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
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
1
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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Activity Insights
AllocateRite is experiencing very low activity levels compared to other companies in the Software sector.
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AllocateRite is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about AllocateRite.
AllocateRite financials insights
Gather financial insights about AllocateRite, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2021
Debt
$134K
AllocateRite Tech Stack
A closer look at the technologies used by AllocateRite
Most Recent Scoops
New Hire
Executive Move
Executive Moves, New Hire
Open Position
AllocateRite is currently seeking a Front End Developer Vue & React. (Boca Raton, FL)
Funding
AllocateRite has received an SBA PPP loan in the amount of $134,187 from Readycap Lending resulting in the retention of 15 jobs.
New Hire
Executive Move
Funding
AllocateRite News & Media
AllocateRite Introduces Audit-Ready AI Marketing Compliance Platform
NEW YORK, Oct. 7, 2025 /PRNewswire/ -- AllocateRite, the world's first deterministic AI-powered wealth management platform, today announced the launch of its Marketing Compliance Tool, a purpose-built solution that streamlines marketing review, reduces regulatory exposure, and provides...AllocateRite wins the T3 Technology Conference Emerging Technology Award
NEW YORK, March 7, 2025 /PRNewswire/ -- AllocateRite, a leading next-generation AI wealth platform and solution, has been named the winner of the T3 2025 Emerging Technology Award – T3 is the preeminent WealthTech Conference in the industry. We are proud and honored to be recognized by...AllocateRite Offers Exclusive Incentive Package to Morningstar Office Clients Amid Sunsetting of Morningstar Office
NEW YORK, Feb. 24, 2025 /PRNewswire/ -- AllocateRite, a leading next-generation AI wealth platform, is offering an exclusive incentive package to Morningstar Office clients as the Morningstar Office platform is phased out. AllocateRite delivers comprehensive TAMP solutions for market...AllocateRite Welcomes Jon Beyman to Advisory Board, Ramping Commercialization for AI-Driven Wealth Management Platform
NEW YORK, June 12, 2024 /PRNewswire/ -- Investall Group, the pioneering force behind the AI-powered wealth management platform AllocateRite, today proudly announced the addition of industry veteran Jonathan (Jon) Beyman to its board of advisors. Since its commercial debut six months ago,...
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Frequently Asked Questions Regarding AllocateRite
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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
