Allocate: Valuation, Funding & Investors
Allocate is an intelligent operating system designed for private market investing, providing wealth advisory firms and institutional family offices with a modern infrastructure to efficiently source, build, and manage high-quality private portfolios. The platform offers AI-driven investment management, comprehensive administration, and personalized access to opportunities, enhancing efficiency, transparency, and responsibility in private market investments. Allocate's core products include Allocate Curations, Fund Solutions, and Insights, which simplify complexity and unlock responsible participation in private markets.
Leadership & Board
- Current Number of Employees
- 106
- Current LinkedIn Followers
- 9,743
Latest Estimated Valuation
- Total Amount Raised
- $31M
- Total Funding Rounds
- 1
- Latest Funding Amount
- $31M
- Latest Funding Round
- Series B
Company Momentum Positive
Allocate LinkedIn following is increasing, signaling rising market interest, while its workforce is growing, indicating business expansion.
Employee Trend
Allocate had 106 employees as of October 26, 2026. The number of employees increased by 0 (0.00%) week-over-week.
Social Trend
Allocate had 9,743 followers as of October 26, 2026. The number of followers increased by 33 (0.34%) week-over-week.
Funding Round
| Funding Date | Funding Round | Amount Raised | Post-Money Valuation |
|---|---|---|---|
| Sep 03, 2025 | Series B | $30.50M | ― |
Investors
| Investor Name | Funding Round |
|---|---|
| M13 | Series B |
| Andreessen Horowitz | Series B |
| Fika Ventures | Series B |
| Portage Ventures | Series B |
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