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Active Asset Allocation

Active Asset Allocation

Private

Last Round

Series A

Jun 26, 2019

Total Funding Raised

$4.52M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Active Asset Allocation operates in FinTech and is based in Nice. Its latest recorded funding round was a Series A round in June 2019.

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

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Active Asset Allocation Comparables

Compare Active Asset Allocation with similar companies based on industry and business-model similarity.

Active Asset Allocation comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Raise Partner
84%
Tindeco Financial Services AG
84%
3rd-eyes analytics
83%
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Active Asset Allocation Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AJun 26, 2019
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Key People

Founding team and executive leadership

Adina Grigoriu

Founder & CEO

Founding Team

Thomas Lehaux

Chief Technology Officer

Executive Team

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Active Asset Allocation Investors

Notable investors and investment history

Active Asset Allocation investors
InvestorRounds
MAIF AvenirSeries A
Région Sud InvestissementSeries 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.

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Active Asset Allocation Filings

Explore SEC and related filing metadata, where available.

Active Asset Allocation filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently 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, so its shares have no public market price. Caplight tracks Active Asset Allocation's secondary market activity and provides MarketPrice™ estimates of its share price 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.

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 in Active Asset Allocation's shares on secondary markets.

Firmographic Details

HeadquartersNice
Employee Range30
Year Founded2010
Last FundingJun 26, 2019

Institutional Data Access

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