Provider of exclusive alternative investments, enhancing portfolio diversification and returns.
Location
Menlo Park, CA, US
Founded
2021
Allocate is a platform focused on democratizing access to alternative investments, particularly in venture capital and private markets. The firm aims to provide investors, including RIAs, private banks, and family offices, with opportunities to diversify their portfolios and potentially achieve higher returns through exclusive private market investments.
The company has raised $10 million in funding to modernize venture capital investing, bringing its total funding to $15.5 million. Allocate's operating system for private market investing offers tailored solutions for different investor types, enabling them to enhance their alternatives platforms and private market portfolios. The firm leverages its team's extensive industry experience to break down traditional barriers in private market investing.
Allocate - Classification
NAICS
520000Finance and Insurance
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities