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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.

Find Active Allocator employees' phone numbers or email addresses

Active Allocator Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Active Allocator's Leadership

  • Stylized image of a person
    S. J.
    Founder
    Phone icon

Contact profiles from Active Allocator

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. J.
    Founder
    Phone icon
    United StatesNew York
    Jun 02, 2026

Frequently Asked Questions

What is Active Allocator known for?

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Active Allocator was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in New York United States. Explore Active Allocator's company overview page for more information.

What is Active Allocator's most common email format?

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Active Allocator employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Active Allocator email formats with LeadIQ.

How many employees does Active Allocator have currently?

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Active Allocator has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Active Allocator's key employees and leadership?

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As of December 2025, Active Allocator's key employees include:

  • Founder: S. J.

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