Active Asset Allocation
PrivateLast Round
Series A
Jun 26, 2019
Total Funding Raised
$4.52M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Active Asset Allocation is a fintech company that provides financial engineering services and a cloud-based platform for portfolio management, risk analysis, and investment strategy simulation.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, InsurTech, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Active Asset Allocation Comparables
Compare Active Asset Allocation with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Raise Partner | 84% | |
| Tindeco Financial Services AG | 84% | |
| 3rd-eyes analytics | 83% |
Active Asset Allocation Funding Rounds
Historical fundraising activity
Key People
Founding team and executive leadership
Active Asset Allocation Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| MAIF Avenir | Series A |
| Région Sud Investissement | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 21, 2026
Monthly visitors grew 104% MoM.
- Jun 19, 2026
Monthly visitors increased 141% MoM.
Active Asset Allocation Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Active Asset Allocation's valuation, stock price, and market status.
Is Active Asset Allocation a public or private company?
Active Asset Allocation is a private company.
What is the current stock price of Active Asset Allocation?
Active Asset Allocation is a private company with no public stock price. Caplight tracks Active Asset Allocation's secondary market activity and provides MarketPrice™ estimates to Caplight users.
How much is Active Asset Allocation worth (valuation)?
Valuation information for Active Asset Allocation is not publicly available.
Can I buy Active Asset Allocation stock?
Active Asset Allocation shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Active Asset Allocation's last funding round?
Active Asset Allocation's most recent funding round was Series A on June 26, 2019.
Who are the main investors in Active Asset Allocation?
Key investors in Active Asset Allocation include MAIF Avenir.
Will Active Asset Allocation IPO soon?
No public IPO plans have been announced for Active Asset Allocation.
How can I track Active Asset Allocation secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Active Asset Allocation's secondary market activity and sign up for updates.