The story behind Allocations

We are building the infrastructure for economic freedom

$250m
Volume transacted
2019
Founded in 2019
100+
Amazing team members
10,000+
Active users and growing
Image Team Zoom Meeting

How Allocations started

In 2019, Kingsley Advani and a group of investors decided to democratize private equity. They wanted to build out the future capital raising economy for the next 1 billion investors! Since then, the company has scaled from zero to $6m revenue run rate and a team of 100+!

Image of Kingsley Advani

Our values

Our culture is world-class and supported by our values!

icon people

We put our people first

We prioritize our team's health and mindfulness above all else and foster psychological safety through conscious leadership.

We drive high quality with systems and automation

We identify mission-critical components and apply laser focus to key processes to ensure accuracy.

We value documentation and writing

We systemize our thought processes even when in draft format / early stages and ensure all voices are heard. We empower clarity of thought, shareability and efficiency.

We value transparency and simplicity

We build products that are transparent and simple and don’t use complexity as a weapon.

icon bulb

We innovate quickly with iteration

We are agile and evolve rapidly to respond to customer needs. We validate new ideas fast and use versioning to push continuous improvements.

icon flag

We give our clients superpowers

We empower our clients with superpowers regardless of size. We think around corners for our clients by being uncomfortably proactive with our tools, education and support.

We think like engineers

We apply an engineering mindset to every department and continuously build frameworks, structures and systems to streamline and optimize our efficiency.

We strive for 10x growth

We are focused on 10x improvements in our products instead of ordinary progress and not afraid to be the change and tackle big problems that haven't been solved before.

We create economic freedom for the world

We build products to increase access, not just for the elite and strive to reduce the barriers to entry in private equity & venture capital.

icon

We encourage diversity and collaboration

As an innovative company, we strive to have different perspectives on the team. We encourage diversity across ethnicity, gender, geography, personalities, backgrounds.

