AllocateRite is a digital financial technology driven by AI to help manage wealth more effectively. AllocateRite has been training proprietary algorithms with machine learning on forecasting asset risk since 2016. And, it’s a natively built, cloud-based, secure, all-in-one, one-of-a-kind wealth management platform is embedded with an AI agent called Newt which helps automate workflows and reveal relevant insights into securities and portfolios.
We’ve made it our goal to broaden your reach with the most robust solution for asset managers and advisors, powered by AI. From streamlined onboarding and proposal generation to a powerful rebalancing engine and tax-optimized models and strategies, direct indexing and tax loss harvesting, AllocateRite's Turnkey Asset Management Platform (TAMP) harnesses the power of AI to deliver the most advanced financial services at scale.
Sign up for a demo:
www.allocaterite.com/request_demo
Company Details
- Employees
- 14
- Address
- 100 Wall Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://allocaterite.com/
- Keywords
- New York.
- HQ
- New York, New York
Allocaterite Questions
Allocaterite's website is https://allocaterite.com/
Allocaterite's LinkedIn profile is https://www.linkedin.com/company/allocaterite-ai
Allocaterite has
14 employees.
View email and phone details for 14
employees at Allocaterite.
Allocaterite's industry is
Financial Services
Allocaterite's top competitors are
Flyer Financial Technologies,
Kwanti,
Balbec Capital Lp,
Svn | Cpex Real Estate,
The Wealth Alliance,
Aua Private Equity Partners,
Nebo Wealth,
Unretire,
Romulus Capital,
Investall.
Allocaterite's categories are Financial Services
