Company
Allocate
Allocate is building the infrastructure connecting private markets to the wealth channel.
Also known as Allocate Holdings Inc
- Status
- Operatingas of 2026-09-18
- Business model
- B2B
- Headquarters
- Palo Alto, CA, United States
- Customers
- wealth advisory firms & asset managers
- Legal name
- Allocate Holdings Inc
- allocate.co (opens in a new tab)
- LinkedIn (opens in a new tab)
- Press page (opens in a new tab)
- Careers (opens in a new tab)
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Record updated 28 September 2026
About
Allocate is the infrastructure layer for private markets. We handle subscriptions, capital flows, and portfolio operations for wealth advisors building private markets programs. What used to require weeks of manual work now runs through a single operating system.
Funding snapshot
- Total raised
- $63.8MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $43.1M2025-08-21
Funding rounds
- Round, 2025
- $43.1M2025-08-21, SEC form D sold, 72 investors
- Round, 2022
- $20.6M2022-03-18, SEC form D sold, 50 investors
Products
- Web
- Allocate Platform
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