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 Employees99
Current LinkedIn Followers9,437
Latest Estimated Valuation
Estimated Valuation―
Estimated Valuation―
Total Amount Raised$31M
Total Amount Raised$31M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$31M
Latest Funding Amount$31M
Latest Funding RoundSeries B
Latest Funding RoundSeries B
Post-Money Valuation―
Post-Money Valuation―
Employee Trend
Allocate had 99 employees as of September 7, 2026. The number of employees decreased by 1 (1.00%) week-over-week.
99Latest Employee Count
1(-1.00%)Week-Over-Week Change
Employee Trend serves as a data-driven indicator of company growth and expansion. The measurement reflects how a company’s workforce size changes over time.
Social Trend
Allocate had 9,437 followers as of September 7, 2026. The number of followers increased by 42 (0.45%) week-over-week.
9,437Latest Followers Count
42(0.45%)Week-Over-Week Change
LinkedIn Follower Trend serves as a data-driven indicator of market interest and company visibility. The measurement reflects how a company’s LinkedIn follower count changes over time.