Alternativ
MergedIrvine, United States · Founded 2012 · $37.4M raised
- Headquarters
- Irvine, California
- Employees
- 11–50
- Founded
- 2012
- Business Model
- B2C
- Website
- alternativwealth.com
- Total Funding
- $37.4M
- Last Round
- $27.4M Series BSep 2023
- Rounds
- 2
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 2 investors for this company. The full record is or through the API.
About
Alternativ Wealth was an Irvine, California-based wealth management firm founded in 2012 by Christian Haigh, serving founders, executives, and high-net-worth individuals. The firm was purpose-built around alternative investment strategies, providing personalized financial planning and portfolio management for clients seeking exposure beyond traditional stocks and bonds. In September 2023, Alternativ Wealth merged with Compound to form Compound Planning, creating a $1.1B digital family office. The combined entity offers integrated wealth management services for tech founders and executives.
Summary
Alternativ is a Wealth Management company based in Irvine, United States, founded in 2012. It has raised $37.4M in total across 2 rounds, most recently a $27.4M Series B round in Sep 2023. Investors include Soma Capital and Tribe Capital.
Funding History
Sep 2023
Sign up to see all 2 events
Funding: Series A through Series B. Amounts, valuations, and investors where available.
Investors
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