Active Allocator Employee Directory
Financial ServicesNew York, United States2-10 Employees
Active Allocator operates in the financial services sector as a digital asset allocation platform that supports technology-enabled, customized investment advice. Its tools enable financial and investment advisers to incorporate traditional, illiquid, and alternative investments within client portfolios, helping them analyze existing allocations, identify inefficiencies, and assemble tailored portfolios quickly. The service is positioned for advisers seeking integrated, diversified portfolio construction informed by data-driven analyses. Based in New York, New York, the company maintains a lean team focused on platform development and delivering workflows for advisers. It has launched features to support adviser needs, including an online asset allocation and portfolio construction portal in 2016 and automatic client account and holdings aggregation via Morningstar ByAllAccounts in 2017.