Active Allocator, Inc.

Active Allocator, Inc. operates a digital asset allocation platform that enhances investment management by integrating various investment types into unified portfolios, serving a diverse range of financial clients. Founded in 2015 and headquartered in Jersey City, US, Active Allocator, Inc. specializes in asset allocation solutions.

The company has completed one deal, with its most recent funding obtained on November 4, 2016. The firm was started by Sameer Jain, who has a history of entrepreneurial ventures, further enriching the firm's leadership. Active Allocator, Inc. provides a digital asset allocation platform that integrates traditional, illiquid, and alternative investments into cohesive portfolios.

The platform supports over 15,000 financial institutions and tracks more than 4 million financial products, catering to financial advisors, retail investors, and institutional managers. It facilitates real-time trade order routing and offers predictive and prescriptive analytics, addressing modern investment management complexities across North America, Europe, and the Middle East. The revenue model for Active Allocator is based on subscription services and partnerships with financial institutions. Clients access the platform through tiered subscriptions, which offer varying levels of asset allocation tools and analytics.

The platform enables multi-brokerage execution and partners with firms like Morningstar to enhance functionality, driving consistent revenue through these collaborations. Active Allocator, Inc. is focusing on expanding its offerings and market reach. Plans include the launch of new products designed to enhance asset allocation capabilities, expected to roll out in the coming years.

The company aims to penetrate additional markets in Asia and South America by 2025. The recent seed funding raised in November 2016 will be utilized to support product development and market expansion initiatives.