Active Allocator Secures Pre-Series "A" Financing

External Funding Values Fintech Start-up at $8.0 Million

Active Allocator Holdings LLC ("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.

Sameer Jain, Co-Founder of Active Allocator commented, “We have been self-funded for the past year and have never quite solicited external capital. This equity injection brings external ratification of our business plan and underlying technology and will go a long way to prepare us for a Series A round down the road. We intend to deploy the proceeds to further product development, including to our forthcoming advanced portfolio construction module.”

Mr. Jain continued, “My Partners and I believe that affluent investors should consider intelligently adding actively managed credit structures, alternative and illiquid asset classes to their portfolios. Until now, there has not been an objective method to systematically allocate amongst the larger, modern set of asset classes and between traditional and alternative investments. Our portal creates disruption in both product and market scope through our comprehensive view."

Brian Jones, Co-Founder added, “The limitations of Modern Portfolio Theory have reduced the perceived benefits of alternative asset classes in an optimized portfolio to conjecture and backward-looking metrics.  Active Allocator overcomes such limitations, allowing advisors to demonstrate quantitatively the benefits of intelligently adding alternative investments within existing portfolios.  In addition, our systematic, customizable and personalized approach, reduces both advisor subjectivity and the potential for error, resulting in expected cost savings for investors and advisors alike.”

About Active Allocator is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. A fintech digital disruptor, it offers RIAs and broker-dealer’s financial advisors a simple way to understand and explain alternative investments’ benefits within the context of their particular client’s holdings; to allocate appropriately, as well as to access exposure by investing with the right set of active manager funds.

SOURCE Active Allocator Inc.

Contact: media(at)activeallocator(dot)com Phone +1 312 498 1903



Categories: Business Finance, Venture Funding

Tags: fintech, ROBO ADVISOR, venture funding

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ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.

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