Total Funding
89
84
Total FundingSeries B raised
Growth Score
-6 pts
Heat Score
8 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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831
Allocate provides a private markets platform that enables advisors and family offices to manage tailored investment portfolios.
Samir Kaji: Co-Founder and Chief Executive OfficerPast Role: First Republic Bank, Managing Director- Matt Curtolo: Managing DirectorPast Role: MetLife, Head of Domestic Private Equity
About the Company
Allocate provides an intelligent operating system for private market investing, equipping wealth advisory firms and institutional family offices with modern infrastructure to source, build, and manage high-quality private portfolios with one modern technology interface. The company's platform leverages AI-driven investment management,
comprehensive administration, and personalized access to opportunities at reduced minimums, making private market investing more efficient, transparent, and responsible. The platform supports intelligent curation, real-time tracking, and provides personalized infrastructure—allowing users to launch custom-branded funds, centralize portfolio data, and discover premium private market opportunities.
Women Founded
