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Allocator Training Institute

Allocator Training Institute

Private
—FinTechhttps://allocatortraining.com/

Last Round

Accelerator

Apr 10, 2024

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Allocator Training Institute is an edtech company that provides online training programs, practical tools, and certifications for investment professionals working at or seeking to work with institutional allocators like pension funds, endowments, and family offices.

Sector

FinTech

Verticals

Vertical SaaS, HR, Wealth Management, Compliance & Risk

Business Model

B2B

Customer Profile

Services & Consulting

AI Layer

Application

Keywords

allocator traininginstitutional allocatorinvestment professional trainingfinancial certificationbuyside trainingLP trainingasset allocation trainingfamily office trainingpension fund trainingendowment trainingB2B trainingOutsourced CIOsOCIOsEdTechportfolio analysiscash flow modelingprompt engineering training

Historical Pricing

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Caplight Momentum Score

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Allocator Training Institute Comparables

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Allocator Training Institute comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Capital Allocators
83%
Chartered Alternative Investment Analyst Association
71%
CFA Institute
62%
View all Comparables

Allocator Training Institute Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorApr 10, 2024
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Key People

Founding team and executive leadership

Alex Ambroz

Chief Executive Officer

Executive Team

Allocator Training Institute Investors

Notable investors and investment history

Allocator Training Institute investors
InvestorRounds
Dublin Business Innovation CentreAccelerator
Growing CapitalAccelerator
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Market signals

Structured signals derived from secondary market and firmographic data.

  • May 17, 2026

    Monthly visitors increased 71% MoM.

  • Apr 21, 2025

    Grew 133% QoQ, from 3 to 7 employees.

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Allocator Training Institute Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Allocator Training Institute Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Allocator Training Institute's valuation, stock price, and market status.

Firmographic Details

Headquarters—
Employee Range15
Year FoundedN/A
Last FundingApr 10, 2024

Institutional Data Access

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