Allocate
15 known investors
Allocate provides infrastructure software for private markets, enabling wealth advisors and asset managers to efficiently handle subscriptions, capital flows, and portfolio operations. The platform automates manual processes that traditionally create bottlenecks in connecting wealth channel capital to institutional investment opportunities.
Founders & leadership
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Samir KajiinCo-founderCEO and co-founder of Allocate, which builds infrastructure software for private markets serving wealth advisory firms and asset managers. Previously spent over 22 years at SVB and First Republic Bank working with private funds and venture-backed startups, completing more than $12 billion in debt transactions, and hosts the Venture Unlocked podcast and blog on venture capital and private markets.
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Hana YanginCo-founder & Chief Experience Officer
Investors · 15
Anthemis VentureNew York · $500K – $7M
Atacama VenturesSan Francisco
FikaCulver City · $1M – $10M
FJ LabsNew York · $100K – $3M
Four Acres CapitalNew York · $50K – $100Kvia Jenny Friedman · inferred
RareBreed VenturesBaltimore · $50K – $250K
Switch VenturesSan Francisco
Tusk Venture PartnersNew York · $750K – $2Mvia Bradley Tusk · inferred
Ulu VenturesPalo Alto · $2M
Urban InnovationSan Francisco · $500K – $3.5M
Andreessen HorowitzreportedMenlo Park · $500K – $50M
Fika VenturesreportedCulver City · $250K – $2M
M13reportedNew York · $4M – $7M
Portage VenturesreportedMontreal
Unshackled VenturesreportedPalo Alto · $300K – $500K
Funding
SEC filings, press & company announcements$30.5M disclosed across 1 of 2 rounds · 2023–2025
- $30.5MSeries BSep 2025 · 3 sourcesSource ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 5
by search overlap
Preqin40 shared keywordsPreqin provides private markets data, analytics, and benchmarking across private equity, venture capital, hedge funds, real estate, private credit, infrastructure, secondaries, and natural resources. Its products serve fund managers, investors, consultants, banks, and other financial professionals for fundraising, manager selection, due diligence, and performance analysis.
Interactive Strength Acquires Ergatta35 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
Industries33 shared keywordsJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.
With Intelligence33 shared keywordsWith Intelligence provides proprietary data, editorial insights, and events covering private markets and alternative asset classes such as hedge funds, private credit, private equity, infrastructure, and real estate. It serves fund managers, investors, allocators, and service providers seeking data on investors, managers, funds, and deals to support capital raising, allocation, and deal origination.
Moonfare30 shared keywordsMoonfare operates a digital platform that gives professional and qualified private investors access to top-tier private equity and venture funds through pooled feeder vehicles with lower minimum allocations. It also runs a digital secondary market (in partnership with Lexington Partners) for buying and selling fund stakes, and offers a "Powered by Moonfare" white-label solution for advisors.
Companies competing with Allocate for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Allocate do?
- Allocate provides infrastructure software for private markets, enabling wealth advisors and asset managers to efficiently handle subscriptions, capital flows, and portfolio operations. The platform automates manual processes that traditionally create bottlenecks in connecting wealth channel capital to institutional investment opportunities.
- Who founded Allocate?
- Allocate was founded by Samir Kaji, Hana Yang.
- Who are Allocate's investors?
- Allocate's investors include Anthemis Venture, Atacama Ventures, Fika, FJ Labs, Four Acres Capital, RareBreed Ventures, Switch Ventures, Tusk Venture Partners and 7 more.
- How much funding has Allocate raised?
- Allocate has disclosed $30.5M raised across 1 of its 2 known rounds.