Allocate
Menlo Park
About Allocate
Allocate provides an intelligent operating system for private market investing, equipping wealth advisory firms and institutional family offices with modern infrastructure to source, build, and manage high-quality private portfolios with one modern technology interface. The company's platform leverages AI-driven investment management, comprehensive administration, and personalized access to opportunities at reduced minimums, making private market investing more efficient, transparent, and responsible. The platform supports intelligent curation, real-time tracking, and provides personalized infrastructure’allowing users to launch custom-branded funds, centralize portfolio data, and discover premium private market opportunities.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Total funding: $60.8M
- Funding stage: Early Stage Venture
- Last round: Series B (Sep 2025)
- Website: allocate.co
Industries & Categories
Finance, Financial Services, Impact Investing
Social Profiles
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