Alongside
Partner with Confidence
Austin, United States · Founded 2024
- Headquarters
- Austin
- Founded
- 2024
- Business Model
- B2C
- Website
- alongsideria.com
About
Alongside, LLC is a Delaware-based SEC-registered investment adviser, registered in December 2024 and owned by Alongside Holdings, LLC (principally Travis Penfield and Luke Winskowski). Headquartered in Austin, Texas, Alongside serves as an operating and growth partner for established independent advisory firms, providing shared infrastructure — operations, compliance, finance/billing, and investment management access via custodial relationships with Fidelity and Schwab — so partner advisors can retain ownership while scaling through a professional-partnership model.
Summary
Alongside is a Fintech company based in Austin, United States, founded in 2024.
Tech & App Stack
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