Allied Portfolio Management - Crunchbase Company Profile & Funding

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Overview

Allied Portfolio Management

Growth Score

78

Heat Score

57

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Allied Portfolio Management

CB Rank

305148

Allied Portfolio Management is an investment management firm.

Acquired by

Waterloo Capital

Founded

obfuscation

Private

Arizona, Sonora, Mexico

alliedportfolio.com/

Financial Services

Management Consulting

Details

Legal Name

Allied Portfolio Management, Inc.

Operating Status

Active

Company Type

For Profit

About the Company

Allied Portfolio Management is a leading investment management firm in Tucson, Arizona to help our clients make wise decisions about money. Working closely with each client to simplify life's financial complexities, they create a path to meet their unique needs.

Phone Number

+1 520 296 1035

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Portfolio Management

A service that manages investment portfolios using institutional index and asset-class funds to diversify risk and reduce emotional decision-making.

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Financials

M&A Details

Allied Portfolio Management

was acquired by

Waterloo Capital

on

obfuscation

.

Transaction Name

Allied Portfolio Management acquired by Waterloo Capital

Acquired by

Waterloo Capital

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Apr 21, 2026

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News•

Apr 20, 2026

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Interest Signals

Topic	Surge Score
Scientific American	82
Meta Platforms, Inc.	81
Orion Innovation	76

Active Website Tech Count

4

Allied Portfolio Management

is actively using

4

technologies for its website, according to BuiltWith. These include

,

, and

CommonCrawl Top 100m

.

Lists Featuring This Company

Lists Featuring This Company

Latin America Acquired Companies

2,455 Number of Organizations • $51.1B Total Funding Amount • 1,651 Number of Investors

Management Consulting Acquired Companies With More Than $1M in Revenue

463 Number of Organizations • $4.2B Total Funding Amount • 229 Number of Investors

Mexico Companies With More Than 10 Employees (Top 10K)

9,912 Number of Organizations • $83.4B Total Funding Amount • 3,525 Number of Investors

Management Consulting Companies With Fewer Than 100 Employees (Top 10K)

8,854 Number of Organizations • $7.3B Total Funding Amount • 1,562 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Allied Portfolio Management

's headquarters?

Allied Portfolio Management

is located in

Arizona, Sonora, Mexico

.

Who are

Allied Portfolio Management

's competitors? Alternatives and possible competitors to

Allied Portfolio Management

may include

Shard Capital Partners

,

Nanuk Asset Management

, and

Thomson Wealth Management

.