About First Allied
First Allied is a company based in San Diego (United States) founded in 1994 was acquired by Lovell Minnick Partners in August 2011. First Allied has raised $45.99 million across 2 funding rounds from investors including Lovell Minnick Partners. First Allied operates in a competitive market with competitors including IntegraFin, 11:FS, The Digital Fifth, Leyton and Advapay, among others.
- Headquarter San Diego, United States
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Sectors
Business Services
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Email
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Phone
Locked
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Website
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Social
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$45.99 M (USD)
in 2 rounds
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Latest Funding Round
$2.79 M (USD), Series C
Mar 08, 2012
- Investors
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Employee Count
Not available
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Acquired by
Lovell Minnick Partners
(Aug 22, 2011)
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Funding Insights of First Allied
First Allied has successfully raised a total of $45.99M across 2 strategic funding rounds. The most recent funding activity was a Series C round of $2.79 million completed in March 2012. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in First Allied
First Allied has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Lovell Minnick Partners.
| Investor | Description | Founded Year | Domain | Location |
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Private equity investments are focused on America and Europe.
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Investor details for First Allied
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Investments & Acquisitions by First Allied
Investment portfolio details for First Allied
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Financial Statements - First Allied
Detailed financials for First Allied
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First Allied Comparisons
Peer comparison for First Allied
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Competitors of First Allied
First Allied 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 IntegraFin, 11:FS, The Digital Fifth, Leyton and Advapay, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Financial planning infrastructure is managed by IntegraFin holding company.
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Fintech consulting for digital financial services solutions is provided.
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Provides strategy consulting, digital advisory, and training for banking and financial services industry.
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Provider of management consulting services
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Advapay is recognized as a core banking software vendor and fintech consulting firm.
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Provider of financial services
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Detailed competitors of First Allied
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Latest news on First Allied
Complete news archive for First Allied
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Frequently Asked Questions about First Allied
First Allied was founded in 1994 and raised its 1st funding round 17 years after it was founded.
First Allied is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Keith Gregg is the current CEO of First Allied.
First Allied is a funded company, having raised a total of $45.99M across 2 funding rounds to date.
First Allied was founded in 1994 in San Diego, United States, and operates within the business consulting and financial advisory sector. Services encompass strategic advice for enterprises, including financial planning and operational guidance. The company is led by CEO Keith Gregg, with activities focused on supporting client growth through tailored solutions in a competitive market environment.
First Allied's top competitors include IntegraFin, PEN and Advapay.
First Allied has 1 investor. Key investors include Lovell Minnick Partners.