AllocateRite

Financial ServicesNew York, United States11-50 Employees

AllocateRite operates in the financial services sector from New York, offering hedge-fund-style investment strategies to individual investors as well as professional clients. The platform provides these strategies to the general public through an app, while investment advisors access a web-based suite of portfolio-management tools; for institutions, it offers custom tactical strategies, including tailored alpha overlays derived from BlackRock Aladdin frameworks. It also provides AI-driven analysis of portfolios to support decision making.

AllocateRite is an SEC-registered investment advisor based in New York. The firm notes that its flagship strategy has outperformed other robo-advisors in a GIPS-compliant performance comparison cited by Barron’s in 2019. In November 2025, AllocateRite announced the appointment of Matt Pollard as chief executive officer.

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