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
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 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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Seed through Series B — per-round amounts, valuations, and who invested in each round.
Investors
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