Alphastar Capital Management

Finance · North Carolina, United States · 51-200 Employees

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Overview

Headquarters

19520 W Catawba Ave Ste 112, Cornelius, ...

Phone Number

(855) 340-2514

Revenue

$13.8 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
2
2

About Alphastar Capital Management

Alphastar Capital Management redefines the RIA model by integrating tools, technologies, and processes to empower financial advisors in enhancing efficiency and client service. They offer comprehensive training, advanced technology solutions, personalized marketing assistance, and ongoing mentorship to help advisors build their practices and deliver personalized advice. Their mission is to streamline advisory practices and drive business growth, while their vision focuses on simplifying financial dreams for families worldwide. The company values diverse perspectives and continuous coaching to achieve excellence in the advisory landscape.Explore more
Alphastar Capital Management's Social MediaPopular SearchesAlphaStar Capital Management LLCAlphaStar Capital ManagementAlphaStar LLCAlphastar Capital Management Mainstay LLCAlphaStar Capital Management Insurance LLCSIC Code 62,628NAICS Code 52,523Show more

Alphastar Capital Management Org Chart

MM
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Co-Chief Executive Officer

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Chief Operating Officer

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JB
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Chief Financial Officer

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Julie Starr, Chief Financial Officer at Alphastar Capital Management
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Chief Financial Officer

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DG
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Co-President

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Casey McIntyre, Co-President at Alphastar Capital Management
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Co-President

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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alphastar Capital Managem...

$13.8M
51-200
Private
-
2011
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$6.1M
11-50
Private
-
1993
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
$5.6M
11-50
Private
<$5M
2012
RD
Richard DeFrancescoChief Operating Officer
$5.3M
11-50
Private
-
2010
KN
Kaylani NaluaiOffice Manager
<$5M
11-50
Private
<$5M
1985
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Alphastar Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Alphastar Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Alphastar Capital Management.

Alphastar Capital Management Tech Stack

A closer look at the technologies used by Alphastar Capital Management

Most Recent Scoops

New Hire
Executive Move
Executive Moves, New Hire
New Hire
Executive Move
Project
A front-line source in Financial Planning has indicated that the organization is in the midst of initiatives related to data storage and management. Alphastar Capital Management LLC is currently evaluating vendors to support these efforts.
Storage, Financial Planning
Project
A front-line source in Financial Planning has indicated that the organization is in the midst of initiatives related to commission systems. Alphastar Capital Management LLC is currently evaluating vendors to support these efforts.
Financial Planning, Compensation & Benefits, Financial Systems, Sales Development
Project
Data Management, Data Science, Financial Planning, Compliance
See more scoops

Alphastar Capital Management News & Media

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Frequently Asked Questions Regarding Alphastar Capital Management

What is Alphastar Capital Management's official website?
Alphastar Capital Management's official website is www.alphastarcm.com
What is Alphastar Capital Management's Revenue?
Alphastar Capital Management's revenue is $13.8 Million
What is Alphastar Capital Management's SIC code?
Alphastar Capital Management's SIC: 62,628
What is Alphastar Capital Management's NAICS code?
Alphastar Capital Management's NAICS: 52,523
How many employees does Alphastar Capital Management have?
Alphastar Capital Management has 51-200 employees
What industry does Alphastar Capital Management belong to?
Alphastar Capital Management is in the industry of: Finance, Securities Trading
What is Alphastar Capital Management competition?
Alphastar Capital Management top competitors include: Refined Wealth Management, Greenwood Capital Associates, Legacy Wealth Management Group Las Vegas, Bernicke Wealth Management
What technology does Alphastar Capital Management use?
Some of the popular technologies that Alphastar Capital Management uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
Who is the CFO of Alphastar Capital Management?
Alphastar Capital Management's CFO is Jonathan Blevins
How do I contact Alphastar Capital Management?
Alphastar Capital Management contact info: Phone number: (855) 340-2514 Website: www.alphastarcm.com
What does Alphastar Capital Management do?

Alphastar Capital Management redefines the RIA model by integrating tools, technologies, and processes to empower financial advisors in enhancing efficiency and client service. They offer comprehensive training, advanced technology solutions, personalized marketing assistance, and ongoing mentorship to help advisors build their practices and delive... r personalized advice. Their mission is to streamline advisory practices and drive business growth, while their vision focuses on simplifying financial dreams for families worldwide. The company values diverse perspectives and continuous coaching to achieve excellence in the advisory landscape.Read More

What are Alphastar Capital Management social media links?
Alphastar Capital Management Linkedin page Alphastar Capital Management Twitter page Alphastar Capital Management Facebook page
Is Alphastar Capital Management a public company?
Alphastar Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Alphastar Capital Management

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