What is Alliance Advisory & Securities?
Alliance Advisory & Securities specializes in kingdom-minded wealth management and investing, focusing on helping individuals and families align their finances with eternal purpose. The firm provides Gospel-centered financial planning and supports clients in building, preserving, or passing on wealth, aiming for outcomes that glorify God. Operating nationwide with advisors across the country and a home office in Westlake Village, California, Alliance Advisory & Securities emphasizes financial stewardship as a core tenet for living with eternal purpose at every life stage.
How much funding has Alliance Advisory & Securities raised?
Alliance Advisory & Securities has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in Alliance Advisory & Securities
PPP
Public-Private Partnership
What's next for Alliance Advisory & Securities?
The recent major strategic investment signals a pivotal moment for Alliance Advisory & Securities, likely enabling accelerated growth and the expansion of its unique Gospel-centered wealth management services. As a company in a large-scale late-stage funding phase, this capital infusion is expected to fortify its market presence, enhance its technological capabilities, and potentially broaden its client outreach, further solidifying its mission to integrate financial stewardship with eternal purpose.
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