisors Email FormatsExamplePercentage
FLast@alliance-globaladvisors.comJDoe@alliance-globaladvisors.com
95%
First.Last@alliance-globaladvisors.comJohn.Doe@alliance-globaladvisors.com
5%

Frequently Asked Questions

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

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Alliance Global Advisors's official website is alliance-globaladvisors.com and has social profiles on LinkedIn.

How much revenue does Alliance Global Advisors generate?

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As of August 2026, Alliance Global Advisors's annual revenue is estimated to be $25M - $50M.

What is Alliance Global Advisors's NAICS code?

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Alliance Global Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Alliance Global Advisors have currently?

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As of August 2026, Alliance Global Advisors has approximately 16 employees across 1 continents, including North America. Key team members include Associate: E. K. and Software Engineer: J. P. Explore Alliance Global Advisors's employee directory with LeadIQ.

What industry does Alliance Global Advisors belong to?

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Alliance Global Advisors operates in the Investment Management industry.

What technology does Alliance Global Advisors use?

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Alliance Global Advisors's tech stack includes Hotjar, HubSpot Analytics, Microsoft SharePoint, Squarespace, Squarespace Commerce, Microsoft 365, Constant Contact and Microsoft Teams.

What is Alliance Global Advisors's email format?

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Alliance Global Advisors's email format typically follows the pattern of FLast@alliance-globaladvisors.com. Find more Alliance Global Advisors email formats with LeadIQ.

When was Alliance Global Advisors founded?

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Alliance Global Advisors was founded in 2020.
Alliance Global Advisors logo

Alliance Global Advisors

Investment ManagementFlorida, United States11-50 Employees

Alliance Global Advisors is a Naples-based, women-owned consulting firm operating in the investment management field, founded in 2020. It focuses on helping real asset investment managers develop strategic growth plans and strengthen senior leadership decision-making and institutional readiness. The firm advises clients managing assets totaling more than $1.5 trillion, providing independent perspectives and guidance on structuring investment products to attract evolving sources of capital in a competitive environment.

In 2024, Alliance launched Alliance Search Partners to address growing demand for executive recruitment within the industry, led by Stacy Schiffman. This new unit combines Alliance’s industry knowledge with specialized search capabilities, drawing on relationships with limited partners, investment managers, and consultants to deliver tailored recruitment solutions for real asset investing.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
2020
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Alliance Global Advisors's revenue is estimated to be in the range of $25M - $50M

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