Aldrich Advisors

Lake Oswego, United States Founded: 1973 • Age: 53 yrs Acquired By Alliant Insurance Services
Finance and accounting services are provided by Aldrich Advisors.
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About Aldrich Advisors

Aldrich Advisors is a Business Services company based in Lake Oswego (United States) founded in 1973, and was acquired by Alliant Insurance Services in January 2024. Finance and accounting services are provided by Aldrich Advisors. The company has 95 employees. Its chief executive, as recorded, is John Lauseng. Its website aldrichadvisors.com draws about 11 thousand monthly visits. Its Indian entity Aldrich Business Services Private Limited reported revenue of ₹22.05 Cr. Its focus areas include Financial Services, Finance & Accounting Services and Diversified.

Company details

Aldrich Advisors was founded in 1973 and is headquartered in Lake Oswego, United States. Finance and accounting services are delivered to various clients in the professional services sector. Operations encompass advisory support for financial management, compliance, and strategic planning. Expertise is applied across business sectors, with a focus on regional and national engagements in the United States.

Operational Areas
Business Services → Finance & Accounting Services
Key Metrics

Investors in Aldrich Advisors

Aldrich Advisors has secured backing from 2 investors. Prominent investors backing the company include Alliant Insurance Services and Prime Pensions.

All
InvestorDescriptionFounded YearDomainLocation
Alliant Insurance Services
Insurance, risk management, and employee benefits solutions are provided.
1925alliant.comNewport Beach, United States
Prime Pensions
Retirement plans, actuarial services, and record-keeping are provided.
2012primepensionsinc.comFlorham Park, United States
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Investor details for Aldrich Advisors

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Verified entity values are shown only after access is granted.

Board of directors of Aldrich Business Services Private Limited (Aldrich Advisors)

Aldrich Business Services Private Limited is the primary company behind Aldrich Advisors. The board of Aldrich Business Services Private Limited currently have 3 directors; the longest-serving is Daniel John Larson, appointed in 2021. 9 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Daniel John Larson
DIN 09297173
Director09 Sep 20215 yrs 1 moAldrich Business Services Private Limited
Rajendren Selvendran
DIN 10095698
Director10 Apr 20233 yrs 6 moAldrich Business Services Private Limited
Joylyn Marie Ankeney
DIN 10166579
Director17 May 20233 yrs 5 moAldrich Business Services Private Limited

People of Aldrich Advisors

63 people are tracked at Aldrich Advisors (14 in leadership, 49 in team); the tracked headcount is 95.

NameRoleGroup
William Shaw
Managing DirectorLeadership
John Lauseng
CEOLeadership
Steve Tatone
CEOLeadership
Mykim Tran
Director Of Learning + DevelopmentLeadership
Eric Krystad
Director, Construction AccountingLeadership
Tara Nunn
Director Of Human ResourcesLeadership
Melissa Berndt
Partner - Chief People Officer + General CounselLeadership
Andy Boone
Director Of Audit OperationsLeadership
Josh Axelrod
Chief Operating OfficerLeadership
Lucas Zettle
Chief Financial OfficerLeadership
Brian Koenig
Director Of Finance And AccountingLeadership
Jace Paine
CFO - Outsourced Accounting ServicesLeadership
Jenny Hudson
Director Of Administration And FacilitiesLeadership
Joshua Vannetti
Director Of Valuation ServicesLeadership
Allyson Carney
HR AssistantTeam
Lisa Veber
Senior Executive AssistantTeam
Justin Swartz
Senior Audit ManagerTeam
Xaviera Murdock
Audit ManagerTeam
Emma-Anne Lonsford
Senior AssociateTeam
Rohan Gadre
Senior Associate Lead - U.s.auditTeam

43 more people are available in the full profile.

