Partners
The firms we work alongside.
Some help with what we don't do, like your taxes. Others hold your assets and run the platforms behind our service. Each is an independent company.
Custody & clearing
Apex Fintech Solutions
Holds client assets and clears trades for accounts opened through alooola.
Account connections
Plaid
Connects your outside bank and investment accounts to the alooola app.
401(k) platform
401GO
The plan platform behind the 401(k) and Solo 401(k) plans we set up for businesses.
Tax
Gelt
A tax firm for tax strategy, planning and filing, including for physicians with practice or side income.
Bring the whole picture to one conversation.
We coordinate with your tax, legal and insurance professionals, whoever they are.