Allocations is a fintech company offering an end-to-end platform for creating and managing private equity products such as SPVs and funds. Trusted by over 24,000 clients, the company streamlines entity formation, investor onboarding, and deal closure, handling over $2 billion in assets. Allocations is known for its scalable tax preparation, compliance services, and innovative fund administration solutions.
Recent Transactions involving Allocations
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Allocations Acquires Lumen Advisory & Finance in $2.5m Deal |
Lumen Advisory & Finance |
Allocations |
Software Development |
The Lower and Middle Market M&A Platform
See how PrivSource can help you close more deals.
Learn more →