Founder, Cpo, Cio
CurrentAllocateRite is a data science company that has an ensemble of next generation global wealth and asset management platforms. Built natively from the ground up with secure and scalable, cloud-based solutions and modular API's. The powerful combination of data science and AI is present in many of its core functionalities from Financial Planning and Portfolio Management to an Intelligent Order Management System. With it's novel AI assistant "newt', advisors can automate workflows such as portfolio personalization, rebalancing and reveal relevant insights with intelligent search into securities and portfolios, with access to realtime, dynamic pricing of over 300k securities including equities and fixed income (treasury, agency, corporate and munis)• Allocaterite (www.Allocaterite.ai) is an end-to-end institutional platform for asset management and RIAs.• Investall App (www.investall.ai) is a personal finance and investment app for the mass affluent.The company is domiciled in the financial district of NYC.
