AltiumAlliance® Information

Developed in 2010, AltiumAlliance® is a leading wealth management partner for progressive accounting, legal and financial planning firms. Our innovative business-consultancy and wealth management platform is built for advanced professionals seeking an improved wealth management solution, client retention, business development solutions, and increased enterprise value. Widely recognized for innovation, partner returns, and rapid growth; AltiumAlliance® has built a powerful reputation and following across the industry. With over a decade’s experience partnering with premier local and regional firms, we enable professionals to integrate wealth management into their practice without the complexity, confusion or conflicts associated with the traditional industry models. The Powered By Altium™ Process, our integrated services platform, supports advisors with dedicated consulting resources, individualized program design, ongoing coaching, industry-specific marketing, education, and a powerful wealth management solution provided through our partner firm, Altium Wealth Management. AltiumAlliance® is headquartered in Purchase, NY.