Allocate builds infrastructure for private markets investing. The company's platform functions as an operating system connecting wealth advisory firms and institutional family offices with private fund managers. Founded in 2021, Allocate serves over 375 wealth advisory firms and maintains relationships with more than 1,500 private asset managers. The platform manages over $5 billion in assets across its network.
The company's technical work centres on AI-powered portfolio tracking and management. Its product suite includes curated investment offerings across venture capital, growth equity, buyout, and private credit. Allocate also provides custom fund and SPV (special purpose vehicle) structures that can be launched in as little as 30 days.
By building technology that standardises access to alternative asset classes, Allocate operates at the intersection of financial infrastructure and applied artificial intelligence. The platform addresses a market where connectivity between allocators and fund managers has historically been fragmented and manual.
