10,000+ investors and fund managers build, onboard and close funds on Allocations - the fastest and most advanced fund platform in the world

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Allocations

Allocations' headquarters in San Francisco, CA, United States

The Miami office likely focuses on regional business operations and client engagement in the vibrant Florida market.

Miami

Kingsley Advani

Brian Fischer

Kurt Nuñez

Nicholas Bird

Kurt Nunez

Guillaume Duhan

Olia Golinder

Luis Brecci

Harvey Multani

Stash Pomichter

Gale Wilkinson

Gina Kirch

Russell Galbut

Andres Asion

Jai Malik

Don Ho

Joshua Browder

Ryan Kriser

The Strategic Advisory and Research Team at Allocations is responsible for providing expert guidance to investors and fund managers, ensuring they make informed decisions throughout the fund lifecycle. This team conducts in-depth market research, develops strategic insights, and fosters strong investor relations to enhance user experience on the platform. Their efforts support the overall mission of empowering clients with the tools and knowledge they need to successfully build and manage funds.

Strategic Advisory and Research Team

The Engineering and Development Team at Allocations is responsible for designing, building, and enhancing the platform that facilitates fund management for investors and fund managers. This diverse team of software engineers, UX/UI designers, and product developers collaborates to create user-friendly interfaces and robust back-end systems, ensuring that the platform remains fast, scalable, and cutting-edge in the competitive fund management landscape.

Engineering and Development Team

The Finance and Accounting Team at Allocations is responsible for maintaining the company's financial health and integrity. Their key functions include overseeing financial reporting, managing cash flow, ensuring compliance with tax regulations, and performing reconciliations to guarantee accurate financial records. This team plays a critical role in supporting the financial operations of the company, enabling seamless fund management for investors and fund managers.

Finance and Accounting Team

The Client Experience Team at Allocations is dedicated to ensuring a seamless and exceptional journey for investors and fund managers on the platform. This team facilitates pre-onboarding processes, oversees onboarding experiences, and provides ongoing support, while also collaborating with sales to enhance client engagement and satisfaction. By addressing client needs and feedback, they strive to create a positive user experience that fosters long-term relationships.

Client Experience Team

The Legal and Compliance Team at Allocations ensures that all fund operations adhere to regulatory standards and internal policies. They oversee compliance processes, conduct due diligence, and support the legal framework surrounding fund management, safeguarding the interests of investors and fund managers alike. This team plays a critical role in navigating legal complexities and maintaining the highest levels of compliance within the fast-paced financial environment.

Legal and Compliance Team

The Leadership Team at Allocations steers the company's strategic direction and operational efficiency, ensuring the platform meets the evolving needs of investors and fund managers. Comprising key executives such as the CEO, COO, and CTO, the team collaborates to drive innovation, compliance, and growth while fostering a culture of excellence and accountability across the organization.

Allocations

Org chart

Board & advisors

Teams

Strategic Advisory and Research Team

Engineering and Development Team

Finance and Accounting Team

Client Experience Team

Legal and Compliance Team

Leadership Team

Offices

Allocations

Org chart

Board & advisors

Teams

Strategic Advisory and Research Team

Engineering and Development Team

Finance and Accounting Team

Client Experience Team

Legal and Compliance Team

Leadership Team

Offices

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