AllocateRite
The most powerful digital Wealth & Asset Management platform for the modern advisor powered by AI.
10 employees · est. 2016 · New York, United States
Beacon Capital Management, LLC
Providing Comprehensive Wealth and Retirement Planning
27 employees · est. 2004 · Franklin, United States
Beacon Capital Management, LLC is the older company (2016 vs 2004); Beacon Capital Management, LLC is the larger of the two.
Side-by-Side Comparison
| Metric | AllocateRite | Beacon Capital Management, LLC |
|---|---|---|
| Founded | ||
| Founded | 2016 | 2004 older |
| Headquarters | ||
| Headquarters | New York, United States | Franklin, United States |
| Employees | ||
| Employees | 10 | 27 larger |
| Industry | ||
| Industry | Financial Services, Fintech | Finance, Financial Services, Health Care |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, AI-driven Platform, Financial Technology, Cloud-based Platform, Robo-Advisor, Turnkey Asset Management Platform, Rebalancing Engine, Tax-optimized Models, RIA Services, Personal Finance, Portfolio Adjustment, Demo Request | Investment Firm, Retirement Planning, Tax Planning, Healthcare Planning, Estate Planning, Investment Advisory Services, Financial Planning, Wealth Management Firm, Insurance Products, SEC Registered Investment Advisor, Comprehensive Retirement Planning, Full-service Investment, Holistic Financial Planning, Retirement Services |
| Website | ||
| Website | allocaterite.com | beaconcm.com |
About AllocateRite
AllocateRite is a digital wealth and asset management platform powered by AI, providing advanced financial services to asset managers and advisors. Founded in 2016, the company has been leveraging proprietary algorithms and machine learning to forecast asset risk. The platform offers a comprehensive...
About Beacon Capital Management, LLC
Beacon Capital Management, LLC is a full-service investment firm founded in 2004 that focuses on providing comprehensive wealth and retirement planning. The company's dedication to working with individuals, couples, and families sets them apart in the Finance, Financial Services, Health Care, and We...
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Funding, hiring, leadership and stack changes at AllocateRite and Beacon Capital Managem... — by email.
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Compiled from the BounceWatch company index. We last looked at AllocateRite on 12 Sep 2024, and Beacon Capital Management, LLC on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.