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ALM First logo — ALM First is a leading, trusted strategic partner for financ...

ALM First

ALM First is a leading, trusted strategic partner for financial institutions, offering an array of advisory services.

Founded 1995 United States Dallas, United States 147 employees Analytics, Financial Services

General Information

Company Name ALM First
Founded Year 1995
Location United States Dallas, United States +1
Employees 147
Industries Analytics, Financial Services
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About ALM First

ALM First is a leading, trusted strategic partner for financial institutions, offering an array of advisory services. Founded in 1995, the company manages approximately $70 billion in investments and is an SEC-registered investment advisor, providing commission-free, fee-based services to over 300 banks and credit unions across the country. The brand encompasses several subsidiaries, including ALM First Financial Advisors, ALM First Advisors, ALM First Analytics, and ALM Executive Benefits. As an SEC-registered investment advisor, ALM First Financial Advisors upholds a fiduciary duty to act in the best interests of its clients. However, registration as an investment advisor does not imply any level of skill or training. The company emphasizes the need for clients to carefully review all relevant documents before engaging its services. ALMFFA does not guarantee the results of its advice or account management. For further important information about their services, visit https://www.almfirst.com/social-media-disclaimers/

Taxonomy: Financial advisory services, Investment management, Securities, Fiduciary duty, Asset liability management, Fixed income asset management, Derivatives hedging, Mortgage hedging, Capital planning, Stress testing, M&A advisory, Merger valuations, ALM validation, CECL work, Securitization advisory

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FAQ About ALM First

ALM First is a leading, trusted strategic partner for financial institutions, offering an array of advisory services.
ALM First was founded in 1995.
ALM First is headquartered in Dallas, United States.
ALM First operates in the following industries: Analytics, Financial Services.
ALM First has approximately 147 employees.
Top alternatives and competitors to ALM First include Main Street Financial Life Advisors, LLC®, Money Matters with Ken Moraif, Wealth Strategies, LLC, Horizon Financial Services, LLC, Oak Wealth Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
ALM First and Main Street Financial Life Advisors, LLC® are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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