Family Offices & Individuals

A holistic platform for portfolio management, administration, and access to curated private market opportunities.
Get in touch

Allocate Insights

Gain complete visibility across your private market portfolio. One unified dashboard for all your private market investments. Automated document collection, instant data extraction, and real-time analytics – exactly when you need them.

Learn More

Personalized investment opportunities

Access private market investments tailored to your mandate. Our investment team only brings you opportunities that fit your investment strategy and that have undergone institutional quality diligence.

Learn More

A holistic platform for family offices

Document Portal

Access all your fund documentation in a centralized location - from capital calls and distributions to financial statements and K-1s. No more digging through emails or logging into multiple portals.

Portfolio Analytics

Dive deep into your portfolio with detailed fund-level and position-level analytics. Understand exposure across sectors, stages, and vintage years to make more informed investment decisions.

Platform Integrations

Seamlessly sync your private market data with leading wealth management platforms. Maintain a complete view of your entire wealth portfolio without manual data entry.

Get started with Allocate.