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.

Domain

allocate.co

Industry

Finance

Employees

11-50

Last Funding

$30.5M

Founded

2020

Frequently Asked Questions

What technologies does Allocate use?+

Allocate uses 24 technologies including Google Analytics, Google Tag Manager, HubSpot.

What industry is Allocate in?+

Allocate operates in the Finance industry.

Where is Allocate based?+

Allocate is headquartered in United States.

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Data last updated: June 2026