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Allocate Holdings
Palo Alto, US · Founded 2021 · 30 known investors
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Ask Dave Boyce to introduce you to Hana Yang
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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
Allocate Holdings was founded in 2021 by Samir Kaji and Hana Yang.
Board
Investors · 30
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Also in the syndicate · 7
Funding
SEC filings, press & company announcements$94.3M disclosed across 3 of 7 rounds · 2022–2025
- Undisclosed amountSeries BOct 2025
Portage Ventures (lead), Andreessen Horowitz, Fika Ventures, M13
Source ↗ - $30.5MSeries BSep 2025 · 3 sourcesSource ↗
- Undisclosed amountSeries A2Sep 2023
Gopher Asset US (lead), Intera Investments (lead), M13 Ventures (lead), Noah Holdings International
Source ↗ - 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 ↗
▶$43.1MraisedSep 2025 · 72 investors · InvestingRule 506(b)
- Samir KajiExecutive Officer, Director
- Hana YangDirector
- Carter ReumDirector
- Offering amount
- $45.7M
- Amount sold
- $43.1M
- First sale
- Aug 2025
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$20.6MraisedMar 2022 · 50 investors · InvestingRule 506(b)
- Carter ReumDirector
- Hana YangDirector
- Samir KajiExecutive Officer, Director
- Offering amount
- $21M
- Amount sold
- $20.6M
- First sale
- Mar 2022
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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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 in 2021.
- Who are Allocate Holdings's investors?
- Allocate Holdings's investors include Anthemis Venture, Atacama Ventures, Community Access Fund, Fika, FJ Labs, Four Acres Capital, RareBreed Ventures, Supernode Ventures and 15 more.
- How much funding has Allocate Holdings raised?
- Allocate Holdings has disclosed $94.3M raised across 3 of its 7 known rounds.
- Where is Allocate Holdings headquartered?
- Allocate Holdings is headquartered in Palo Alto, US.