Active Allocator Garners Seed Financing

  • Feed Type
  • Date
  • Company Name
    Active Allocator
  • Mailing Address
    Undisclosed San Francisco, CA 94107 USA
  • Company Description
    We focus narrowly in just two areas we know best – asset allocation and portfolio construction – something that is exceedingly hard to do, and when executed properly creates enormous investing value for clients and migrates a financial advisor up the value chain.
  • Website
  • Transaction Type
    Venture Equity
  • Transaction Amount
  • Transaction Round
  • Proceeds Purposes
    The company intends to use the funds to further product development, including to its forthcoming advanced portfolio construction module.
  • M&A Terms
  • Venture Investor

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