Allocate

About Allocate

Allocate is a technology platform that helps wealth advisors and asset managers streamline private markets investing, from curating opportunities to managing portfolios and capital flows.

Allocate builds the operating system for private markets, connecting wealth advisors and asset managers through a single platform. It enables efficient capital flows by automating subscriptions, portfolio tracking, and vehicle administration. The platform serves wealth advisory firms and asset managers, providing tools for custom fund creation, AI-powered management, and curated investment offerings. Allocate is SOC 2 Type II compliant and integrates with existing reporting systems. The company makes money through a B2B SaaS model, charging for platform access and transaction services.