Allocations Competitors and Similar CompaniesClear all
Allocations's competitors and similar companies include AssetMark, Capital International Group, dezerv. and IAM Group.
 Allocations Allocations Fund Administration is a company is a company developing a platform for fund management. |  AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. |  IAM Group IAM Group (also known as Income Asset Management Group, previously known as Cashwerkz) is a fintech company that provides an online platform designed for cash investing. | |||
Founding Date | Founding Date 2019 | Founding Date 1996 | Founding Date 1996 | Founding Date 2021 | Founding Date 2013 |
Type | Type Private | Type Public | Type Private | Type Private | Type Public |
Tags | |||||
Locations | Locations Miami, US HQ | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations Douglas, IM HQ Cape Town, ZA Johannesburg, ZA | Locations HQ | Locations Sydney, AU HQ |
Employees | Employees 34 | Employees 980 | Employees 1864% decrease | Employees 4666% increase | Employees 19 |
Valuation ($) | Valuation ($) 150 m | Valuation ($) 2.6 b | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) N/A |
Financial | |||||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) N/A | Revenue (est.) N/A | Revenue (est.) $17.2m (FY, 2025) |
Net income | Net income N/A | Net income $123.1m (FY, 2023) | Net income N/A | Net income N/A | Net income ($5.5m) (FY, 2025) |
Funding | |||||
Latest funding round | Latest funding round $ 5m (over 3 years ago) | Latest funding round N/A | Latest funding round N/A | Latest funding round $ 20.7m (almost 4 years ago) | Latest funding round N/A |
Total funding raised | Total funding raised $ 11.3m | Total funding raised $ 2.8m | Total funding raised N/A | Total funding raised $ 27.7m | Total funding raised N/A |
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AssetMark
HQ
Concord, US
Employees
980
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
View company
Capital International Group
HQ
Douglas, IM
Employees
186↓ 4% decrease
Capital International Group is a company providing financial services.
View company
dezerv.
HQ
Employees
466↑ 6% increase
Dezerv Investments is a company developing a wealth management platform.
View companyIAM Group
HQ
Sydney, AU
Employees
19
IAM Group (also known as Income Asset Management Group, previously known as Cashwerkz) is a fintech company that provides an online platform designed for cash investing.
View company