We help advisors deliver confident financial decisions.
Allocare is the portfolio management platform built for advisors, family offices, and serious investors who want precision without complexity.
Our mission
We believe investment teams deserve a platform that feels like a partner. Allocare unifies portfolio intelligence, reporting, and collaboration so you can focus on client relationships and outcomes.
With shared data across web and iOS, advisors and investors always work from the same source of truth.
Headquarters
New York, NY
Clients Served
500+ advisors and family offices
Assets Tracked
$2B+ across global portfolios
Our values
Fiduciary First
Built to support advisors who put client outcomes ahead of everything.
Global Perspective
Multi-currency, multi-entity portfolios without the operational friction.
Human-Centered
Designed for the daily workflows of portfolio teams and family offices.
Relentless Clarity
Performance insights that are easy to explain and act on.