LeadIQ logo
Learn more at LeadIQ.com

Insights

Strategic Mergers Financial Alternatives has recently merged with Essential Planners and Fox College Funding, indicating a growth strategy that could open opportunities for partnership or service expansion in wealth management, financial planning, and educational funding advisory services.

Tech Adoption The firm has implemented digital tools like eMoney for Personal Financial Management, highlighting a focus on technology-driven client solutions, which suggests potential interest in advanced fintech integrations or upgraded client engagement platforms.

Market Position As a mid-sized firm with revenues between 25 and 50 million USD and a specialized fee-only advisory model, Financial Alternatives targets a niche of successful families and professionals, offering tailored opportunities for premium financial products and high-net-worth client services.

Growth Potential Given their recent merger activities and digital platform launches, there is an opportunity to provide scalable solutions such as CRM, compliance, or portfolio management systems to support their expanding client base and operational capacity.

Competitive Landscape Financial Alternatives operates within a highly competitive industry with major players generating substantial revenue and large employee bases; identifying differentiated service offerings or innovative financial products could give them a competitive edge and broaden their market share.

Financial Alternatives, Inc. Tech Stack

Financial Alternatives, Inc. uses 8 technology products and services including jsDelivr, Google Hosted Libraries, Open Graph, and more. Explore Financial Alternatives, Inc.'s tech stack below.

  • jsDelivr
    Content Delivery Network
  • Google Hosted Libraries
    Content Delivery Network
  • Open Graph
    Content Management System
  • Choices
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • HSTS
    Security
  • Google Analytics
    Web Analytics
  • Gravity Forms
    Web Platform Extensions

Financial Alternatives, Inc.'s Email Address Formats

Financial Alternatives, Inc. uses at least 1 format(s):
Financial Alternatives, Inc. Email FormatsExamplePercentage
First@financialalternatives.comJohn@financialalternatives.com
87%
Last@financialalternatives.comDoe@financialalternatives.com
9%
FLast@financialalternatives.comJDoe@financialalternatives.com
4%

Frequently Asked Questions

Where is Financial Alternatives, Inc.'s headquarters located?

Minus sign iconPlus sign iconFinancial Alternatives, Inc.'s main headquarters is located at 7825 Fay Avenue Suite 210 la Jolla, California 92037 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Financial Alternatives, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Financial Alternatives, Inc.'s main corporate office by phone at
+1-858-459-****
. 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 Financial Alternatives, Inc.'s official website and social media links?

Minus sign iconPlus sign iconFinancial Alternatives, Inc.'s official website is financialalternatives.com and has social profiles on LinkedIn.

What is Financial Alternatives, Inc.'s NAICS code?

Minus sign iconPlus sign iconFinancial Alternatives, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Financial Alternatives, Inc. have currently?

Minus sign iconPlus sign iconAs of April 2026, Financial Alternatives, Inc. has approximately 14 employees across 2 continents, including North AmericaOceania. Key team members include CFO Owner: R. K.Partner / Lead Advisor: A. H.Owner: D. K.. Explore Financial Alternatives, Inc.'s employee directory with LeadIQ.

What industry does Financial Alternatives, Inc. belong to?

Minus sign iconPlus sign iconFinancial Alternatives, Inc. operates in the Investment Management industry.

What technology does Financial Alternatives, Inc. use?

Minus sign iconPlus sign iconFinancial Alternatives, Inc.'s tech stack includes jsDelivrGoogle Hosted LibrariesOpen GraphChoicesMicrosoftHSTSGoogle AnalyticsGravity Forms.

What is Financial Alternatives, Inc.'s email format?

Minus sign iconPlus sign iconFinancial Alternatives, Inc.'s email format typically follows the pattern of First@financialalternatives.com. Find more Financial Alternatives, Inc. email formats with LeadIQ.

When was Financial Alternatives, Inc. founded?

Minus sign iconPlus sign iconFinancial Alternatives, Inc. was founded in 1991.

Financial Alternatives, Inc.

Investment ManagementCalifornia, United States11-50 Employees

We are a Fee-Only advisory firm that provides Wealth Management Services to successful families and professionals.

This website provides general information about us and our service approach - with access to additional information - and is not intended to offer investment or financial planning advice.  The publication of our web site on the Internet should not be construed as our solicitation to effect securities transactions, or the offering of personalized advice over the Internet.  

For more disclosures please refer here: https://www.financialalternatives.com/disclosure

Section iconCompany Overview

Headquarters
7825 Fay Avenue Suite 210 la Jolla, California 92037 United States
Phone number
+1-858-459-****
Website
financialalternatives.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
1991
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Financial Alternatives, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Financial Alternatives, Inc.'s revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    R. K.
    CFO Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Partner / Lead Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. H.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Owner
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    R. P.
    Asesor En Técnologia
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Account Executive
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Operations Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Y. S.
    Operations Associate
    Phone icon
    Mobile Phone

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.

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.