Allocate
Operating System for Private Markets
Allocate was founded in 2021, is headquartered in San Francisco, United States, lists 11–50 employees, and has $50.8M in recorded funding across 3 rounds.
- 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
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 3 funding rounds and 6 investors for this company. The full record is or through the API.
About
Allocate is the infrastructure layer for private markets. It handles subscriptions, capital flows, and portfolio operations for wealth advisors building private markets programs, work that used to require weeks of manual effort. The platform works alongside and integrates with major reporting platforms for wealth advisors rather than requiring replacement, and serves both wealth advisory firms and asset managers — the complete capital flow, not just one side.
Summary
Allocate is an Artificial Intelligence company based in San Francisco, United States, founded in 2021. It lists 11–50 employees. 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
6 technologies & apps tracked
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Funding History
Sep 2025
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Funding: Seed through Series B. Amounts, valuations, and investors where available.
Investors
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