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Allocate

Palo Alto, CA 94301, US
https://www.allocate.co/
Asset Management
Allocate is an intelligent operating system designed for private market investing, providing wealth advisory firms and institutional family offices with a modern infrastructure to efficiently source, build, and manage high-quality private portfolios. The platform offers AI-driven investment management, comprehensive administration, and personalized access to opportunities, enhancing efficiency, transparency, and responsibility in private market investments. Allocate's core products include Allocate Curations, Fund Solutions, and Insights, which simplify complexity and unlock responsible participation in private markets.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―
Estimated Valuation―
Total Amount Raised$31M
Total Amount Raised$31M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$31M
Latest Funding Amount$31M
Latest Funding RoundSeries B
Latest Funding RoundSeries B
Post-Money Valuation―
Post-Money Valuation―

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Sep 03, 2025
Series B
$30.50M
―

Investors

Investor Name
Funding Round
M13
Series B
Andreessen Horowitz (a16z)
Series B
Fika Ventures
Series B
Portage Ventures
Series B

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