Allocations logo — Global fund administrator with 1,600+ private funds, $2.2bn+...

Allocations

Global fund administrator with 1,600+ private funds, $2.2bn+ in assets and 30,000+ HNW investors.

Founded 2019 United States Miami, United States 37 employees Unknown Total: $38.90M Finance, Financial Services +2

General Information

Company Name Allocations
Founded Year 2019
Location United States Miami, United States +1
Employees 37
Industries Finance, Financial Services, Fintech +1
Funding Stage Unknown
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About Allocations

Allocations is a dynamic entrant in the finance sector, rapidly establishing a robust presence since its founding in 2019. With a primary focus on providing comprehensive fund administration services, they have already facilitated over 1,500 private funds and manage assets exceeding $2 billion. The platform serves a significant network of over 20,000 high-net-worth investors, showcasing its scalability and market penetration.

Headquartered in the United States, Allocations operates at the intersection of Financial Services, Fintech, and Platforms industries. Its growth potential is underscored by a successful Series A investment of $5 million on 15 September 2022. The funding round was robustly supported by investors such as Flexcap Ventures, Garage Syndicate, Genesis Accel, W5 Group, Whatif Ventures, Launchbay Capital, and prominent angel investors like Roman Smolevskiy and Peter Ko.

The company's strong performance metrics and investor confidence make Allocations an attractive prospect for stakeholders looking to diversify within the thriving fintech landscape.

Taxonomy: global fund administrator, private funds, investment administration, high net worth investors, alternative investments, fund management, portfolio management, investment analysis, financial data analysis, fund operations, regulatory compliance, investor relations

Services & Products

End-to-End Fund Administration
SPV Creation
Deal Room Creation
Bank Account Setup
Legal Template Generation
Investor Onboarding
Tax Compliance and Migration

Target Customers

Fund Managers Solo General Partners (GPs) Institutional Investors Private Investors Cryptocurrency Investors Venture Capitalists Real Estate Investors

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Early VC •••••• 7
Investor Investor Investor Investor Investor Investor Investor
01 Aug 2025
Early VC •••••• 8
Investor Investor Investor Investor Investor Investor
•••• ••••
01 Sep 2022
Early VC •••••• - 01 Dec 2021
Series A •••••• 2
Investor Investor
01 Aug 2021
Early VC •••••• 2
Investor Investor
01 Feb 2021

View All 6 Funding Rounds

Allocations Alternatives & Competitors

View All Alternatives
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FAQ About Allocations

Global fund administrator with 1,600+ private funds, $2.2bn+ in assets and 30,000+ HNW investors.
Allocations was founded in 2019.
Allocations is headquartered in Miami, United States.
Allocations operates in the following industries: Finance, Financial Services, Fintech, Platforms.
Allocations has approximately 37 employees.
Allocations has completed 6 funding rounds, raising a total of $38.90M. The latest funding stage is Unknown.
Allocations offers: End-to-End Fund Administration, SPV Creation, Deal Room Creation, Bank Account Setup, Legal Template Generation, Investor Onboarding, Tax Compliance and Migration.
Top alternatives and competitors to Allocations include Thompson IM Funds, Inc., GemCap, Tradium Capital, Safe Harbor Capital Management, IKC Capital AB. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Allocations and Thompson IM Funds, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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