About Altair Advisers
Altair Advisers is a Financial Services company based in Chicago (United States) founded in 2002. It offers investment management, financial planning, and education for clients financial needs. It operates on a B2B model. Altair Advisers has raised $5.2 million across 1 funding round. Its chief executive, as recorded, is Beka Kohmescher. Altair Advisers offers products and services including Investment Management, Financial Planning, and Client Education. Its focus areas include Finance, Wealth Management, Investment Advisory and Financial Planning. Its legal entity is Altair Advisers LLC. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Altair Advisers is an independent wealth advisory firm that delivers investment management, financial planning, and client education services to individuals, families, foundations, and endowments. As fiduciaries, they provide objective advice and comprehensive guidance across clients financial lives, focusing on achieving goals and securing lifestyles. Based in Chicago, they emphasize personalized strategies for various life stages and business needs.
- Total Equity Funding$5.2M (USD)
in 1 rounds
- Latest Funding Round$5.2M (USD), Series A
Aug 2022
Products & Services of Altair Advisers
Altair Advisers offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, and Client Education.
Structures and implements investment portfolios for personal objectives.
Manages integration of wealth goals and life events.
Provides resources on financial decisions and family relationships.
Apps and channels of Altair Advisers
its YouTube channel Altair Advisers has 74 subscribers and 30 videos.
Videos from Altair Advisers
The most watched videos on Altair Advisers's YouTube channel, Altair Advisers (74 subscribers). Click a video to play it here.
More on Altair Advisers.
Funding Insights of Altair Advisers
Altair Advisers has successfully raised a total of $5.2M through 1 strategic funding round. The most recent funding activity was a Series A round of $5.2 million completed in August 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $5.2M
- Total Rounds 1
- Last Round Series A — $5.2M
- First Round $5.2M
(Aug 2022)
All 1 funding rounds of Altair Advisers with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2022 | $5.2M | Series A | – | – | – |
People of Altair Advisers
22 people are tracked at Altair Advisers (10 in leadership, 12 in team).
| Name | Role | Group |
|---|---|---|
Beka Kohmescher | CEO | Leadership |
Cfp® Caitlin M. Dixon | Director Of Financial Planning | Leadership |
Denise Turcott | Director Of Client Operations | Leadership |
David J. Lin | Managing Director And Head Of Investment Research | Leadership |
Anna Nichols | Managing Director | Leadership |
Rebekah L. Kohmescher | Chief Executive Officer | Leadership |
Hannah Koch | Director Of Strategic Initiatives | Leadership |
Jason Laurie | Managing Director And Chief Investment Officer | Leadership |
Richard K. Black | Co-founder And Managing Director | Leadership |
Allison Labelle Diliberto | Managing Director, Head Of Finance And Operations | Leadership |
Dave Carpenter | Investment Communications Analyst | Team |
Rosa Zapata | Business Analyst | Team |
Abraham Cain | Operations Analyst | Team |
Rebecca Egan | Accounting Manager | Team |
Kara Gray | Client Operations Analyst | Team |
James Shen | Manager Of Research | Team |
Sean Morrison | Senior Performance Analyst | Team |
Alexander Hudgin | Performance Analyst | Team |
Anne Squire | Marketing And Human Resources | Team |
Elliot Fisher | Senior Investment Research Analyst | Team |
2 more people are available in the full profile.
Complete people profiles for Altair Advisers
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Altair Advisers
2 dated milestones of Altair Advisers across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Altair Advisers is founded.
- Funding First funding round of $5.2M.
Competitors of Altair Advisers
Altair Advisers has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Altair Advisers
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Altair Advisers
Websites that share an audience with Altair Advisers (altairadvisers.com).
Websites whose visitors overlap most with Altair Advisers. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| waverly-advisors.com | 100% | 10.5K | #2,065,659 | View details | |
| planningretirements.com | 96% | 4.9K | #3,783,370 | View details | |
| gwadvisors.net | 29% | View details | |||
| carystreetpartners.com | 28% | 5.9K | #3,069,121 | View details | |
| finsyn.com | 27% | 10.8K | #2,133,167 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for Altair Advisers
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 6 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment Banks
3 companies that operate in the same segment as Altair Advisers (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Frequently Asked Questions about Altair Advisers
Altair Advisers was founded in 2002 and raised its 1st funding round 20 years after it was founded.
Altair Advisers is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Beka Kohmescher is the CEO of Altair Advisers, as recorded in our data.
Altair Advisers is a funded company, having raised a total of $5.2M across 1 funding round to date. The company's 1st funding round was a Series A of $5.2M, raised on Aug 2022.
Altair Advisers is an independent wealth advisory firm that delivers investment management, financial planning, and client education services to individuals, families, foundations, and endowments. As fiduciaries, they provide objective advice and comprehensive guidance across clients financial lives, focusing on achieving goals and securing lifestyles. Based in Chicago, they emphasize personalized strategies for various life stages and business needs.
Altair Advisers's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Altair Advisers offers Investment Management, Financial Planning, and Client Education.
Altair Advisers operates through Altair Advisers Llc.