Allocate Holdings
Palo Alto, US · 24 known investors
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Tobi Cokerunlockedknows Hana Yang · together at Kauffman Fellows (overlapped)
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×5knows the team · via Kauffman Fellows
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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 Kajiin𝕏Co-Founder, CEO & PresidentCEO 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.
Investors · 24
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
Supernode VenturesNew York · $500K – $1.3M
Switch VenturesSan Francisco
Tusk Venture PartnersNew York · $750K – $2Mvia Bradley Tusk · inferred
Ulu VenturesPalo Alto · $2M
Urban InnovationSan Francisco · $500K – $3.5M
Western Technology InvestmentPortola Valley · $250K – $30M
Andreessen HorowitzreportedMenlo Park · $500K – $50M
Basis Set VenturesreportedMenlo Park · $1M – $3M
BedrockreportedLos Angeles · $5M – $30M
Fika Venturesreported · 2 sourcesCulver City · $250K – $2M
M13reported · 2 sourcesNew York · $4M – $7M
Portage VenturesreportedMontreal
SignalFirereportedSan Francisco · $250K – $15M
Unshackled VenturesreportedPalo Alto · $300K – $500K
Also in the syndicate · 4
AnthemisBroadhaven VenturesIntera CapitalUrban Innovation Fund
Funding
SEC filings, press & company announcements$30.5M disclosed across 1 of 3 rounds · 2022–2025
- $30.5MSeries BSep 2025 · 3 sourcesSource ↗
- Undisclosed amountSeries AMay 2022
M13 (lead), Anthemis, Basis Set Ventures, Bedrock, Broadhaven Ventures, Fika Ventures, Intera Capital, SignalFire, Tusk Venture Partners, Urban Innovation Fund
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 5
by search overlap
Preqin40 shared keywordsPreqin provides a data and intelligence platform for investment teams, M&A professionals, and corporate development teams to source, evaluate, and value private company investments through integrated asset, fund, and performance data.
Interactive Strength Acquires Ergatta35 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
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 data, analytics, and research solutions for institutional investors, fund managers, and dealmakers operating in alternative assets and private markets. The company, part of S&P Global's Market Intelligence division, offers products spanning deal origination, workflow management, and investment allocation across the capital allocation lifecycle.
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 Holdings for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Allocate Holdings 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 Holdings?
- Allocate Holdings was founded by Samir Kaji, Hana Yang.
- Who are Allocate Holdings's investors?
- Allocate Holdings's investors include Anthemis Venture, Atacama Ventures, Fika, FJ Labs, Four Acres Capital, RareBreed Ventures, Supernode Ventures, Switch Ventures and 12 more.
- How much funding has Allocate Holdings raised?
- Allocate Holdings has disclosed $30.5M raised across 1 of its 3 known rounds.
- Where is Allocate Holdings headquartered?
- Allocate Holdings is headquartered in Palo Alto, US.