Fundraising Fox

The Coterie

3 known investors

thecoterie.co

Allocate is a technology platform that enables wealth advisory firms and asset managers to manage private markets investments at scale, offering AI-powered diligence workflows, white-labeled investment vehicles, and unified portfolio tracking. The platform serves registered investment advisors (RIAs) and asset managers seeking efficient capital flows and operational streamlining in private markets.

AI & Machine LearningFintechSaaSin /allocateco

Investors · 3

In the news