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Complete people profiles for Aldrich Advisors

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Financials of Aldrich Advisors

Figures of Aldrich Business Services Private Limited, the primary company behind Aldrich Advisors, for FY 2025. Revenue was ₹22.05 Cr (+15% year on year). Net profit was ₹2.02 Cr (9% margin). EBITDA was ₹3.57 Cr (16% margin). Revenue has grown at a compounded annual rate of +32% over three years and +26% over five years.

  • ₹22.05 CrRevenue · FY 2025 · +15% YoY
  • ₹2.02 CrNet profit · 9% margin
  • ₹3.57 CrEBITDA · 16% margin
  • ₹1 LakhPaid-up capital
  • 95Employees (provident fund records)
  • +32%Revenue CAGR, 3 years
  • +26%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Aldrich Business Services Private Limited are on its company page.

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Detailed financial statements for Aldrich Advisors

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Timeline of Aldrich Advisors

3 dated milestones of Aldrich Advisors across 51 years, from founding to its latest funding, stage changes and deals.

  1. Founded Aldrich Advisors is founded.
  2. Exit Acquired by Prime Pensions.
  3. Exit Acquired by Alliant Insurance Services.

Web traffic of Aldrich Advisors

The website of Aldrich Advisors (aldrichadvisors.com) receives about 11.2K visits a month and ranks #1,987,915 among all websites worldwide, #4,725 in Accounting and Auditing.

  • Monthly visits
    11.2K

    ▲ 5.6% vs previous month

  • Unique visitors
    5.1K

    per month

  • Global rank
    #1,987,915

    among all websites

  • Category rank
    #4,725

    Finance · Accounting and Auditing

Similar websites

Websites whose visitors overlap most with Aldrich Advisors. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
blumandclark.com
blumandclark.com
100%
#12,248,932–
HoganTaylor
hogantaylor.com
93%
680.7K#1,414,167View details
District Capital Management
districtcapitalmanagement.com
92%
10.8K#2,080,283View details
TGG Accounting
tgg-accounting.com
88%
#1,627,824View details
Khandhar Mehta and Shah
kmsindia.in
86%
#3,167,549View details
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
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All 38 similar websites and full traffic analytics for Aldrich Advisors

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  • 38 similar websites
  • Audience overlap
  • Engagement analytics
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Verified entity values are shown only after access is granted.

Top companies in Finance & Accounting Services

3 companies that operate in the same segment as Aldrich Advisors (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
H&R Block
Software-based tax filing services for individuals and small businesses
1955Kansas City, Missouri, United StatesUSD 3.95 B70,100
BDO
Business advisory, finance, and accounting services are provided to clients.
1910Anchorage, Alaska, United StatesUSD 54.77 M2,097
Ryan
Tax consulting services are provided to clients by Ryan.
1991Dallas, Texas, United StatesUSD 317 MUSD 14.03 M1,111
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Frequently Asked Questions about Aldrich Advisors

Aldrich Advisors was founded in 1973.

Aldrich Advisors is headquartered in Lake Oswego, United States. It is registered at Lake Oswego, Oregon, United States.

John Lauseng is the CEO of Aldrich Advisors, as recorded in our data.

Aldrich Advisors has 95 employees.

The primary company behind Aldrich Advisors, Aldrich Business Services Private Limited, reported revenue of ₹22.05 Cr for FY 2025, up 15% year on year.

Aldrich Advisors was founded in 1973 and is headquartered in Lake Oswego, United States. Finance and accounting services are delivered to various clients in the professional services sector. Operations encompass advisory support for financial management, compliance, and strategic planning. Expertise is applied across business sectors, with a focus on regional and national engagements in the United States.

Aldrich Advisors has 2 investors. Key investors include Alliant Insurance Services, and Prime Pensions.

Aldrich Advisors operates through Aldrich Business Services Private Limited.

Yes. Aldrich Advisors was acquired by Prime Pensions in August 2022.

The legal entities of Aldrich Advisors currently have 3 directors, including Daniel John Larson, Rajendren Selvendran, Joylyn Marie Ankeney.

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