Company Overview
- Headquarters
- 24031 El Toro Rd Suite 210, Laguna Hills CA
- Website
- alignwealthadvisors.com
- Employees
- 5
- Founded in
- 2011
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Align Wealth Advisors
Align Wealth Advisors is a medium-sized financial planning and management firm located in Laguna Hills, California. With 5 to 9 employees, the company generates an annual revenue of $2.5 million. Align Wealth Advisors distinguishes itself by offering a behavioral finance-forward, lifestyle-based approach to financial planning. They develop customized wealth platforms that align with their clients' values and aspirations, rather than solely focusing on financial metrics. Their proprietary "Plan.Prepare.Prosper." framework guides both clients and partners towards achieving their financial and lifestyle goals. The company emphasizes innovation, psychology, neuroscience, and technology to create personalized solutions for each client. They aim to help clients live out their envisioned successes, recognizing that true wealth encompasses more than just financial abundance. For more information, visit alignwealthadvisors.com.
Align Wealth Advisors Tech Stack
Companies Similar to Align Wealth Advisors
Analyze industry trends and opportunities by examining competitors and companies comparable to Align Wealth Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |