Ethic Competitors and Similar CompaniesClear all
Allocations's competitors and similar companies include IAM Group and AssetMark.
 Allocations Allocations Fund Administration is a company is a company developing a platform for fund management. |  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. |  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 Public | Type Public |
Tags | |||
Locations | Locations Miami, US HQ | Locations Sydney, AU HQ | Locations Concord, US HQ Lynchburg, US Lynchburg, US |
Employees | Employees 34 | Employees 19 | Employees 980 |
Valuation ($) | Valuation ($) 150 m | Valuation ($) N/A | Valuation ($) 2.6 b |
Financial | |||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) $17.2m (FY, 2025) | Revenue (est.) $708.5m (FY, 2023) |
Net income | Net income N/A | Net income ($5.5m) (FY, 2025) | Net income $123.1m (FY, 2023) |
Funding | |||
Total funding raised | Total funding raised $ 11.3m | Total funding raised N/A | Total funding raised $ 2.8m |
For sources of this data, please see the company profile
View Company Profiles
IAM 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 companyAssetMark
HQ
Concord, US
Employees
980
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
View company