Allocate
Allocate
allocate.co

Locations

Palo Alto, CA, USA · Menlo Park, CA, USA

industry

Early Stage · Finance · Financial Management · Financial Services · Impact Investing · Investing · Investment · Investment Management · Lending and Investments · Platform · Software · Venture Capital

Size

51 - 200 employees

Stage

Other

founded in

2021

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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.

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