Alongside

Partner with Confidence

Austin, United States · Founded 2024

Headquarters
Austin
Founded
2024
Business Model
B2C

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

2 technologies & apps tracked

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