We are excited to officially announce we have secured $30.5M in Series B funding!

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Transforming the Private Market Investing Experience

Allocate is the private markets platform that empowers wealth advisors & family offices to build & manage high-quality portfolios — through intelligent curation, tracking, & personalized infrastructure.

Wealth Advisors
Family Offices

Allocate by the numbers

As of 09/01/2025

3,100+

Platform Users

300+

Wealth Advisory Firms

$2.5B+

Assets on Platform

Platform Assets includes all discretionary and non-discretionary assets under management by Allocate Management Company, including investment vehicles and separately managed accounts, as well as assets for vehicles where Allocate acts as the general partner, or for which one of its affiliates provides fund administration as a dedicated service.

Press Releases

Allocate Raises $30.5 Million Series B to Modernize Private Market Investing
Allocate Announces Strategic Asset Acquisition of The Coterie’s Platform, Advancing the Vision for the Operating System of Private Markets
Allocate partners with CW Advisors to expand the firm's private market capabilities

In the Press

We are backed by leading firms

Allocate Institute

Our educational platform combines expert-led content, in-depth market research, and an engaged community of sophisticated investors, providing you with the tools and insights needed to navigate the evolving private markets landscape.

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502 Waverley St, Ste. 2
Palo Alto, CA 94301

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New York, NY 10001

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Copyright 2025 Allocate Holdings Inc. All rights reserved.

The information provided on this Site is for informational and discussion purposes only. It is not intended to serve as a recommendation for any investment, service, product, or advice of any kind, nor does it constitute or imply an offer of any kind. Investment opportunities, products, or services will only be made available through formal offering documents and/or applicable agreements. The specific terms of any product, service, or investment opportunity — including size, costs, and other characteristics — will be outlined in their respective governing documents and may differ materially from those presented in this Site and are subject to change without prior notice. Advisory services are offered by Allocate Management Company, LLC. For additional legal disclosure about Allocate and its products and services, please see here.