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AltaStreet Financial Websites & Marketing's Overview

Total employees3
HeadquartersNew York
Founded1998

Altastreet, founded in 2002, is a specialized digital marketing agency focused on empowering financial advisors, Registered Investment Advisors (RIAs), and Investment Adviser Representatives (IARs). They deliver a comprehensive suite of services including bespoke website design, strategic digital marketing, impactful content marketing, distinctive branding and logo design, and targeted search engine optimization (SEO). Altastreet tailors its solutions to meet the unique needs and stringent compliance requirements of the financial services industry, aiming to help financial professionals build strong client relationships and grow their practices through effective and compliant digital strategies.

Where is AltaStreet Financial Websites & Marketing's Headquarters?

HQ Function

Serves as the central hub for AltaStreet's operations, including client strategy development, website design and development, digital marketing campaign execution, and administrative functions. It's where the core team collaborates to deliver specialized marketing solutions for financial advisors.

Notable Features:

Located in a well-regarded commercial building in Manhattan's NoMad district, known for its mix of tech, media, and creative companies. The office likely offers a modern, professional workspace conducive to creative and strategic work, though specific unique architectural details are not publicly emphasized by the company.

Work Culture:

AltaStreet's work culture, characteristic of a boutique agency, likely emphasizes close teamwork, direct communication with leadership, and a client-centric approach. Employees are expected to be proactive, detail-oriented, and passionate about helping financial advisors succeed in the digital landscape, with a focus on continuous learning in digital marketing and financial regulations.

HQ Significance:

The New York City headquarters is significant due to its proximity to a major global financial center, allowing AltaStreet to stay attuned to industry trends. While serving clients nationally through digital means, the NYC location lends prestige and access to a diverse talent pool.

Values Reflected in HQ: The choice of a professional address in a key Manhattan business district reflects AltaStreet's commitment to professionalism, quality, and expertise. It underscores their focus on serving the financial industry with credibility and a high standard of service from a reputable location.

Location:

Headquartered in New York, Altastreet primarily serves financial advisors across the United States. Their digital services enable them to support clients remotely, irrespective of their geographical location within the U.S. The company does not maintain distinct international offices but focuses on the U.S. financial advisory market.

Street Address:

401 Park Avenue South, 10th Floor

City:

New York

State/Province:

NY

Country:

United States

AltaStreet Financial Websites & Marketing's Global Presence

Buying Intent Signals for AltaStreet Financial Websites & Marketing

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of AltaStreet Financial Websites & Marketing

As of April 2025, AltaStreet Financial Websites & Marketing' leadership includes:

Harvey Lee - President & CEO
Anna Lee - Vice President

Investors of AltaStreet Financial Websites & Marketing

AltaStreet Financial Websites & Marketing has been backed by several prominent investors over the years, including:

Privately Held

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

Given Altastreet's small and consistent leadership team, there have been no publicly disclosed executive hires or exits in the last 12 months. The company's executive structure appears stable.

Technology (Tech Stack) used by AltaStreet Financial Websites & Marketing

Discover the tools AltaStreet Financial Websites & Marketing uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

AltaStreet Financial Websites & Marketing Email Formats and Examples

Altastreet likely utilizes standard professional email formats for its communications, typically combining employee names with their company domain, altastreet.com. A common pattern is [first].[last]@altastreet.com.

[first].[last]@altastreet.com

Format

harvey.lee@altastreet.com

Example

85%

Success rate

News and media

Altastreet BlogMarch 19, 2024

Altastreet Highlights Top Financial Advisor Website Designs for 2024

Altastreet released an analysis showcasing inspiring examples of top financial advisor website designs in 2024. This resource aims to provide financial professionals with insights into effective web design trends and elements that can enhance user engagement and conversion for their practices....more

Altastreet BlogJanuary 8, 2024

Altastreet Shares Comprehensive 2024 SEO Guide for Financial Advisors

Altastreet published an extensive guide detailing Search Engine Optimization (SEO) strategies tailored for financial advisors for the year 2024. The guide covers current trends and best practices aimed at helping financial professionals improve their online visibility, attract qualified leads, and grow their client base....more

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