InvestAllocator

Financial Software · 1-10 Employees

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Overview

Phone Number

(857) 347-3887

Revenue

<$5 Million

Industry

Financial Software Finance Software Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About InvestAllocator

InvestAllocator offers hassle-free portfolio management and tracking services for investors. The platform allows users to connect their brokers and monitor their investments across multiple accounts, providing insights into total wealth and performance metrics. With features like long-term portfolio forecasting and investment charts, it aims to enhance accountability and wealth transparency for its clients. InvestAllocator is designed for individuals seeking to manage their investments efficiently and effectively.Explore more
InvestAllocator's Social MediaPopular SearchesInvestAllocator IncInvestAllocatorSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

InvestAllocator

<$5M
1-10
Private
-
2021
N/A
$8.6M
11-50
Private
-
1984
TM
Thomas MorganChief Operating Officer, Cco, Gc
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
11-50
Private
-
1999
N/A
<$5M
1-10
Private
-
2000
KB
Kathy BradyDirector, Operations
<$5M
1-10
Private
-
1998
N/A
<$5M
1-10
Private
-
2011
N/A
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InvestAllocator Tech Stack

Top Financial Software Companies

Frequently Asked Questions Regarding InvestAllocator

What is InvestAllocator's official website?
InvestAllocator's official website is www.investallocator.com
What is InvestAllocator's Revenue?
InvestAllocator's revenue is <$5 Million
What is InvestAllocator's SIC code?
InvestAllocator's SIC: 62,628
What is InvestAllocator's NAICS code?
InvestAllocator's NAICS: 52,523
How many employees does InvestAllocator have?
InvestAllocator has 1-10 employees
What industry does InvestAllocator belong to?
InvestAllocator is in the industry of: Financial Software, Finance, Software
What is InvestAllocator competition?
InvestAllocator top competitors include: Colchester Investment Counsel, Money Manager, G&O Financial, Thomas J Herzfeld Advisors
What technology does InvestAllocator use?
Some of the popular technologies that InvestAllocator uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Tag Manager, Cloudflare Security
How do I contact InvestAllocator?
InvestAllocator contact info: Phone number: (857) 347-3887 Website: www.investallocator.com
What does InvestAllocator do?

InvestAllocator offers hassle-free portfolio management and tracking services for investors. The platform allows users to connect their brokers and monitor their investments across multiple accounts, providing insights into total wealth and performance metrics. With features like long-term portfolio forecasting and investment charts, it aims to enh... ance accountability and wealth transparency for its clients. InvestAllocator is designed for individuals seeking to manage their investments efficiently and effectively.Read More

What are InvestAllocator social media links?
InvestAllocator Linkedin page InvestAllocator Twitter page InvestAllocator Facebook page
Is InvestAllocator a public company?
InvestAllocator is private company therefore does not currently have an official ticker symbol
See more information about InvestAllocator

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