Ethic Competitors and Similar CompaniesClear all
Allocations's competitors and similar companies include Assetmax and AssetMark.
 Allocations Allocations Fund Administration is a company is a company developing a platform for fund management. |  Assetmax Assetmax is a fintech company that develops and maintains an integrated wealth management software solution. |  AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. | |
Founding Date | Founding Date 2019 | Founding Date 2013 | Founding Date 1996 |
Type | Type Private | Type Private | Type Public |
Tags | |||
Locations | Locations Miami, US HQ | Locations Zürich, CH HQ Lugano, CH | Locations Concord, US HQ Lynchburg, US Lynchburg, US |
Employees | Employees 34 | Employees 395% decrease | Employees 980 |
Valuation ($) | Valuation ($) 150 m | Valuation ($) N/A | Valuation ($) 2.6 b |
Funding | |||
Total funding raised | Total funding raised $ 11.3m | Total funding raised N/A | Total funding raised $ 2.8m |
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Assetmax
HQ
Zürich, CH
Employees
39↓ 5% decrease
Assetmax is a fintech company that develops and maintains an integrated wealth management software solution.
View companyAssetMark
HQ
Concord, US
Employees
980
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
View company