Allocate
PrivateLast Round
Series B
Sep 3, 2025
Est. Valuation
$135M
Total Funding Raised
$40.5M
Company Overview
Allocate is a fintech company that provides a digital investment platform for wealth advisors and family offices to discover, invest in, and manage venture capital funds.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Business Intelligence, Financial Data
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Allocate Comps
Public and private peers based on sector, stage, and business model.
Allocate Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Sep 3, 2025 | ||||
| Series A Extension | Sep 21, 2023 |
Allocate Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Andreessen Horowitz | Series B |
| Noah Holdings | Series A Extension |
| M13 | Series B, Series A Extension |
| Gopher Asset US | Series A Extension |
| Fika Ventures | Series B |
| Portage | Series B |
| Intera Investments | Series A Extension |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 2, 2026
Partnered to accelerate private markets operations.
- Mar 29, 2026
Added Americana Partners International as a customer.
Allocate Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about Allocate's valuation, stock price, and market status.
