About Allen & Company
Allen & Company is a company based in Lakeland (United States) founded in 1932 was acquired by LPL Financial in May 2019.. The company has 62 employees as of December 31, 2022. Allen & Company offers products and services including Wealth Management, Investment Planning, Retirement Planning, and Estate Planning. Allen & Company operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter Lakeland, United States
- Employees 62 as on 31 Dec, 2022
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Allen & Company Of Florida, Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
62
as on Dec 31, 2022
-
Acquired by
LPL Financial
(May 17, 2019)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Allen & Company
Allen & Company offers a comprehensive portfolio of products and services, including Wealth Management, Investment Planning, Retirement Planning, and Estate Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides personalized financial planning and investment strategies.
Assists in portfolio management and asset allocation decisions.
Offers strategies for tax-efficient retirement savings.
Guides on estate and succession planning needs.
Unlock access to complete
Unlock access to complete
Funding Insights of Allen & Company
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Allen & Company
Allen & Company has secured backing from 1 investor. Prominent investors backing the company include LPL Financial. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Stock brokerage and financial advisory services are provided to investors.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Allen & Company
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Allen Company
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Allen & Company Comparisons
Competitors of Allen & Company
Allen & Company operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
|
|
| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
|
|
| domain | founded_year | HQ Location |
Bank offering diversified financial services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
A full-service stockbroker offering diverse investment options in India.
|
|
| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Allen & Company
Frequently Asked Questions about Allen & Company
When was Allen & Company founded?
Allen & Company was founded in 1932.
Where is Allen & Company located?
Allen & Company is headquartered in Lakeland, United States. It is registered at Lakeland, Florida, United States.
How many employees does Allen & Company have?
As of Dec 31, 2022, the latest employee count at Allen & Company is 62.
What does Allen & Company do?
Building relationships and financial plans for over 80 years.
Who are the top competitors of Allen & Company?
Allen & Company's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Allen & Company offer?
Allen & Company offers Wealth Management, Investment Planning, Retirement Planning, and Estate Planning.
Who are Allen & Company's investors?
Allen & Company has 1 investor. Key investors include LPL Financial.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.