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.

Founded in

United States