AllocateRite
Financial Software · New York, United States · 11-50 Employees
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Overview
Headquarters
1330 Avenue of the Americas Fl 6, New Yo...Website
www.allocaterite.comRevenue
<$5 MillionIndustry
About AllocateRite
AllocateRite is the world's first AI-driven wealth management platform that offers automated financial planning tools, powerful portfolio management software, and streamlined workflow automation. It serves financial advisors, portfolio managers, and operations teams, providing them with advanced tools for portfolio personalization, tax optimization, and real-time analytics. The platform is designed for a variety of clients including breakaway RIAs, established RIAs, enterprises, hedge funds, family offices, and foundations. AllocateRite focuses on enhancing advisory efficiency and improving client communication through a comprehensive dashboard and the integration of APIs.Explore more
AllocateRite Org Chart
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AllocateRite is the world's first AI-driven wealth management platform that offers automated financial planning tools, powerful portfolio management software, and streamlined workflow automation. It serves financial advisors, portfolio managers, and operations teams, providing them with advanced tools for portfolio personalization, tax optimization... Read More
