Fact sheet

Investall at a glance.

The key facts about Investall on one page, for press, partners and anyone deciding whether to use us.

Last reviewed November 12, 2026.

Company

Company

Legal name
Investall, Inc.
Formerly
AllocateRite, LLC, AllocateRite, Inc., ForeSCITE, Inc.
Founded
2016, as AllocateRite
Headquarters
New York, NY
Regulation
SEC-registered investment adviser since 2017. CRD #285955, SEC file #801-110150. View record
Brokerage and custody
Alpaca Securities LLC, member FINRA/SIPC

Pricing

Pricing

Account
Free to open; self-directed trading included
Investall Pro
$9.99 / month in the US (local pricing may apply elsewhere and on the App Store)
Free trial
14 days, payment method required, one per person
Commissions
None on stock and ETF trades

Products

Products

Self-directed trading
Stocks and ETFs, including fractional dollar orders from $1. Recurring buys $5 – $5,000 weekly, every two weeks or monthly.
Auto Invest
Ready-made strategies that are bought and rebalanced for you. Minimum $500. Pro.
Model Marketplace
Portfolios modelled on the 13F filings of well-known investors. Minimum $500. Pro. Learn more
Goals
Short-term goals from $5, long-term from $500, with recurring deposits and round-ups. Pro.
Budgeting
Linked accounts via Plaid: spending, budgets, cash flow, income, transactions and net worth. Pro.
Investall AI
An AI assistant for research and questions about your portfolio. Trades it suggests are placed only after you confirm. Free.
Platforms
iPhone, Android and web

Ready to get started?

Create your account

Investall, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Brokerage services are provided by Alpaca Securities LLC, member FINRA/SIPC. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Nothing on this page is a recommendation to buy or sell any security. See our disclosures.


Investall is a SEC-Registered Investment Advisor that facilitates account openings through Alpaca Securities LLC. Alpaca Securities LLC are members of SIPC. SIPC which protects securities and cash for customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochures are available upon request or at www.sipc.org.

By using this website, you accept our Terms of Use and Privacy Policy. Investall’s investment advisory services are available only to residents of the United States in jurisdictions where Investall is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

Registration with the SEC does not imply a certain level of skill or training. The content on this website is for informational purposes only and does not constitute a comprehensive description of Investall’s investment advisory services. Certain investments are not suitable for all investors. Before investing, consider your investment objectives. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.

Brokerage services are provided to Investall Clients by Alpaca Securities LLC, which is a SEC registered broker-dealer and member of FINRA/SIPC. For more information, see our disclosures. Contact: help@investall.ai. For all information or inquiries regarding Investall’s Custodians, please visit: https://alpaca.markets/disclosures.

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