AlphaCore Capital
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
875 Prospect St Ste 315, La Jolla, Calif...Phone Number
(858) 875-4100Website
www.alphacorecap.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
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Mar
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May
ZI Rank
2
1
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2
About AlphaCore Capital
At AlphaCore Capital, we believe traditional allocations to stocks, bonds and real estate serve a purpose, but alternative investment strategies should also be incorporated in order to properly diversify a portfolio. Historically, large allocations to traditional long-only asset classes such as equities and bonds were considered the primary ingredients to form a well-diversified portfolio. In our opinion, today's markets have become more correlated and recent moves in equities and interest rates have become exhausted. AlphaCore believes that adding alternative investments using a thoughtful, calculated approach can help to provide proper long-term diversification.Explore more
Popular SearchesAlphacore Capital LLCAlphaCore CapitalAlphacore Insurance Services LLCAlpha CapitalAlphacore Services IncSIC Code 62,628NAICS Code 52,523Show moreAlphaCore Capital Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
AlphaCore Capital
<$5M
11-50
Private
<$5M
2014
KS
Kirk StrawnChief Strategy Officer & Senior Wealth Advisor
Company Profile Activity
Activity Insights
AlphaCore Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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AlphaCore Capital financials insights
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2020
Debt
$150K
AlphaCore Capital Tech Stack
A closer look at the technologies used by AlphaCore Capital
AlphaCore Capital News & Media
AlphaCore Wealth Advisory Expands to the East Coast with Acquisition of Magnolia Lane Financial Advisors
SAN DIEGO--(BUSINESS WIRE)--AlphaCore Wealth Advisory announced the acquisition of Magnolia Lane Financial Advisors, a wealth advisory firm based in Greenwich, Connecticut.iCapital Network® Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool
NEW YORK--(BUSINESS WIRE)--Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternativesLPL Financial Selects factorE for Vendor Affinity Program
LA JOLLA, Calif., Oct. 1, 2019 /PRNewswire/ -- factorE, a portfolio risk discovery platform for the modern financial professional, today announced that it has been selected for inclusion in LPL Financial's (LPL) Vendor Affinity Program. LPL is a leader in the retail financial advice...AlphaCore's factorE Announces Integration with SS&C's Black Diamond® Wealth Platform
LA JOLLA, Calif., Nov. 7, 2018 /PRNewswire/ -- AlphaCore Technologies, a subsidiary of La Jolla-based wealth management firm AlphaCore Capital, announced today the release of version 1.0 of factorE – a fintech tool built for intelligent investing. To provide seamless workflow, factorE has ...
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At AlphaCore Capital, we believe traditional allocations to stocks, bonds and real estate serve a purpose, but alternative investment strategies should also be incorporated in order to properly diversify a portfolio. Historically, large allocations to traditional long-only asset classes such as equities and bonds were considered the primary ingredi... Read More
