Aligned Investor Advertising Profile
Aligned Investor Company Overview:
AIigned Investor is a financial adviser for individuals and businesses. We want to listen and understand your current situation, goals, plans, and values. We can help translate that information into a personalized financial plan. Our goal is to provide you with plans and investments that are tailored to align with your life. Through advanced, efficient technology and tools, we can offer all investors personalized financial solutions. We also align our financial incentives with your investment portfolio performance. We are compensated for our investment advisory work by a fractional percentage fee of the value of your assets we manage. Our compensation grows only when your assets grow in value. We promise to act as fiduciaries and put your interests first. Your client packet will provide clear explanations of terms, disclosures, our commitment to you, and written statements of our values. We strive to be good citizens in our community. We provide free educational seminars and financial information to the general public. At least 5% of our net earnings are contributed back to local non-profit groups. We believe in impact investing, so your money is invested in businesses, which operate in a way that is consistent with your values. Aligned Investor provides registered investment adviser services as a branch of Wealth Apple, LLC (dba Aligned Investor). Third-party companies provide securities information and quotes to us, and securities transactions are completed through Clearing Broker Dealers and custodians. See the account application, disclosures, privacy statements, and customer agreement for a more complete description of these third-party providers and services.
Primary Address
129 Kentucky Crossing
Rochester, NY 14612
Aligned Investor Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Aligned Investor. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Aligned Investor's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Aligned Investor have?
Aligned Investor has 1 unique brands.
How much does Aligned Investor spend on media?
It is unknown how much Aligned Investor spends on media.
Aligned Investor Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Aligned Investor marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Aligned Investor?
The chief marketing officer at Aligned Investor is N/A.
How big is the Aligned Investor Marketing Team?
There are 1 staff members currently involved in marketing for Aligned Investor.
Aligned Investor Ad Spend 2025
This section digs into the specifics of the advertising spend at Aligned Investor and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Aligned Investor Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Aligned Investor, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Aligned Investor Media Mix
Explore a detailed breakdown of the last 12 months media spending for Aligned Investor across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
Win More with Winmo
If you are looking to tap into Aligned Investor marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on Aligned Investor decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.
Get your unfair advantage with Winmo
Request trial to view full profile and more!
Get full access to this profile & more!
Looking for a resource to grow your sales? Winmo helps you source more leads by connecting with the right prospects at the right time.
Aligned Investor Social Media Marketing Ad Spend
See whether Aligned Investor is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.