Allocations Competitors and Similar CompaniesClear all
Allocations's competitors and similar companies include AssetMark and dezerv..
 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. | ||
Founding Date | Founding Date 2019 | Founding Date 1996 | Founding Date 2021 |
Type | Type Private | Type Public | Type Private |
Tags | |||
Locations | Locations Miami, US HQ | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations HQ |
Employees | Employees 34 | Employees 980 | Employees 4666% increase |
Valuation ($) | Valuation ($) 150 m | Valuation ($) 2.6 b | Valuation ($) N/A |
Funding | |||
Latest funding round | Latest funding round $ 5m (over 3 years ago) | Latest funding round N/A | Latest funding round $ 20.7m (almost 4 years ago) |
Total funding raised | Total funding raised $ 11.3m | Total funding raised $ 2.8m | Total funding raised $ 27.7m |
For sources of this data, please see the company profile
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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.
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dezerv.
HQ
Employees
466↑ 6% increase
Dezerv Investments is a company developing a wealth management platform.
View company