Insights

Longstanding client base Target banks, family offices, and high-net-worth individuals in Florida seeking trusted, legacy-driven investment partners. Leverage Allen & Company’s 85-year heritage to position as a stable advisor for succession planning and legacy wealth transfer.

Expansion potential Capitalize on recent growth signals such as onboarding The Estate Companies, LLC and ongoing operations across multiple Lakeland locations. Explore cross-sell opportunities with estate planning and mergers & acquisitions advisory.

Strategic partnerships Strengthen relationships with law firms and advisory networks (e.g., Latham & Watkins) to win joint mandates in complex transactions. Position as a preferred investment banking and advisory partner for middle-market clients.

Digital capabilities Leverage their tech stack and WordPress-based web presence to offer digital onboarding, client portal enhancements, and data analytics services for client segmentation and performance reporting.

Financial health signals With revenue in the $50–100M range and a mid-sized employee base, target scalable solutions such as scalable advisory platforms, compliance tooling, and outsourced operations support to improve efficiency and risk management.

Similar companies to Allen & Company of Florida,LLC

Allen & Company of Florida,LLC Tech Stack

Allen & Company of Florida,LLC uses 8 technology products and services including DoubleClick Floodlight, MySQL, Google Cloud, and more. Explore Allen & Company of Florida,LLC's tech stack below.

DoubleClick Floodlight
Advertising
MySQL
Database
Google Cloud
Infrastructure As A Service
Lodash
Javascript Libraries
Salesforce Marketing Cloud Account Engagement
Marketing Automation
Kirki Customizer Framework
Web Platform Extensions
Contact Form 7
Web Platform Extensions
WordPress Popular Posts
Web Tools And Plugins

Media & News

Allen & Company of Florida,LLC's Email Address Formats

Allen & Company of Florida,LLC uses at least 1 format(s):

Allen & Company of Florida,LLC Email Formats	Example	Percentage
FLast@alleninvestments.com	JDoe@alleninvestments.com	87%
First.Last@alleninvestments.com	John.Doe@alleninvestments.com	6%
First@alleninvestments.com	John@alleninvestments.com	4%
Last.First@alleninvestments.com	Doe.John@alleninvestments.com	3%

Frequently Asked Questions

What is Allen & Company of Florida,LLC's phone number?

You can contact Allen & Company of Florida,LLC's main corporate office by phone at

+1-202-544-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Allen & Company of Florida,LLC's official website and social media links?

Allen & Company of Florida,LLC's official website is alleninvestments.com and has social profiles on LinkedIn.

How much revenue does Allen & Company of Florida,LLC generate?

As of July 2026, Allen & Company of Florida,LLC's annual revenue is estimated to be $50M - $100M.

What is Allen & Company of Florida,LLC's NAICS code?

Allen & Company of Florida,LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Allen & Company of Florida,LLC have currently?

As of July 2026, Allen & Company of Florida,LLC has approximately 68 employees across 1 continents, including North America. Key team members include Chief Financial Officer: L. J.Vice President, Financial Advisor: K. C.Vice President: M. W.. Explore Allen & Company of Florida,LLC's employee directory with LeadIQ.

What industry does Allen & Company of Florida,LLC belong to?

Allen & Company of Florida,LLC operates in the Financial Services industry.

What technology does Allen & Company of Florida,LLC use?

Allen & Company of Florida,LLC's tech stack includes DoubleClick FloodlightMySQLGoogle CloudLodashSalesforce Marketing Cloud Account EngagementKirki Customizer FrameworkContact Form 7WordPress Popular Posts.

What is Allen & Company of Florida,LLC's email format?

Allen & Company of Florida,LLC's email format typically follows the pattern of FLast@alleninvestments.com. Find more Allen & Company of Florida,LLC email formats with LeadIQ.

When was Allen & Company of Florida,LLC founded?

Allen & Company of Florida,LLC was founded in 1932.

Allen & Company of Florida,LLC

Q: What technology does Allen & Company of Florida,LLC use?

Allen & Company of Florida,LLC's tech stack includes Sitelinks Search Box, MySQL, Twitter, WP Engine, Priority Hints.

Q: What is Allen & Company of Florida,LLC's NAICS code?

Allen & Company of Florida,LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States51-200 Employees

Allen & Company of Florida, LLC is a financial services firm based at 1401 South Florida Avenue, Lakeland, Florida 33803. The organization employs between 51 and 200 people. The firm traces its roots to 1932 when J. Everett Allen operated from a windowless office in downtown Lakeland, and it is described as Florida's oldest investment firm, having expanded to multiple locations over generations. Securities and advisory services are offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. In January 2026, Allen & Company signed The Estate Companies, LLC as a new client and, together with law firm Latham & Watkins, is leading the sale process expected to continue through the 2026 off-season.