Royal Alliance

United States Founded: 1996 • Age: 30 yrs
Provides investment advisory and brokerage for financial professionals and clients.

About Royal Alliance

Royal Alliance is a company based in United States founded in 1996. It operates as a B2B, and B2C. Royal Alliance has completed 1 acquisition, including Signator Investors. Royal Alliance offers products and services including BrokerCheck and Investment Advisory. Royal Alliance operates in a competitive market with competitors including MassMutual, American Family Insurance, Prudent, Point Digital Finance and Reliance Capital, among others.

  • Headquarter United States
  • Sectors
    Financial Services
    Business Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Osaic Wealth, Inc.
Operational Areas
Financial Services → Capital Markets & Trading
Business Services → Financial, Accounting & Compliance Services
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Royal Alliance

Royal Alliance offers a comprehensive portfolio of products and services, including BrokerCheck and Investment Advisory. 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

Tool to review financial professionals' history via FINRA.

Offers advisory programs for securities and wealth management.

People of Royal Alliance
Headcount 200-500
Employee Profiles 31
Employee Profiles
People
Brenda Thurmes
Receptionist / Assistant
People
Gina Kerzner
Executive Assistant To Dmitry Goldin President CEO
People
Jeanette Pakulak
Administrative Assistant
People
Crps Renn Williams Cpfa
Important Disclosures

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Funding Insights of Royal Alliance

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

Investments & Acquisitions by Royal Alliance

Royal Alliance has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Signator Investors. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Financial services are provided to investment industries by Signator Investors.
1968
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Royal Alliance

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

Royal Alliance Comparisons

Employees
+
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Competitors of Royal Alliance

Royal Alliance operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, American Family Insurance, Prudent, Point Digital Finance and Reliance Capital, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Mutual life insurance company
domain founded_year HQ Location
Personal and business insurance products are provided nationwide.
domain founded_year HQ Location
Provider of financial products and investment services
domain founded_year HQ Location
Fractional home equity is sold online for interest-free loans.
domain founded_year HQ Location
Financial services including loans, insurance, and asset management are provided.
domain founded_year HQ Location
Financial services are offered by Thrivent as a not-for-profit entity.
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 Royal Alliance

Frequently Asked Questions about Royal Alliance

When was Royal Alliance founded?

Royal Alliance was founded in 1996.

Where is Royal Alliance located?

Royal Alliance is headquartered in United States.

What does Royal Alliance do?

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.

Who are the top competitors of Royal Alliance?

Royal Alliance's top competitors include MassMutual, Point Digital Finance and Prudent.

What products or services does Royal Alliance offer?

Royal Alliance offers BrokerCheck and Investment Advisory.

How many acquisitions has Royal Alliance made?

Royal Alliance has made 1 acquisition, including Signator Investors.

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