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Alianza
Alianza is an SEC-registered investment adviser in Miami, FL, registered since 2025. The firm manages $204 million in assets, with $42 million on a...
Alianza
Alianza is an SEC-registered investment adviser in Miami, FL, registered since 2025. The firm manages $204 million in assets, with $42 million on a discretionary basis. Alianza has 5 employees and 5 investment advisers.
General information
Firm type
other
Year founded
2009
Location
Region
North America
Country
United States
City
Miami
Corporate office
Pleasant Grove, UT, United States
Additional offices
Scottsdale, AZ, United States
Principals
Brian Beutler
Chief Executive Officer & Founder
Dag Peak
Chief Product and Technology Officer
Kevin Dundon
Chief Strategy Officer
Jonathan Wagner
Chief Growth Officer
Justin Cooper
Chief Operating Officer
Garner Meads
Chief Legal Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Alianza?
Alianza is a technology company, not an investment firm. Brian Beutler serves as Chief Executive Officer and has led the company since founding. There is no CIO or investment committee; capital allocation decisions are made by the CEO and the executive team for corporate purposes — acquisitions, R&D, and sales — not for external portfolio management.
Does Alianza operate as a family office or an asset manager?
No. Alianza is a for-profit software company, incorporated to develop and sell cloud communications software to service providers. It does not manage third-party capital, operate fund vehicles, or hold investments on behalf of external LPs. It is best classified as a private, founder-led technology firm.
What is Alianza's core product and market?
Alianza provides a cloud-based voice platform — including VoIP, unified communications, and AI-infused services — to communication service providers (CSPs) such as cable operators and telecom carriers. The platform replaces on-premise hardware with a cloud-native stack. As of mid-2018, the platform supported over 300,000 seats across more than 60 service providers (per the firm).
Has Alianza made any acquisitions?
Yes. In March 2021, Alianza acquired CounterPath, a provider of mobile UC softphone applications, doubling the company's personnel and adding mobile capabilities (per the firm). In December 2020, it acquired MessageHopper, a business text messaging solution (per the firm). Both acquisitions enhanced Alianza's product suite rather than broadening into financial services.
Where is Alianza headquartered?
Alianza is headquartered in Pleasant Grove, Utah, at a building the company moved into in March 2020. The firm also hosts an annual conference, Navigate 26, scheduled for September 2026 in Scottsdale, Arizona.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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