Allen & Company
Allen & Company LLC, established in 1932, is Florida’s oldest investment firm, headquartered in Lakeland with additional offices in Winter Haven and Viera. The firm provides comprehensive financial management services to individuals and businesses, emphasizing personal service and client-focused solutions. The company offers a variety of financial, insurance, and investment services, including wrap and non-wrap fee programs, mutual fund and model portfolio asset allocation, digital advice programs, retirement plan consulting, and custom advisory services. Clients can access a range of investm
Deals
AI rounds and acquisitions Allen & Company took part in, newest first.
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