About Allen & Company
Allen & Company is a Financial Services company based in Lakeland (United States) founded in 1932, and was acquired by LPL Financial in May 2019. Wealth management firm. The company has 62 employees. Its website alleninvestments.com draws about 18 thousand monthly visits. Allen & Company offers products and services including Wealth Management, Investment Planning, Retirement Planning, and Estate Planning. Its focus areas include Asset Management and Wealth Management. Its legal entity is Allen & Company of Florida, LLC. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Building relationships and financial plans for over 80 years.
- Headquarters Lakeland, United States
- Employees 62
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website alleninvestments.com
- Social LinkedIn X Facebook
- Acquired by LPL Financial (May 2019)
- Legal Name Allen & Company Of Florida, Llc
- Investors
- Employee Count62
- Acquired byLPL Financial
(May 2019)
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.
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.
Investors in Allen & Company
Allen & Company has secured backing from 1 investor. Prominent investors backing the company include LPL Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Stock brokerage and financial advisory services are provided to investors. | 1989 | lpl.com | San Diego, United States |
Investor details for Allen Company
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People of Allen & Company
4 people are tracked at Allen & Company (4 in leadership); the tracked headcount is 62.
| Name | Role | Group |
|---|---|---|
Laura Hawley | Vice President, Financial Advisor | Leadership |
Michael Walker | Vice President, Regional Operations | Leadership |
Ralph Allen | Vice President, Financial Advisor | Leadership |
Michael Wright | Vice President, Financial Advisor | Leadership |
Complete people profiles for Allen & Company
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Timeline of Allen & Company
2 dated milestones of Allen & Company across 87 years, from founding to its latest funding, stage changes and deals.
- Founded Allen & Company is founded.
- Exit Acquired by LPL Financial.
Competitors of Allen & Company
Allen & Company has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Allen Company
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Web traffic of Allen & Company
The website of Allen & Company (alleninvestments.com) receives about 17.9K visits a month.
- Monthly visits17.9K
▼ 4.8% vs previous month
Websites whose visitors overlap most with Allen & Company. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
investing.businessweek.com | investing.businessweek.com | 100% | – | ||
| cowen.com | 96% | View details | |||
canaccordgenuitygroup.com | canaccordgenuitygroup.com | 88% | – | ||
| moelis.com | 88% | 87.8K | #455,987 | View details | |
| leonardgreen.com | 87% | #1,318,576 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 12 similar websites and full traffic analytics for Allen & Company
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Top companies in Asset Management
3 companies that operate in the same segment as Allen & Company (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Allen & Company
Complete news archive for Allen Company
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Frequently Asked Questions about Allen & Company
Allen & Company was founded in 1932.
Allen & Company is headquartered in Lakeland, United States. It is registered at Lakeland, Florida, United States.
Allen & Company has 62 employees.
Building relationships and financial plans for over 80 years.
Allen & Company's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Allen & Company offers Wealth Management, Investment Planning, Retirement Planning, and Estate Planning.
Allen & Company has 1 investor. Key investors include LPL Financial.
Allen & Company operates through Allen & Company Of Florida, Llc.
Yes. Allen & Company was acquired by LPL Financial in May 2019.