1
Growth Score
pts
Heat Score
-30 pts
Company Performance Metrics
Score
Trend
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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
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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3869078
Wealth Alliance Group supports insurance agents and agencies with Medicare, life, and health products plus training and resources.
About the Company
Wealth Alliance Group is a field marketing organization that partners with insurance agents and agencies. It offers access to Medicare Advantage, Medicare Supplement, ACA, life, dental, vision, cancer, and hospital indemnity products through major carriers. The company provides training, weekly team huddles, culture calls, leadership development,
and CRM tools to support agents in serving clients. It also offers resources such as hotline support and lead co-ops to help agents manage client relationships. Wealth Alliance Group focuses on helping agents protect families and build long-term books of business.
