Company Information

Get to know Allio Finance

Allio Finance is a US-based financial technology company that operates as an SEC-registered investment adviser. The company's mission is to make investing and wealth-building accessible to everyone, regardless of their financial expertise. Through its mobile app, Allio offers a hybrid model that combines automated, goal-based investing (robo-advisory) with self-directed trading of stocks and ETFs. It also integrates high-yield savings goals, allowing users to manage their saving and investing activities within a single platform. The platform emphasizes long-term growth, fractional shares, and thematic portfolios to simplify the investment process for retail investors.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Allio Finance

United States

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.