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AllocateRite is the world’s first deterministic artificial intelligence platform, delivering explainable, governed, enterprise-ready AI for wealth managers, RIAs, asset managers, and private equity firms. The platform unifies fragmented data and automates workflows across portfolio management, tax optimization, compliance, risk analytics, and client engagement — providing a real-time, auditable source of truth with transparency, reproducibility, and control. At its core is AskNewt, a secure enterprise conversational AI combining generative and deterministic models to turn complex financial data into actionable insights. Recognized as a leader in deterministic AI innovation, AllocateRite helps financial institutions scale efficiently, strengthen governance, and deliver measurable outcomes. Visit allocaterite.com or contact info@allocaterite.com.

Website https://www.allocaterite.com/
Employees 11 (9 on RocketReach)
Founded 2015
Industry Financial Services

AllocateRite Questions

Scott Clark is the Managing Director of AllocateRite.

9 people are employed at AllocateRite.

AllocateRite is based in New York, New York.

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