AlphaMark Advisors
- Company typePrivate
- Founded1999
- HeadquartersFt Mitchell, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
AlphaMark Advisors firmographics
Firmographics- Name
- AlphaMark Advisors
- Legal name
- AlphaMark Advisors
- Website
- https://alphamarkadvisors.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
AlphaMark Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)
Keywords
Where AlphaMark Advisors is headquartered
LocationHeadquarters
- HQ city
- Ft Mitchell
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AlphaMark Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Distribution channels1 record
AlphaMark Advisors product offering
Product offeringCore offering
AlphaMark Advisors provides investment, wealth management, financial planning, mutual fund, and ETF services to clients. The firm delivered personalized portfolio management, goal-based financial planning, and asset allocation strategies to high net worth individuals and families, primarily in the Cincinnati/Ohio market. Following the April 11, 2025 acquisition by EP Wealth Advisors, AlphaMark's offerings are now delivered within EP Wealth's broader registered investment adviser platform.
Product overview
AlphaMark Advisors is a wealth management firm that offers a unified suite of financial advisory services. The firm's core offerings center on financial planning, investment management, and comprehensive wealth management for individual clients and families. Following its acquisition by EP Wealth Advisors in April 2025, clients gain access to EP Wealth's expanded service platform while continuing to work with the same advisory team.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
Companies that use AlphaMark Advisors
Customer profileSegments1 record
Ideal customer profiles1 record
AlphaMark Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AlphaMark Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- EP Wealth AdvisorsflagshipEP Wealth Advisors acquired AlphaMark Advisors on April 11, 2025, for $385 million. The acquisition expanded EP Wealth's presence into Cincinnati and Ohio, adding assets managed by AlphaMark and enhancing its services with AlphaMark's local expertise. Following the acquisition, AlphaMark clients continue to be served by the same advisory team, gaining access to EP Wealth's full suite of services.
Scale indicators1 record
Recent moves3 records
Expansion highlights3 records
AlphaMark Advisors competitors and assessment
Company assessmentDirect peers
- Sanctuary Wealth: Partner-owned wealth management platform built specifically for high-net-worth advisory teams transitioning from wirehouses/independents, with shared investment resources and planning infrastructure.
- Kestra Financial: Independent wealth management platform providing financial planning, investment advisory, and consulting services to HNW clients through independent advisor teams nationwide.
- Hightower Advisors: Large national RIA and registered investment advisor platform serving HNW and ultra-HNW clients via partner firms; closest comparable in scale, model, and HNW service mix.
- Focus Financial Partners: Partnership model for HNW-focused wealth management firms; investor and aggregator of advisory practices with similar client profiles, services, and acquisition economics.
- Private Advisor Group: Independent advisor support platform providing compliance, technology, and investment resources to financial advisors serving HNW and mass-affluent clients, with a similar business model lens to AlphaMark.
- Carson Group: Advisor-focused wealth management firm offering financial planning, investment management, and practice resources to advisor teams serving HNW households.
- Cetera Financial Group: Independent advisor support platform offering wealth management, financial planning, and investment solutions to advisors serving HNW and mass-affluent clients.
- EP Wealth Advisors: Acquired AlphaMark in April 2025 for $385M; a planning-first RIA with 70+ U.S. offices serving HNW individuals and families with the same financial planning, investment management, and wealth management offerings.
- Mercer Advisors: National RIA offering comprehensive financial planning and investment management to HNW households through a multi-office U.S. footprint built largely via regional advisory firm acquisitions.
- Mariner Wealth Advisors: National wealth management firm providing financial planning, investment management, and family-office-style services to HNW individuals across multiple U.S. offices — directly comparable service stack to AlphaMark.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights5 records
Customer concentration
AlphaMark Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
AlphaMark Advisors leadership team
Management profileNumber of profiles
AlphaMark Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AlphaMark Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AlphaMark Advisors
What does AlphaMark Advisors do?
AlphaMark Advisors provides investment, wealth management, financial planning, mutual fund, and ETF services to clients. The firm delivered personalized portfolio management, goal-based financial planning, and asset allocation strategies to high net worth individuals and families, primarily in the Cincinnati/Ohio market. Following the April 11, 2025 acquisition by EP Wealth Advisors, AlphaMark's offerings are now delivered within EP Wealth's broader registered investment adviser platform.
Is AlphaMark Advisors a public or private company?
AlphaMark Advisors is a private company. It is classified as corporate owned and is currently acquired.
When was AlphaMark Advisors founded?
AlphaMark Advisors was founded in 1999. It employs 1 to 10 people.
Where is AlphaMark Advisors based?
AlphaMark Advisors is headquartered in Ft Mitchell, United States, in the North America region.
Who are AlphaMark Advisors's main competitors?
Direct peers on record are Sanctuary Wealth, Kestra Financial, Hightower Advisors, Focus Financial Partners, Private Advisor Group, Carson Group, Cetera Financial Group, EP Wealth Advisors, Mercer Advisors and Mariner Wealth Advisors.
Does AlphaMark Advisors have an API?
No public API is recorded for AlphaMark Advisors.
What industry is AlphaMark Advisors in?
AlphaMark Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAHAKAC, Managed Account Platforms (Separately Managed Accounts / Customized Portfolios). Its NAICS code is 523940 and its SIC code is 6282.