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Align Partners Logo
Align Partners CB Rank
1394445
Heat Score
42
Align Partners provides retirement planning, college funding, asset protection, investment strategy, and risk management services.
Founded
obfuscation
Private San Jose, California, United States11-50 align-partners.com
Asset Management
Risk Management
Wealth Management
Overview

Align Partners
Heat Score
42

Growth Score
pts
in past quarter
Heat Score 42
-38 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Align Partners

CB Rank
1394445
Align Partners provides retirement planning, college funding, asset protection, investment strategy, and risk management services.
Founded
obfuscation
Private San Jose, California, United States11-50 align-partners.com
Asset Management
Risk Management
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number 1 4082282117
Contact Email Info@align-partners.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
Service to help individuals plan and manage their financial resources for retirement.
College Funding
Service to assist families in planning and saving for college education expenses.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50
News

News and Press

News•Apr 3, 2026
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News•Apr 1, 2026
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News•Mar 20, 2026
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News•Mar 31, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Active Website Tech Count

5Align Partners is actively using 5 technologies for its website, according to BuiltWith. These include U.S. Server Location, DMARC, and  Mobile Non Scaleable Content.
Sub-Organizations
Frequently Asked Questions

Where is Align Partners's headquarters? Align Partners is located in San Jose, California, United States.Who are Align Partners's competitors? Alternatives and possible competitors to Align Partners may include Creative Planning, Mariner Wealth Advisors, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
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