AllocateRite

About

Rise above traditional Robo Advisors.
How We’re Different

Our goal is to outperform in the long term, while protecting your funds during risky times, and our aim is to get higher returns than passive Robo and financial advisors.
Unlike other Robos, AllocateRite is not a broker-dealer and does not have discretion over your funds nor takes any custody of your capital, so your money stays in your brokerage account.
We provide a Fintech platform and intelligence for portfolio construction and risk management, and do not require any demographic information, as traditional Robos and RIAs do. We are the only platform that is GIPS-compliant with a four-year audited track record.