Allocations Competitors and Similar CompaniesClear all
Allocations's competitors and similar companies include AssetMark 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 2013 |
Type | Type Private | Type Public | Type Public |
Tags | |||
Locations | Locations Miami, US HQ | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations Sydney, AU HQ |
Employees | Employees 34 | Employees 980 | Employees 19 |
Valuation ($) | Valuation ($) 150 m | Valuation ($) 2.6 b | Valuation ($) N/A |
Financial | |||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) $17.2m (FY, 2025) |
Net income | Net income N/A | Net income $123.1m (FY, 2023) | Net income ($5.5m) (FY, 2025) |
Funding | |||
Total funding raised | Total funding raised $ 11.3m | Total funding raised $ 2.8m | 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 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