Allocate is modernizing the private markets.

Wealth Advisory Firms

Accelerate your alternatives platform today.
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Family Offices

Enhance your private market portfolio.
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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.

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We are backed by leading firms in the industry

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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

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