Allodium

Wealth Management Servicesallodium.com

Allodium is a Minneapolis-based private wealth advisory firm, founded in 2005, that provides wealth and fiduciary management, financial planning, and investment consulting services to individuals and corporate clients.

Company typePrivate
Founded2005
HeadquartersMinneapolis, United States
Headcount11–50
GTM typeB2B and B2C
OfferingServices

What Allodium does

Allodium is a Minneapolis-based private wealth advisory firm founded in 2005 that delivers wealth and fiduciary management, financial planning, and investment consulting services to both individual and corporate clients. The firm operates as a registered investment advisor/financial planning practice, combining fiduciary oversight of client assets with broader financial planning and consulting work, and serves a dual audience of households/families and companies requiring advisory support.

The firm's core offering is advisory in nature — portfolio oversight, financial planning, and consultative investment advice — rather than a packaged technology product. There is no disclosed proprietary technology platform, software product, or integrated digital tooling in the source material; the company's website returned a verification/loading page with no substantive product, pricing, or feature detail.

Commercially, Allodium runs a fee-based professional services model typical of boutique RIAs, monetizing through advisory fees, planning retainers, and/or consulting engagements. The firm is privately held, headquartered in Minneapolis, MN, and operates with a headcount of 11–50 employees. No funding history, ownership structure, customer logos, segment mix, AUM, fee schedule, partnerships, awards, or strategic transactions are disclosed in the available data, which represents a material information gap for any investor-grade assessment.

Allodium firmographics

Firmographics

Name: Allodium
Website: https://allodium.com
Company type: Private
Founded year: 2005
Headcount range: 11–50 employees
Short description: Allodium is a Minneapolis-based private wealth advisory firm, founded in 2005, that provides wealth and fiduciary management, financial planning, and investment consulting services to individuals and corporate clients.
Ownership category
akta.pro rank

Allodium industry classification

Industry

Product category: Wealth Management Services
NAICS: Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
akta.pro secondary industries: Financial Planning–Led RIAs (FSAAACAB), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

Wealth management services
Fiduciary management
Financial planning services
Investment consulting
Financial advisory

Where Allodium is headquartered

Location

Headquarters

HQ city: Minneapolis
HQ country: United States
HQ region: North America

Markets served

Allodium business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D

Allodium product offering

Product offering

Core offering

Allodium provides wealth and fiduciary management, financial planning, and investment consulting services. The firm serves both individual clients and corporate clients, delivering personalized financial advisory solutions.

Differentiator

Problem solved

Functional benefit

Products and services

Wealth Management
Fiduciary Management
Financial Planning
Investment Consulting

Companies that use Allodium

Customer profile

Ideal customer profiles2 records

Allodium technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Allodium partnerships and signals

Strategic signal

Recent moves1 record

Allodium competitors and assessment

Company assessment

Broad incumbents

Mercer Advisors: National RIA delivering holistic wealth management, financial planning, and family-office services to individuals and institutions; comparable service model at materially larger scale.
Mariner Wealth Advisors: Large national RIA offering comprehensive wealth advisory, financial planning, and institutional consulting — directly overlapping Allodium's service mix but at much greater scale and geographic breadth.
Edelman Financial Engines: Large-scale RIA combining financial planning-led wealth management and employer-sponsored advisory programs; comparable planning-led orientation with much greater scale and distribution.
Hightower Advisors: RIA platform serving high-net-worth individuals and institutions with comprehensive wealth advisory and planning services; comparable offering delivered through an advisor-aggregation model.
Creative Planning: Large independent RIA offering comprehensive wealth management, financial planning, and investment consulting across the U.S., competing for the same HNW and corporate-client mandates as Allodium.

Direct peers

Cresset Capital: Multi-family office and RIA providing wealth management, financial planning, and investment advisory to high-net-worth individuals and families — overlapping Allodium's HNW/family focus.
Buckingham Strategic Wealth: Mid-sized independent RIA providing comprehensive financial planning and wealth management to individuals and businesses; closely comparable to Allodium in size, service scope, and client mix.
Moneta Group: Mid-market registered investment advisor offering wealth management, financial planning, and investment consulting for individuals, families, and businesses — a near-analog to Allodium's positioning.

Regional players

Plante Moran Wealth Management: Wealth management practice of a Midwest accounting firm serving individuals, families, and businesses with planning and investment advisory — geographically adjacent with overlapping client base.

Others

Focus Financial Partners: RIA aggregator and partner firm for independent wealth managers; not a direct competitor but the dominant roll-up acquirer of mid-market RIAs like Allodium, shaping the competitive and exit landscape.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Allodium financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Allodium leadership team

Management profile

Number of profiles

Allodium funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Allodium M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Allodium

What does Allodium do?

When was Allodium founded?

Allodium was founded in 2005. It employs 11 to 50 people.

Where is Allodium based?

Allodium is headquartered in Minneapolis, United States, in the North America region.

Who are Allodium's main competitors?

Broad incumbents on record are Mercer Advisors, Mariner Wealth Advisors, Edelman Financial Engines, Hightower Advisors and Creative Planning. Direct peers are Cresset Capital, Buckingham Strategic Wealth and Moneta Group. Plante Moran Wealth Management is listed as a regional player. Focus Financial Partners is listed as an others.

Does Allodium have an API?

No public API is recorded for Allodium.

What industry is Allodium in?

Allodium's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 52394 and its SIC code is 6282.