About Royal Alliance
Royal Alliance is a Financial Services company based in United States founded in 1996. It provides investment advisory and brokerage for financial professionals and clients. It operates on a B2B and B2C model in Financial Services and Business Services sectors. Royal Alliance has completed 1 acquisition, including Signator Investors. Its website royalalliance.com draws about 681 thousand monthly visits. Royal Alliance offers products and services including BrokerCheck and Investment Advisory. Its focus areas include Finance, Investment Services, Brokerage and Wealth Management. Its legal entity is Osaic Wealth, Inc. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
Royal Alliance, now operating as Osaic Securities, delivers financial services including brokerage and investment advisory through firms like Osaic Wealth, Inc. They facilitate access to tools such as FINRAs BrokerCheck for reviewing professionals histories. As members of FINRA and SIPC, they offer securities and advisory programs focused on wealth management for clients, emphasizing independent entity operations without specific locations mentioned.
- Headquarters United States
- SectorsFinancial ServicesBusiness Services
- Website royalalliance.com
- Social Facebook
- Legal Name Osaic Wealth, Inc.
- Investments & Acquisitions
Products & Services of Royal Alliance
Royal Alliance offers a comprehensive portfolio of products and services, including BrokerCheck and Investment Advisory.
Tool to review financial professionals' history via FINRA.
Offers advisory programs for securities and wealth management.
People of Royal Alliance
31 people are tracked at Royal Alliance (7 in leadership, 24 in team).
| Name | Role | Group |
|---|---|---|
Gina Kerzner | Executive Assistant To Dmitry Goldin President CEO | Leadership |
Cpa/Pfs Mark Kaizerman Cfp, Chfc, Cltc | Managing Executive | Leadership |
John Corba | Regional Vice President, Supervision | Leadership |
Rebekah Brooks | Vice President Of Business Development | Leadership |
Cima® Thomas J Santucci Aif® | Managing Executive | Leadership |
Michael Kohn | Vice President, Business Development | Leadership |
Robert Capito | Managing Executive | Leadership |
Alan Johnson | Financial Planner And Portfolio Manager | Team |
Brenda Thurmes | Receptionist / Assistant | Team |
Jeanette Pakulak | Administrative Assistant | Team |
Crps Renn Williams Cpfa | Important Disclosures | Team |
Robert Jaffe | Wealth Manager | Team |
Michael A Phillips | Registered Representative | Team |
Mike Panter | Registered Representative | Team |
Gerald Stefanelli | Registered Representative | Team |
Jill Rotach | Operations Specialist | Team |
Bradley Gilling | Registered Representative | Team |
Deron Morris | Manager | Team |
Anthony Fratello | Technology Support Specialist III | Team |
Richard L Bebo Chfc, Clu | Investment Advisory Rep | Team |
11 more people are available in the full profile.
Complete people profiles for Royal Alliance
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Investments & Acquisitions by Royal Alliance
Royal Alliance has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Signator Investors.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial services are provided to investment industries by Signator Investors. | signatorinvestors.com | Boston, United States | 1968 | Jun 2018 | •••• |
Complete acquisition details for Royal Alliance
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Timeline of Royal Alliance
2 dated milestones of Royal Alliance across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Royal Alliance is founded.
- Acquisition Acquires Signator Investors.
Competitors of Royal Alliance
Royal Alliance has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of Royal Alliance
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Web traffic of Royal Alliance
The website of Royal Alliance (royalalliance.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Royal Alliance. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Royal Alliance
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Top companies in Brokers and Dealers
3 companies that operate in the same segment as Royal Alliance (Brokers and Dealers) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Insurance brokerage and consulting services are provided to clients. | 2007 | San Francisco, California, United States | ||||
Stock brokerage and financial advisory services are provided to investors. | 1989 | San Diego, California, United States | USD 16.99 B | 9,000 | ||
Discount brokerage services for stock trading are provided. | 1982 | Plantation, Florida, United States |
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Related news about Royal Alliance
Complete news archive for Royal Alliance
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Frequently Asked Questions about Royal Alliance
Royal Alliance was founded in 1996.
Royal Alliance is headquartered in United States.
Royal Alliance, now operating as Osaic Securities, delivers financial services including brokerage and investment advisory through firms like Osaic Wealth, Inc. They facilitate access to tools such as FINRAs BrokerCheck for reviewing professionals histories. As members of FINRA and SIPC, they offer securities and advisory programs focused on wealth management for clients, emphasizing independent entity operations without specific locations mentioned.
Royal Alliance's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Royal Alliance offers BrokerCheck and Investment Advisory.
Royal Alliance has made 1 acquisition, including Signator Investors.
Royal Alliance operates through Osaic Wealth, Inc..
The website of Royal Alliance receives about 681 thousand visits a month.