Allio is a Seattle fintech startup building a robo-advisor investment tool for consumers. The company describes itself as the first micro-savings tool that allows users to customize their investment portfolio using both traditional and contemporary asset classes. Founder Joseph Gradante said Allio takes a modern approach to portfolio management tailored to an artificially low interest rate environment rather than relying on traditional Modern Portfolio Theory strategies. Financially, Allio has raised $5 million and counts Liberty Partners among its investors. The company has fewer than 10 employees and was founded last year. Its CTO is David Chen, a former senior software engineer at Minted, and Allio recently joined the WTIA startup program and is a graduate of Venture Out.

Total raised

$5M

Funding rounds

1

Latest round

Equity

Latest activity

Aug 2021