We are excited to officially announce we have secured $30.5M in Series B funding!
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Allocate equips wealth advisory firms and institutional family offices with the tools to build and manage high-quality private portfolios – seamlessly, securely, and at scale. Through a unified digital platform, investors can discover curated private market opportunities, invest through streamlined SPV feeders, and manage investments with clarity and control.
Our mission is to create a more accessible, responsible and transparent private investing experience – one that reflects the needs of today’s advisors and their clients, not just institutions.
We approach every interaction with urgency, clarity, and accountability. Whether supporting investors, partners, or colleagues, we take ownership until the issue is resolved – always aiming to simplify, not complicate.
We don’t stop at identifying challenges, we work through them. Our mindset is “How do we make this work?” not “Why it won’t.” Every obstacle is an opportunity to improve, innovate, and deliver solutions that move us forward.
