Allocate
7 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
SK
Samir KajiCo-founder
HY
Hana YangCo-founder & Chief Experience Officer
Investors · 7
In the news
- Allocate Raises $30.5M in Series B Fundingfinsmes.com · 2025
- From Frustration to Conviction: What led to starting Allocate and our $30.5M Series Bventureunlocked.substack.com · 2025
- Allocate Raises $30.5 Million Series B to Modernize Private Market Investingbusinesswire.com · 2025
- Allocate raises $10 million to get wealth advisers venture capital accessaxios.com · 2023
- Allocate raises $15.3m to expand access to venture capital investingprivatebankerinternational.com · 2022
- Allocate - 2026 Company Profile, Team, Funding & Competitors - Tracxntracxn.com · 2021