Allen & Company

Institutional Active Winter Haven, United States Est. 1932
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Last updated 2026-06-18
Portfolio
2
in our dataset
Rounds participated
2
Rounds led
0
Rounds' value
$47.0M
total disclosed, rounds participated
Stages
—

About

Allen & Company, Florida's oldest investment firm, was founded in 1932 and has built a legacy of personalized financial guidance spanning generations. From its modest beginnings in Lakeland to expanding across Central Florida, the firm emphasizes relationship-driven service and prudent wealth management. Strategic growth has included establishing multiple offices, with nearly 70 associates now serving clients.

Allen & Company prioritizes its clients’ interests and invests in its employees, reflected in its 2012 creation of an employee stock ownership plan (ESOP). Its mission is to be the premier provider of financial management services, fostering wealth growth and transfer while enhancing community life. Allen Company is a subsidiary of Allen Holding.

Portfolio · 2

Harmonya Technologies
Retail Data Analysis
1 round $20.0M committed Latest: 2023-09
Capriza
Mobile Approvals for the Modern Workforce
1 round $27.0M committed Latest: 2014-10

Investment activity

Portfolio by sector

Undisclosed1
Business Software1

Q&A

What is Allen & Company's most recent investment?
Allen & Company most recently invested in Harmonya Technologies in September 2023, participating in their Series A round.
Which sectors has Allen & Company focused on in its investments?
Allen & Company has made investments in the Business Software sector, as well as one in an undisclosed sector.
Can you name some of Allen & Company's portfolio companies?
Allen & Company's portfolio includes Harmonya Technologies, which focuses on retail data analysis, and Capriza, which provides mobile approvals for the modern workforce.
What is the typical investment stage for Allen & Company?
Allen & Company has participated in both Series A and Series C funding rounds.
When was Allen & Company founded?
Allen & Company was founded in 1932, making it Florida's oldest investment firm.
Who are some key team members at Allen & Company?
Key team members at Allen & Company include Charlie Allen, Vice President & Managing Director, and Leah Schwartz, Managing Director.
What is the range of investment amounts for Allen & Company?
Allen & Company's investment range is between $20M and $27M.
What is Harmonya Technologies, one of Allen & Company's portfolio companies?
Harmonya Technologies, a portfolio company of Allen & Company, is a B2B business founded in 2021 that specializes in retail data analysis.
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