About Allio Finance
Allio Finance is a Financial Services company based in Seattle (United States) founded in 2020. It offers macro-investing strategies with AI for optimized portfolio management. It operates on a B2C and SaaS model in Financial Services and Technology sectors. Allio Finance offers products and services including ALTITUDE AI, Wealth Tracker, and Managed Portfolios. Its focus areas include FinTech, Investment Tech, Financial Databases and Portfolio Optimization. Its legal entity is Allio Advisors LLC. Its competitors include OpenInvest, Giraffe and Defiance ETFs; 2 of its 3 listed competitors have raised funding.
Company details
Allio is a financial advisory firm based in the United States, focusing on macro-investing through AI technology like ALTITUDE AI. It develops strategies based on economic trends, policy, and politics to help investors manage portfolios. Services include automated investing, personalized plans, and wealth tracking, catering to individual clients seeking risk-managed growth.
- Headquarters Seattle, United States
- SectorsFinancial ServicesTechnology
- Email••••••••
- Website alliofinance.com
- Social LinkedIn X YouTube
- Legal Name Allio Advisors Llc
Products & Services of Allio Finance
Allio Finance offers a comprehensive portfolio of products and services, including ALTITUDE AI, Wealth Tracker, and Managed Portfolios.
AI tool for dynamic portfolio management based on market trends.
Platform to monitor net worth across linked accounts in real-time.
AI-powered plans for automated investing and risk management.
Apps and channels of Allio Finance
its YouTube channel Orwellian Optics has 219 subscribers and 14 videos.
Videos from Allio Finance
The most watched videos on Allio Finance's YouTube channel, Orwellian Optics (219 subscribers). Click a video to play it here.
More on Orwellian Optics.
People of Allio Finance
4 people are tracked at Allio Finance (4 in leadership).
| Name | Role | Group |
|---|---|---|
Joseph Gradante | CEO & Co-Founder | Leadership |
Shiley J. | Director of Operations | Leadership |
Ben Bryant | Director Of User Experience | Leadership |
Daniel Smith | Brand Creative Director | Leadership |
Complete people profiles for Allio Finance
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Competitors of Allio Finance
Allio Finance has 3 listed competitors in our database, 2 of them funded. They include OpenInvest, Giraffe and Defiance ETFs.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| openinvest.com | 2015 | San Francisco, United States | $24.33M | Performance reporting and portfolio tools for impact investments are provided. | ||
| giraffe.us | 2021 | New York, United States | $10.5M | Personalized impact index investing and financial education are provided online. | ||
| defianceetfs.com | 2018 | New York, United States | Online investment platform for ETFs based on disruptive innovations |
Detailed competitors of Allio Finance
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Allio Finance (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Allio Finance
Complete news archive for Allio Finance
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Frequently Asked Questions about Allio Finance
Allio Finance was founded in 2020.
Allio Finance is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
Allio is a financial advisory firm based in the United States, focusing on macro-investing through AI technology like ALTITUDE AI. It develops strategies based on economic trends, policy, and politics to help investors manage portfolios. Services include automated investing, personalized plans, and wealth tracking, catering to individual clients seeking risk-managed growth.
Allio Finance's top competitors include OpenInvest, Defiance ETFs and Giraffe.
Allio Finance offers ALTITUDE AI, Wealth Tracker, and Managed Portfolios.
Allio Finance operates through Allio Advisors Llc.