Allocate
About Allocate
Allocate is an AI-driven private markets platform that helps wealth advisors and family offices build and manage high-quality, personalized private-market portfolios.
Business Information
Target Customers
Industry Categories
Business Model
Funding Timeline
| Round | Date | Amount | Investors |
|---|---|---|---|
| Series B | Sep 03, 2025 | $30.5M | portageinvest, Led by the author of the tweet |
Founders
No founder information available.
Investors
Led by the author of the tweet
Angel Investor
portageinvest
Venture Capital
Recent Mentions
MORE fintech growth funding! @joinallocate raised $30.5M Series B led by @portageinvest to grow its AI-driven private markets platform With $2.5B+ AUM, Allocate helps wealth advisors + family offices build + manage high-quality, personalized private-market portfolios https://t.co/kjBDKimhjv https://t.co/D3IQbHc2zj
New Raise 🏛️ Company: Allocate 🔗 Website: https://t.co/Lijwi1dcK2 📊 Amount: $30.5 Million 🔄 Round: Series B 🧮 Valuation: N/A ⚙️ Industry: Technology
3. Allocate has secured a $30.5 million Series B round. The AI-powered platform modernizes private market investing for wealth advisors & family offices, streamlining access to alternative investments like venture capital, private equity, & private credit. Investors: Led by https://t.co/2vrbqQqRgm
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