Allen & Company

General contacts
Investor type

VC

Founded

1938

AUM

$343 M

Location

Lakeland, Florida, United States

Investment Ticket

$10-50 m

Investment Stage

Seed Series B Series A

Region of investment

North America Europe
Investor profile last updated: 16 August, 2026

Profile

Allen & Company is a financial advisory and investment management firm based in Lakeland, Florida. Founded over 85 years ago, the firm has established itself as one of Florida's oldest investment firms. Allen & Company offers personalized financial solutions and has a team of financial advisors skilled in a variety of areas such as investment planning, retirement planning, and tax planning. Their advisory team includes Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs) who cater to a diverse client base, including high-net-worth individuals and families.

The firm focuses on wealth management and offers services that include investment planning, portfolio management, business succession planning, and more. They also provide a range of wealth management solutions for corporate 401(k) and retirement plans, life insurance, and education planning. Allen & Company emphasizes building long-term relationships with their clients by offering customized financial plans.

Notable services provided by the firm include retirement planning and systematic retirement funding. While specific investments and portfolio companies are not detailed on their site, the firm is well-regarded for its comprehensive suite of wealth management solutions, catering to both individuals and businesses.

Industry

HealthTech Music Energy MedTech Travel Transportation Telecommunications Sports/SportsTech Software Security Real Estate Other Media and Entertainment Marketing and Advertising IT Services Healthcare Services Gaming Foodtech Food and Beverage Fintech Financial Services Fashion/Beauty Edtech Education Business Services (B2B) AdTech TravelTech E-commerce/Marketplace

Allen & Company Funds

Name Type
Questionare
Industry
Questionare
Stage
Questionare
Region 		Size AUM Launch date
Allen Global Partners LP
Fund of funds
Education
Edtech
E-commerce/Marketplace
Fashion/Beauty
Financial Services
Fintech
Seed
Series A
Series B
North America
South America
Europe
Middle East
Africa
Asia
Australia and others
$5-10 m
$343 M
March 2012

Contacts

Name
Title
Email
Social Networks
avatar
Melissa McKinney, FPQP™, CRPS® Financial Paraplanner Qualified Professional, FPQP™
Financial Paraplanner Qualified Professional, FPQP™
m•••@•••
LinkedIn
avatar
Sarah Hodges Manager Business Operations
Manager Business Operations
s•••@•••
LinkedIn
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[email protected]
linkedin twitter
Investment-team contacts for Allen & Company — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
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FAQs about Allen & Company

Allen & Company is a venture capital firm. It backs companies at Seed, Series B and Series A, writing tickets of $10-50 m.
Allen & Company is located in Lakeland, Florida, United States.
Allen & Company was founded in 1938.
Allen & Company invests in companies and startups in HealthTech, Music, Energy, MedTech, Travel, Transportation, Telecommunications, Sports/SportsTech, Software, Security, Real Estate, Other, Media and Entertainment, Marketing and Advertising, IT Services, Healthcare Services, Gaming, Foodtech, Food and Beverage, Fintech, Financial Services, Fashion/Beauty, Edtech, Education, Business Services (B2B), AdTech, TravelTech, E-commerce/Marketplace.
Allen & Company invests in companies and startups in North America, Europe.
Allen & Company invests in companies and startups at Seed, Series B, Series A.
Allen & Company usually invests $10-50 m on average.
Allen & Company has around $343m assets under management.
Allen & Company last fund was created/launched in 2012-03-29
Allen & Company can be reached through its website alleninvestments.com, its LinkedIn page and its X account. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Allen & Company — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.
Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Allen & Company directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.
Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 16 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.