About Allio Finance
Allio Finance is a company based in Seattle (United States) founded in 2020. It operates as a B2C, and SaaS. Allio Finance offers products and services including ALTITUDE AI, Wealth Tracker, and Managed Portfolios. Allio Finance operates in a competitive market with competitors including OpenInvest, Giraffe, Defiance ETFs, Impact Investors and Impact Labs, among others.
- Headquarter Seattle, United States
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Sectors
Financial ServicesTechnology
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Email
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Phone
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Website
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Social
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- Legal Name Allio Advisors Llc
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Annual Revenue
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Products & Services of Allio Finance
Allio Finance offers a comprehensive portfolio of products and services, including ALTITUDE AI, Wealth Tracker, and Managed Portfolios. 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.
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.
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Funding Insights of Allio Finance
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investments & Acquisitions by Allio Finance
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Allio Finance
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Allio Finance Comparisons
Competitors of Allio Finance
Allio Finance 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 OpenInvest, Giraffe, Defiance ETFs, Impact Investors and Impact Labs, 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.
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| domain | founded_year | HQ Location |
Performance reporting and portfolio tools for impact investments are provided.
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Personalized impact index investing and financial education are provided online.
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Online investment platform for ETFs based on disruptive innovations
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Specializes in wealth management and impact investing advisory services.
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Provides software for ESG investing, direct indexing, and tax-optimized portfolios.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Allio Finance
Frequently Asked Questions about Allio Finance
When was Allio Finance founded?
Allio Finance was founded in 2020.
Where is Allio Finance located?
Allio Finance is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
What does Allio Finance do?
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.
Who are the top competitors of Allio Finance?
Allio Finance's top competitors include OpenInvest, Defiance ETFs and Giraffe.
What products or services does Allio Finance offer?
Allio Finance offers ALTITUDE AI, Wealth Tracker, and Managed Portfolios.
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