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Top asset management and investment banking executive joins FinTech startup board.


Active Allocator Holdings LLC ("ActiveAllocator"), the leading asset allocation optimization and portfolio construction portal for financial and investment advisors, today announced the launch of automatic client account and holdings aggregation using Morningstar® ByAllAccounts℠.


Venture Puts ActiveAllocator's Asset Allocation Platform in the Hands of 118 Financial Firms Representing over 60,000 Financial Professionals Who Use AI Insight Prospectus-Based Training and Education Tools


("ActiveAllocator”) is underscoring its commitment to leadership in the digital investment advice, asset allocation and retirement income business by becoming a member of the Retirement Income Industry Association® (RIIA®), a national, non-profit organization whose members are defining the future of retirement security in the United States.


​​​​​​​Active Allocator Holdings LLC ("ActiveAllocator”) announced integration with TradeIt, a proprietary order management system which securely routes trade orders to brokers to facilitate securities order execution. This partnership enables investors to optimize their existing portfolios on ActiveAllocator by linking their brokerage account and sending order messages to their broker directly from ActiveAllocator’s platform.


Sameer Jain and Brian Jones, ActiveAllocator’s co-founders, noted, "We are privileged and delighted to welcome Manoj Shahi to the ActiveAllocator team.


Top investment management and broker dealer attorney joins FinTech startup board.


New proprietary methodology and scalable technology searches, recognizes, classifies and instantly maps more than four million traded financial instruments to fifty asset sub-classes to improve strategic asset allocation.


Allocator Holdings LLC ("ActiveAllocator"), a financial technology company that owns the world's first and only asset allocation portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios, has received a legal opinion from ERISA expert Wagner Law Group (the “Wagner Law Group Opinion").

Click here to download the Wagner Law Group Opinion


("Active Allocator"), a financial technology company that owns the world’s first and only asset allocation portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios, has secured early stage equity financing at a pre-money valuation of $8.0 million from private investors.


Active Allocator, Inc. ("Active Allocator") announced today the appointment of Brian D. Jones as Chief Financial Officer and Director. Active Allocator owns and operates ActiveAllocator.com, the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments in performing strategic asset allocation.


Active Allocator today announced the launch of the world’s first and only online asset allocation portal for financial advisors to seamlessly include traditional, illiquid and alternative investments in portfolios.


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