Executive Team

Photo

Kingsley Advani

CEO
Linkedin icon
Photo

Kendra Kinnison

COO
Linkedin icon
Photo

Nicholas Bird

CFO
Linkedin icon
Photo

Kurt Nuñez

CCO
Linkedin icon
Photo

Bryan Stone

General Counsel
Linkedin icon
Photo

Olia Golinder

Director of Operations
Linkedin icon
Photo

Luis Brecci

Director of Solutions
Linkedin icon
Photo

Brandon Stuchkus

Director of Design & UX
Linkedin icon
Photo

Ryan Mehta

Director of Technology
Linkedin icon
Photo

Andrew Stearns

Director of Sales
Linkedin icon
Photo

James Whelchel

Director of People Operations
Linkedin icon
Photo

Rachael Bickford

Director of Commmunications
Linkedin icon
Photo

Allison Shrestha

Executive Assistant
Linkedin icon

Operations

Photo

Olia Golinder

Director of Operations
linkedin icon
Photo

Lindsay Goldstein

Deal Lead
linkedin icon
Photo

J.T Gyorfy

Project Manager
linkedin icon
Photo

Suzie Antal

Project Manager
linkedin icon
Photo

Derrick Pryce

Project Manager
linkedin icon
Photo

Cesar Idarraga

Fund Accounting Coordinator
linkedin icon
Photo

Lidia Sheykina

Banking Coordinator
linkedin icon
Photo

Rachel Gilroy

Onboarding Coordinator
linkedin icon
Photo

Vish Khamamkar

Crowdfunding Coordinator
linkedin icon
Photo

Tim Spink

Pre-Onboarding Coordinator
linkedin icon
Photo

Dan Dao

Investment Analyst
linkedin icon
Photo

Brandon Pimentel

Post-Close Specialist
linkedin icon
Photo

Jalen Johnson

Pre-Onboarding Specialist
linkedin icon
Photo

Mandi Spradling

Reconciliation & Banking Specialist
linkedin icon
Photo

Richard Nicholls

Onboarding Specialist
linkedin icon
Photo

Steffane Smith

Reconciliation & Banking Specialist
linkedin icon
Photo

Musab Abualfoul

Reconciliation & Banking Specialist
linkedin icon
Photo

Jessica Pedraza

KYC & Entity Specialist
linkedin icon
Photo

Jesús Rosa

Post-Compliance Specialist
linkedin icon
Photo

Anna Gulbe

Reconciliation and Banking Specialist
linkedin icon
Photo

John Dana

Onboarding Specialist
linkedin icon
Photo

Lana Christensen

Onboarding Specialist
linkedin icon
Photo

Cristina Diaz Torrez

Migration Specialist
linkedin icon
Photo

Cheyenne Lake

Pre-Onboarding Specialist
linkedin icon

Client Solutions

Photo

Luis Brecci

Director of Solutions
linkedin icon
Photo

Lex Anselm

Project Manager
linkedin icon
Photo

Titus Gulbis

Legal Solutions Lead
linkedin icon
Photo

Jeff Zhou

Finance Solutions Lead
linkedin icon
Photo

Chloe Hammett

Investment Assistant
linkedin icon
Photo

Olga Biedak

Solutions Analyst
linkedin icon
Photo

Raven Kaur

Solutions Analyst
linkedin icon

Design

Photo

Brandon Stuchkus

Director of Design & UX
linkedin icon
Photo

Alex Banaga

Senior UI/UX Designer
linkedin icon
Photo

Sam Kim

Senior UI/UX Designer
linkedin icon
Photo

Quintin Harris

UI/UX Designer
linkedin icon
Photo

Ryan Clouser

UI/UX Designer
linkedin icon
Photo

Wendy Orellana

UI/UX Designer
linkedin icon
Photo

Bolu Obisanya

UI/UX Designer
linkedin icon
Photo

Lyudmil Iliev

Graphic Designer
linkedin icon

Engineering

Photo

Ryan Mehta

Director of Technology
linkedin icon
Photo

Maurice Dongar

Systems/Support Manager
linkedin icon
Photo

Lance Merrill

Engineering Lead
linkedin icon
Photo

Caroline Ponzin

Staff Software Engineer
linkedin icon
Photo

Adrian Monasterios Gutierrez

Senior Software Engineer
linkedin icon
Photo

Jared Myhrberg

Senior Software Engineer
linkedin icon
Photo

Aaron Dennis

Senior Software Engineer
linkedin icon
Photo

Jasmin Moneymaker

Senior Frontend Software Engineer
linkedin icon
Photo

Danny Hogan

Senior Software Engineer
linkedin icon
Photo

Danny Suarez

Software Engineer
linkedin icon
Photo

Eli Nicholson

Software Engineer
linkedin icon
Photo

Bryana Kitchen

Software Engineer
linkedin icon
Photo

Joey Leaptrott

Software Engineer
linkedin icon
Photo

Jake Pendergraft

Frontend Software Engineer
linkedin icon
Photo

Andrew Redcliffe

Frontend Software Engineer
linkedin icon
Photo

Chase Abbott

Support Software Engineer
linkedin icon
Photo

Cameron Zimmerman

Frontend Software Egineer
linkedin icon
Photo

Claudia Mazariegos

Support Software Engineer
linkedin icon

Client Experience

Photo

Rachael Bickford

Director of Commmunications
linkedin icon
Photo

Nils De Jonghe

Community Coordinator
linkedin icon
Photo

Emily Adams

Client Experience Coordinator
linkedin icon
Photo

Sebastian Arrubla

Client Experience Specialist
linkedin icon
Photo

Lily Miller

Client Experience Specialist
linkedin icon
Photo

Emma Kelly

Content Production Specialist
linkedin icon
Photo

Jake Belford

Copywriter
linkedin icon

Sales

Photo

Andrew Stearns

Director of Sales
linkedin icon
Photo

Carlos Biazotto

Sales Manager
linkedin icon
Photo

Chesley McLeary

Account Manager
linkedin icon

People Operations

Photo

James Whelchel

Director of People Operations
linkedin icon
Photo

Nelle Stang

Recruiting Coordinator
linkedin icon
Photo

Mary Helen Rowell

People Experience Coordinator
linkedin icon
Photo

Shannon Rasimas

Technical Recruiting and Educational Coordinator
linkedin icon
Photo

Julia Telfer

Executive Assistant - Operations & People Operations
linkedin icon
Photo

Jonathan Williams

People Operations Analyst
linkedin icon

Finance & Accounting

Photo

Steven Arasomwan

Assistant Controller
linkedin icon
Photo

Mitchell Bird

Small Business Accounting Lead
linkedin icon
Photo

Jared Harris

Tax & Fund Accounting Lead
linkedin icon
Photo

Elizabeth Dougherty

Accounting Associate
linkedin icon
Photo

LeeAnn Avidu

Staff Accountant
linkedin icon
Photo

Jessica Thornburg

Fund Accountant
linkedin icon
Photo

An Vu

Investor Relations Specialist
linkedin icon
Photo

Lisa Boskey

Staff Accountant
linkedin icon
Photo

Jake Pigatto

Tax Associate
linkedin icon
Photo

Catherine Kretzing

Staff Accountant
linkedin icon
Photo

Tomik Manooki

Tax Associate
linkedin icon

Legal & Compliance

Photo

Hoang Phan

Compliance Auditor
linkedin icon
Photo

Bryan Stone

General Counsel
linkedin icon
Photo

Elizabeth Jones

Legal Secretary
linkedin icon
Photo

Twosy Haegelin

Paralegal
linkedin icon
Photo

Kim Chrisco

Paralegal
linkedin icon
Photo

Robert Boeche

Legal Partner
linkedin icon

Advisors

Photo

Ryan Kriser

Advisor
linkedin icon
Photo

Don Ho

Advisor
linkedin icon
Photo

Joel Karacozoff

Advisor
linkedin icon
Photo

Gina Kirch

Advisor
linkedin icon
Photo

Nicholas Shekerdemian

Advisor
linkedin icon
Photo

Harvey Multani

Advisor
linkedin icon
Photo

Gale Wilkinson

Advisor
linkedin icon
Photo

Jai Malik

Advisor
linkedin icon
Photo

Andres Asion

Advisor
linkedin icon
Photo

Russell Galbut

Advisor
linkedin icon
Photo

Joshua Browder

Advisor
linkedin icon

Our investors

Funded by a community of the world's most prolific angel investors

Logo - Browder Capital
Logo - Vitaliza Venture Capital

+200 Angel Investors