Allocate
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
3790 El Camino Real Pmb 536, Palo Alto, ...Website
www.allocate.coRevenue
<$5 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
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About Allocate
Founded in 2021 and headquartered in Palo Alto, California, Allocate is a venture capital solutions platform provider which connects investors with venture funds.Explore more
Allocate Org Chart
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Allocate financials insights
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2021
Angel/Seed
$5M
2022
Series A
$15.3M
2023
Other Financing Round
$10M
Allocate Tech Stack
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Allocate News & Media
Krilogy selects Allocate to Expand Private Market Investment Capabilities
Allocate (www.allocate.co), a technology platform transforming private market investing for wealth advisors and family offices, today announced a strategic partnership with Krilogy (www.krilogy.com), an independent wealth management firm and family office overseeing $3.6 billion in assets....Allocate Partners with Rose Capital Advisors to Enhance Client-Centric Private Market Solutions
Allocate (www.allocate.co), a leading technology platform revolutionizing private market investing for wealth advisors and family offices, today announced a strategic partnership with Rose Capital Advisors (www.rosecapitaladvisors.com), a boutique wealth advisory firm renowned for its...Allocate partners with CW Advisors to expand the firm's private market capabilities
Allocate (www.allocate.co), a leading technology platform transforming private market investing for wealth advisors and family offices, announced today a strategic partnership with CW Advisors (www.cwadvisorsgroup.com), a wealth advisory firm managing approximately $10 billion (as of...Allocate Closes $10M Strategic Capital
Allocate, a San Francisco, CA-based platform that provides investors with a streamlined way to invest and manage private investments, raised $10M in strategic capital. The round, which brought the total amount to $33.5M, saw participation from Gopher Asset US, an affiliate with Noah Holdings International (NYSE: NOAH), Intera Investments, M13 Ventures, along with family offices. The […] The post Allocate Closes $10M Strategic Capital appeared first on FinSMEs.
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Founded in 2021 and headquartered in Palo Alto, California, Allocate is a venture capital solutions platform provider which connects investors with venture funds.... Read More
