Alliance Portfolio
Alliance Portfolio is a full service, boutique, private money lender. We serve borrowers who have unique situations that do not meet stick institutional guidelines, while providing investment opportunities that are well secured and well underwritten with desirable returns on investment capital. As a custom coastal lender since 1996, our proven model allows us to identify & evaluate the best opportunities on behalf of our clients. Whether you are investing or borrowing money, you want to be confident that you made the right decision. We don’t just lend money, we lend our expertise; visiting every property & meeting every borrower before any transaction take place. As a boutique lender Alliance Portfolio recognizes that we are in the relationship business and that our client base is looking for first class personalized service. Alliance Portfolio prides itself in our exemplary staff that allows us to be available, responsive and easy to work with. As a client, you can be assured you are aligned with an industry leader that maintains strict compliance with detailed and timely reporting to regulatory agencies. Alliance Portfolio is committed to a culture of continuous learning, integrity, systems development and execution; the discipline of getting things done. When our job is done, your job is easy sit back and capitalize.
7-day free trial · no credit card
Verified contacts
9
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
103
organic / mo
Sign up free to see all 9 verified contacts at Alliance Portfolio
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- AK
Amber King
Investment Coordinator Notary Public · Operations
EmailPhone - JP
James Perry
President CEO · General Business & Management
EmailPhone - AS
Alexandra Sanchez
Loan Processor & Underwriter · Other
EmailPhone - CK
Christine Kaplan
Investor Relations Concierge · Finance & Accounting
EmailPhone - JP
Jim Perry
President · General Business & Management
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Alliance Portfolio
8 distinct titles indexed · top 8 shown.
- 1business development - private money lending
- 1investment coordinator notary public
- 1investor relations concierge
- 1loan processor & underwriter
- 1loan servicing specialist
- 1maestra
- 1president
- 1president ceo
Sign up to unlock all 9 contacts at Alliance Portfolio
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Alliance Portfolio
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.