Allio Capital

Chicago, United States Founded: 2020 • Age: 6 yrs
Provides AI-powered macro investment strategies and portfolio management tools.

About Allio Capital

Allio Capital is a company based in Chicago (United States) founded in 2020. It operates as a D2C, and SaaS. Allio Capital offers products and services including ALTITUDE AI and Wealth Tracker. Allio Capital operates in a competitive market with competitors including Percent, WealthForge, FranShares, Carver Edison and Proteus, among others.

  • Headquarter Chicago, United States
  • Sectors
    Technology
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Allio Advisors Llc
Operational Areas
Technology → Artificial Intelligence & Machine Learning
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
Upgrade to premium

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.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • 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 Allio Capital

Allio Capital offers a comprehensive portfolio of products and services, including ALTITUDE AI and Wealth Tracker. 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.

Primary

Uses AI to create dynamically optimized investment portfolios.

Monitors net worth across accounts for real-time financial oversight.

People of Allio Capital
Headcount 10-50
Employee Profiles 9
Employee Profiles
People
Joseph Gradante
CEO
People
Shiley J.
Director Of Business Operations
People
David Chen
Principal Engineer
People
Rob Barclay
Mobile Full Stack Developer Tech Lead

Unlock access to complete

Funding Insights of Allio Capital

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

Investments & Acquisitions by Allio Capital

Investments
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 - Allio Capital

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
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

Allio Capital Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of Allio Capital

Allio Capital 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 Percent, WealthForge, FranShares, Carver Edison and Proteus, 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
Investors and originators are connected through an alternative investment platform.
domain founded_year HQ Location
Private placements are automated to streamline capital raising for entities.
domain founded_year HQ Location
Franchise investments are enabled via an online platform.
domain founded_year HQ Location
Employee benefits solutions are delivered via specialized platforms.
domain founded_year HQ Location
Multiple real estate properties are managed by Proteus firm.
domain founded_year HQ Location
Investments in alternative assets are enabled via an online platform.
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 Allio Capital

Frequently Asked Questions about Allio Capital

When was Allio Capital founded?

Allio Capital was founded in 2020.

Where is Allio Capital located?

Allio Capital is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.

What does Allio Capital do?

Allio is a US-based investment advisor that uses macroeconomic analysis and AI technology to create tailored investment strategies. It focuses on automated portfolios, risk management, and wealth tracking tools. The platform helps investors identify market trends, optimize returns, and monitor assets in real-time. Services target individual investors seeking personalized financial solutions through a top-down approach.

Who are the top competitors of Allio Capital?

Allio Capital's top competitors include Percent, FranShares and Carver Edison.

What products or services does Allio Capital offer?

Allio Capital offers ALTITUDE AI and Wealth Tracker.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available