Allocate
Operating System for Private Markets
San Francisco, United States · Founded 2021 · $50.8M raised
- Headquarters
- San Francisco, California
- Employees
- 11–50
- Founded
- 2021
- Business Model
- B2B
- Website
- allocate.co
- Total Funding
- $50.8M
- Last Round
- $30.5M Series BSep 2025
- Rounds
- 3
About
Tech platform helping wealth advisors run private markets programs at scale with curated AI-driven opportunities.
Summary
Allocate is an Artificial Intelligence company based in San Francisco, United States, founded in 2021. It has raised $50.8M in total across 3 rounds, most recently a $30.5M Series B round in Sep 2025. Investors include M13, Portage Ventures and Urban Innovation Fund.
Tech & App Stack
5 technologies & apps tracked
Create a free account — 10 credits a month to unlock the full tech & app stack, funding history, and valuations.
Sign up to view the funding chart
Create a free account — you'll get 10 credits a month to unlock funding history, valuations, and tech stacks.
Funding History
Sep 2025
Sign up to see all 3 rounds
Full funding history, per-round amounts, and investor participation.
Investors
Similar Companies
OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artifi...
Databricks is the pioneer of the data lakehouse, a unified platform for data science, machine lea...
AI-powered platform designed for immigration law firms
AI-powered customer experience and contact center platform serving enterprises globally.
Ellie Mae is a leading provider of technology solutions for the mortgage industry.
Palantir Technologies builds data integration and analytics platforms (Gotham and Foundry) for go...