Allocate
PrivateLast Round
Series B
Sep 3, 2025
Est. Valuation
$135M
Total Funding Raised
$81.1M
Momentum
Top 25%
of companies Caplight tracks
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 and other private market assets.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Allocate Comparables
Compare Allocate with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Opto Investments | 84% | |
| Gridline | 80% | |
| Proteus | 79% | |
Allocate Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Sep 3, 2025 | ||||
| Series A Extension | Sep 21, 2023 | ||||
| Series A | May 4, 2022 | ||||
| Series A | May 4, 2022 | ||||
| Seed | Jul 22, 2021 | ||||
Seed | Jul 22, 2021 |
Key People
Founding team and executive leadership
Allocate Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Andreessen Horowitz | Series B |
| Gopher Asset Management | Series A Extension |
| Noah Holdings | Series A Extension |
| M13 | Series B, Series A Extension, Series A |
| Gopher Asset US | Series A Extension |
| Unshackled Ventures | Seed |
| Supernode Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 24, 2026
Monthly visitors grew 47% MoM, from 19.4K to 28.4K.
- Apr 2, 2026
Partnered to accelerate private markets operations.
Allocate Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Allocate's valuation, stock price, and market status.