Allocations: Detailed Company Information & Corporate Profile
Summary
Allocations was established in 2019 and is headquartered in Miami, Florida. With a workforce of between 100 and 200 employees, the company focuses on finance solutions that help clients manage capital allocation and investment strategies. Operating within a $10M to $50M revenue range, Allocations leverages its engineering expertise, compliance oversight, and product communications to deliver tailored financial services.
The leadership team features Vice President of Engineering Taylor Coffelt; Director of Private Equity Operational Compliance Richard Thoms; Senior Associate Judi Williams; Product Communications Specialist Paul Walker; Directors Luis Brecci (Solutions) and Luis Brecci (Chief Revenue Officer); Chief Compliance Officer Kurt Nuñez; Private Markets Consultant Jihany Sophia Hassun Brecci; Venture Capital & Operations Manager Alex Ponce; Chief Operations Officer Brian Fischer; Software Engineer Mayank Sharma; Senior AI/ML Data Engineers Sergio Munoz, German Miranda, Sergio; Director of Growth Apollo Changis Karimkhani; and Administrative and Accounting Support Benedicto Carin Jr.
| Allocations Website | allocations.com |
| Industries | |
| Allocations Headquarters Address | Miami, Florida, US |
| Company Size | 100-200 employees |
| Founded | 2019 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-09-19 |
Allocations Org Chart
Chief Executive Officer
C-Level
Estimated Website Traffic
The chart shows a growth in traffic to the allocations.com website. In September, traffic increased to 57099, compared to 28102 in the previous month. The highest traffic in 2026 was recorded in September, reaching 57099 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Allocations's workforce includes employees across a wide range of tenure levels.
13% have been with the company for 1 to 2 years25% have been with the company for 3 to 4 years63% have been with the company for 5 to 7 years
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Allocations Corporate Information: FAQ
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