AllocateRite

Financial Services • Manhattan, New York, United States • 11-20 Employees

Company overview

Headquarters	100 Wall Street, Suite 901, New York, New York 10005, US
Website	allocaterite.com
NAICS	52
Employees	11-20

Key Contacts at AllocateRite

Scott J. Clark

Managing Director

Abbas Shah

Founder, Cpo, Cio

Abbas Shah

Founder

AllocateRite Email Formats

AllocateRite uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@allocaterite.com), used 61.1% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@allocaterite.com	61.1%
{first name}.{last name}	john.doe@allocaterite.com	38.9%

About AllocateRite

AllocateRite is a digital financial technology driven by AI to help manage wealth more effectively. AllocateRite has been training proprietary algorithms with machine learning on forecasting asset risk since 2016. And, it’s a natively built, cloud-based, secure, all-in-one, one-of-a-kind wealth management platform is embedded with an AI agent called Newt which helps automate workflows and reveal relevant insights into securities and portfolios. We’ve made it our goal to broaden your reach with the most robust solution for asset managers and advisors, powered by AI. From streamlined onboarding and proposal generation to a powerful rebalancing engine and tax-optimized models and strategies, direct indexing and tax loss harvesting, AllocateRite's Turnkey Asset Management Platform (TAMP) harnesses the power of AI to deliver the most advanced financial services at scale. Sign up for a demo: www.allocaterite.com/request_demo

AllocateRite revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding