What Strata Alliance does

Strata Alliance is a privately held multi-family office based in Ronkonkoma, New York, founded by Joe Campolo, that delivers integrated professional services to high-net-worth families, business owners, and real estate developers primarily on Long Island with extensions into New York City and Westchester County. The firm organizes its offering through a unified platform and four wholly-owned subsidiaries: Strata Financial (CFO services, valuations, M&A advisory, wealth and estate planning), Strata Realty (residential and commercial brokerage, leasing, property management, development support), Strata Coverage (commercial, real estate and personal insurance), and Strata Foundation (501(c)(3) philanthropic services).

The company coordinates legal, tax, insurance, M&A, estate planning, real estate, private banking, alternative investments, cybersecurity and concierge services through executive-led engagement rather than a proprietary technology platform; no API, SDK, or digital product distribution channels are disclosed. Services are delivered by a small team of 11-50 employees with no public pricing tiers, generating revenue through customized professional services engagements.

Go-to-market is enterprise field sales targeting complex, high-stakes decisions for high-net-worth clients; clients engage directly with executive leadership via the website contact form or email to Nancy Conte. Distribution is reinforced by Chairman Joe Campolo's embedded community roles — Chair of HIA-LI Economic Development Committee, Long Island MacArthur Airport Advisory Board, Long Island Business Hall of Fame inductee — and by content marketing through the firm's News & Insights blog and LinkedIn presence. Strategic partners and investees include Tattle (hospitality guest-feedback platform) and Burman Real Estate (Long Island development co-development partner), with no disclosed external institutional investors, funding rounds, or parent company ownership.

Name

Strata Alliance

Legal name

Strata Alliance, LLC

Website

https://strata-alliance.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Strata Alliance is a privately held Long Island-based multi-family office that integrates financial advisory, M&A support, real estate, insurance, legal coordination, and philanthropic services for high-net-worth families, business owners, and developers through wholly-owned subsidiaries Strata Financial, Strata Realty, Strata Coverage, and Strata Foundation.

Ownership category

akta.pro rank

Product category

Multi-Family Office Services

NAICS

Portfolio Management and Investment Advice (523940), Offices of Real Estate Agents and Brokers (5312), Insurance Agencies and Brokerages (524210)

SIC

Services-Management Consulting Services (8742), Real Estate Agents & Managers (For Others) (6531), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Multi-family office services
• Wealth management advisory
• Estate planning services
• M&A advisory
• Business exit planning

Headquarters

HQ city

Ronkonkoma

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others, Infrastructure

Revenue model

1. Integrated Professional Services Advisory: Revenue generated from providing coordinated professional services including financial advisory, M&A advisory, tax strategy, estate planning, insurance, and legal coordination for high-net-worth clients and business owners. Services are coordinated by third-party professionals under independent engagement letters.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Strata Alliance operates as an integrated multi-family office delivering coordinated professional services including financial advisory, M&A advisory, tax strategy, estate planning, insurance, legal coordination, real estate brokerage, and philanthropic guidance. The firm serves high-net-worth families, business owners, and real estate developers through wholly-owned subsidiaries (Strata Financial, Strata Realty, Strata Coverage, Strata Foundation) operating under one unified strategy to replace the fragmentation of multiple disconnected advisors with a single aligned team.

Product overview

Strata Alliance operates as an integrated multi-family office platform built around five interconnected services: the core Strata Alliance platform coordinates all integrated professional services; Strata Financial serves as the financial engine providing CFO services, valuations, and M&A support; Strata Realty handles real estate brokerage, property management, and development support; Strata Coverage delivers insurance solutions across commercial, real estate, and personal lines; and Strata Foundation provides philanthropic services through a registered nonprofit. Together, these brands deliver coordinated legal, financial, tax, insurance, real estate, M&A, estate planning, and philanthropy services to high-net-worth families, business owners, and real estate developers under one roof.

Differentiator

Problem solved

Functional benefit

Products and services

• Strata Alliance Multi-Family Office Platform

Quantifiable outcome

• Billions of dollars in M&A transactions successfully closed

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Burman Real Estate (BRE)coreStrategic or Co-development Partner · 8 October 2025Strata Alliance directly partnered with Burman Real Estate on The Shops at Broadway redevelopment project in Hicksville as well as a multi-family housing project in Mineola. Strata Alliance is leading capital and resource deployment for these Long Island development projects.
• TattlecoreStrategic or Co-development Partner · 28 August 2025Strata Alliance partnered with Tattle to support its next phase of growth. Founded by Alex Beltrani, Tattle reshapes how the hospitality industry captures guest feedback to enhance customer satisfaction and boost revenue. With traction across 240+ leading brands including Chili's and MOD Pizza, Tattle leverages transactional data across multiple channels to drive operational improvement.
• HIA-LI (Huntington Township Area Long Island Industrial Association)coreStrategic or Co-development PartnerOngoing partnership through event sponsorship and leadership. Joe Campolo serves as Chair of HIA-LI Economic Development Committee. Strata Alliance sponsors HIA-LI Economic Development Task Force programs and annual trade shows.
• Long Island MacArthur Airport Advisory BoardminorStrategic or Co-development PartnerJoe Campolo serves on the Long Island MacArthur Airport Advisory Board, which was named the second-best small airport in the nation. Board works to enhance airport operations and strengthen community partnerships.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• BNY Wealth: Wealth management division of BNY providing investment management, wealth planning, and private banking to HNW/UHNW clients. Establishes the scale benchmark Strata's advisory team is differentiated against.
• Brown Brothers Harriman: Private partnership offering wealth management and investment services to HNW families and institutions. Comparable integrated wealth and trust services to UHNW households, anchored by a long-standing private partnership model.
• Goldman Sachs Personal Financial Management: Mass-affluent and HNW wealth management arm of Goldman Sachs offering investment, banking, and planning services. Represents the scaled incumbent benchmark against which smaller multi-family offices like Strata compete for HNW clients.

Direct peers

• Bessemer Trust: One of the largest multi-family offices in the U.S., serving ultra-HNW families with integrated wealth management, tax, estate, and advisory services. Directly comparable to Strata's multi-family office positioning for HNW/UHNW clients.
• Pathstone: Privately held multi-family office offering family office services, investment advisory, and wealth planning to UHNW families and foundations. Comparable to Strata's integrated platform spanning investments, estates, and family governance.
• Glenmede: Independent multi-family office providing integrated investment management, trust, and advisory services to HNW families. Closely comparable to Strata's integrated, family-office-led advisory model.
• Cerity Partners: Wealth management firm providing integrated financial planning, investment management, tax, and estate services to HNW individuals and families. Comparable multi-disciplinary HNW advisory model.
• Evercore Wealth Management: Independent wealth management business of Evercore serving UHNW families with investment advisory, estate and tax planning. Comparable in targeting complex HNW wealth with coordinated advisory offerings.
• Cresset: Multi-family office and private investment firm delivering integrated wealth, tax, estate planning, and concierge services to HNW families. Direct competitor in the integrated advisory space Strata targets.
• Corient: National multi-family office and RIA serving UHNW families with integrated investment, tax, and estate planning. Closely comparable integrated HNW advisory competitor to Strata, scaled through acquisitions and team lift-outs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/strata-alliance-one-team-infinite-possibilities

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strata Alliance