2002
Our roots at Glen Eagle.
Susan Michel founded Glen Eagle in 2002. Alooola would grow from the experience of its advisors and their work with families and physicians.
Our backgroundAbout alooola
Our story.
2017
Alooola begins.
Glen Eagle introduced alooola to bring financial advice and technology to a new generation of professionals.
Our approach2022
The app arrives.
Our digital platform launched, bringing investing and financial planning into a mobile experience.
The app today2024
A firm of its own.
Glen Eagle spun alooola out into its own advisory firm, alooola, LLC. It shares common control and a principal office with Glen Eagle Advisors.
Read our Form CRSToday
Focused on medicine.
Wealth management for medical careers and practices. Personal advice, supported by Altair’s physician research and analysis developed in-house.
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