AllocateRite
HQ Address
100 Wall St., Suite 901, New York, NY 10005, United States
Website Address
Business introduction
AllocateRite is a data science company, with financial domain expertise, that has an ensemble of next generation global wealth and asset management platforms
Built natively from the ground up with secure and scalable, cloud-based solutions and modular API's
The powerful combination of data science and AI is present in many of its core functionalities from financial planning, portfolio management, tax loss harvesting to an intelligent order management system, research and trade execution. With it's novel AI assistant "newt', advisors can automate workflows such as portfolio personalization, rebalancing at scale and use intelligent search to reveal relevant insights into securities and portfolios, with access to realtime, dynamic pricing of over 450k securities, including equities and fixed income.
The company is domiciled in the financial district of NYC.
