Step #1

Click "Get Started" to open an investment account and tell us about yourself

Step-By-Step: Discover the alooola Difference

1. Start

Click "Get Started" to open an investment account and tell us about yourself

2. Invest

Based on your risk-tolerance and goals we begin investing to grow your wealth

3. Build

Watch your wealth grow over time with our cutting edge technology platform

4.Discuss

Schedule a call with your advisors to discuss any financial topic

"Growing your wealth is simple...

You just need the right team supporting you"

Meet Our Leadership Team

Rob Michel

Head of Investments

Rob is 6'7" and his dance moves, although entertaining, are not impressive

Carol Fernandez

Head of

Financial Planning

Carol has completed more puzzles than anyone you know

Taylor Coolahan

Head of

Operations

Although Taylor can not tan her favorite place to go is the beach

Susan Dumont

Head of

Compliance

Susan is an amazing person! ... (you never make jokes about the head of compliance)