Alera Group

Rochester, United States Founded: 2010 • Age: 16 yrs Acquired By Alera Group
Investment consulting services are provided to clients nationwide.

About Alera Group

Alera Group is a company based in Rochester (United States) founded in 2010 was acquired by Alera Group in April 2021. It operates as a Professional Services, and Brokerage / Intermediation. Alera Group offers products and services including Retirement Plan Services, Employee Benefits, Property and Casualty, and Wealth Services.

  • Headquarter Rochester, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Alera Group, Inc.
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Alera Group

    (Apr 23, 2021)

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Products & Services of Alera Group

Alera Group offers a comprehensive portfolio of products and services, including Retirement Plan Services, Employee Benefits, Property and Casualty, and Wealth Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Retirement plans are managed for various employee benefits.

Employee benefits are provided to enhance workforce wellbeing.

Insurance coverage is offered for property and casualty risks.

Wealth management solutions are provided for individuals and businesses.

Funding Insights of Alera Group

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Alera Group

Alera Group has secured backing from 1 investor. Prominent investors backing the company include Alera Group. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
HR, insurance, and liability services are provided by Alera Group.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Alera Group

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Alera Group

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Alera Group Comparisons

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Competitors of Alera Group

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Alera Group

Frequently Asked Questions about Alera Group

When was Alera Group founded?

Alera Group was founded in 2010.

Where is Alera Group located?

Alera Group is headquartered in Rochester, United States.

What does Alera Group do?

Alera Group is involved in offering comprehensive retirement plan services, employee benefits, property and casualty insurance, and wealth management solutions. Services are provided across various sectors including financial planning for businesses, non-profits, and individuals. Retirement plans such as 401(k), 403(b), and profit-sharing are managed with a focus on fiduciary responsibilities, employee education, and plan design. Insurance solutions are tailored to cover personal and professional risks. Support is extended through compliance, benchmarking, and strategic employee engagement to improve financial wellness and retirement outcomes.

What products or services does Alera Group offer?

Alera Group offers Retirement Plan Services, Employee Benefits, Property and Casualty, and Wealth Services.

Who are Alera Group's investors?

Alera Group has 1 investor. Key investors include Alera Group.

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