# Alianza

Alianza is an other based in Miami, United States.

## Overview

- **Organization type:** other
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Pleasant Grove, UT, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** alianza.com
- **LinkedIn:** https://www.linkedin.com/company/alianza

## Regulatory record

- **CRD number:** 323267
- **SEC file number:** 801-132892
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323267

## About

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.

## Sectors

- Cloud Communications
- Telecommunications

## Offices

- Scottsdale, AZ, United States

## People

- 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

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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