Allocate is the operating system for private market investing.

Wealth Advisory Firms

Accelerate your alternatives platform today.
‍Read more

Family Offices

Enhance your private market portfolio.
‍Read more

Allocate closes $10MM in funding to modernize venture capital investing, bringing total funding to $33.5MM ->

With over 100 years of collective experience in the industry, we’ve never believed that limitations of the private markets should exist, which is why we started Allocate.

Learn more about our company & team

We are backed by leading firms in the industry

Partner With Us

Family Offices
RIAs & Private Banks

Curated Deal Flow

Allocate offers family offices and individual investors access to a highly curated network of top-tier private capital funds and direct investment opportunities in the technology and healthcare sectors.

We allow investors to discover high-quality deal flow and open up opportunities that historically have been reserved for top institutions and industry insiders.

Diligence & Analytics

Allocate offers family offices and individual investors access to a highly curated network of top-tier private capital funds and direct investment opportunities in the technology and healthcare sectors.

We allow investors to discover high-quality deal flow and open up opportunities that historically have been reserved for top institutions and industry insiders.

Allocate in the Press

VC Investing Platform Allocate Raises $10 Million

Check out the 17-page pitch deck that Allocate, a startup that lessens the cost of investing in venture capital funds, used to raise $15.3 million

Allocate raises $10 million to open top VC doors to wealth advisers

Noted venture banker Samir Kaji launches Allocate

Dynasty Financial Partners Offers Advisors Access to Venture Capital Funds

Allocate banks $5M to open up venture capital fund access

Allocate in the Press

Allocate Institute

Explore a curated library of expert-driven articles, reports, and webinars designed to deepen your understanding of the private markets ecosystem.

Allocate in the Press

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.