VerifiedFinancial Services· Founded 2010

Alterity Financial Group

Alterity Financial Group is an SEC-registered Independent Registered Investment Advisor that was founded with the intent of providing a low-cost, high-quality service and superior investment performance through direct ownership of various asset classes vs. the watered-down/high-cost product-based investments that are used so extensively by most brokers and advisors. Alterity Financial Group seeks to manage the investments for individuals, institutions, non-profits, municipalities, trust assets, and other various entities and organizations. We offer portfolio management, retirement planning, and wealth management solutions to individuals, small businesses, and institutions through separately managed accounts, retirement plans, and sub-advisory services.

7-day free trial · no credit card

HeadquartersBangor, United StatesEmployees5(1 to 10)Annual revenue<$1MFounded year2010Websitealterityfinancialgroup.comLinkedIn profileLinkedIn

Verified contacts

3

available on Kipplo

LinkedIn employees

5

1 to 10 range

Open roles

no listings

Distinct roles

3

indexed titles

Tech stack

1

tools in use

Monthly traffic

101

organic / mo

Sign up free to see all 3 verified contacts at Alterity Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

3 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Alterity Financial Group

3 distinct titles indexed · top 3 shown.

  • 1chief compliance officer
  • 1investment advisor representative, vice president
  • 1senior vp, cco coo

Sign up to unlock all 3 contacts at Alterity Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 3 verified contacts at Alterity Financial Group

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Alterity Financial Group | Kipplo Discover