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
*********
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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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
Employee Count
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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.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Series C — $2.8M
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First Round
First Round
(09 Nov 2011)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Mar, 2012 | Amount | Series C - First Allied | Valuation |
investors |
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| Nov, 2011 | Amount | Series C - First Allied | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Private equity investments are focused on America and Europe.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by First Allied
| 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 - First Allied
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
investors |
First Allied Comparisons
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. 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 |
Financial planning infrastructure is managed by IntegraFin holding company.
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| domain | founded_year | HQ Location |
Fintech consulting for digital financial services solutions is provided.
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| domain | founded_year | HQ Location |
Provides strategy consulting, digital advisory, and training for banking and financial services industry.
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| domain | founded_year | HQ Location |
Provider of management consulting services
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| domain | founded_year | HQ Location |
Advapay is recognized as a core banking software vendor and fintech consulting firm.
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| domain | founded_year | HQ Location |
Provider of financial services
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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 First Allied
Frequently Asked Questions about First Allied
When was First Allied founded?
First Allied was founded in 1994 and raised its 1st funding round 17 years after it was founded.
Where is First Allied located?
First Allied is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Who is the current CEO of First Allied?
Keith Gregg is the current CEO of First Allied.
Is First Allied a funded company?
First Allied is a funded company, having raised a total of $45.99M across 2 funding rounds to date. The company's 1st funding round was a Series C of $43.2M, raised on Nov 09, 2011.
What does First Allied do?
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.
Who are the top competitors of First Allied?
First Allied's top competitors include IntegraFin, PEN and Advapay.
Who are First Allied's investors?
First Allied has 1 investor. Key investors include Lovell Minnick Partners.
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