Allocate provides an operating system for wealth advisory firms to manage private markets programs efficiently at scale. The platform supports the entire lifecycle, from AI-powered deal sourcing and due diligence to white-label vehicle structuring and unified portfolio tracking. This technology enables advisors to integrate institutional-quality private asset access while streamlining complex reporting and operational workflows.
Funding
$30.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
+5Founders
Product
Problem
Wealth advisors and family offices must manage private‑market investments across multiple disconnected systems, manually process fund administration, and struggle to source vetted alternative opportunities for their clients. This fragmented workflow creates operational inefficiency, limited transparency, and high compliance risk.
Solution
Allocate delivers a unified operating system for private‑market investing that consolidates fund creation, client portfolio management, and curated deal access within a single cloud platform. Advisors can launch white‑label funds, onboard investors, and automate subscription documents, capital calls, and distribution processing without separate vendor solutions. The platform aggregates external private‑market holdings, providing a real‑time, AI‑enhanced dashboard that surfaces performance trends, risk metrics, and investment opportunities. Integrated APIs connect to leading custodians and reporting tools, while role‑based access controls and SOC 2 Type II compliance safeguard sensitive data. By centralizing administration and analytics, Allocate reduces manual effort, improves transparency, and enables advisors to scale alternative‑asset offerings efficiently.
Target Audience
Primary customers are wealth advisory firms, registered investment advisors, and family offices that manage alternative‑asset portfolios and seek a scalable, compliant solution for private‑market investing.
Features
- End‑to‑end white‑label fund creation and administration, including legal document generation, investor onboarding, and ongoing reporting.
- Centralized client portfolio dashboard that consolidates on‑platform and external private‑market holdings with real‑time performance analytics.
- AI‑driven insights and trend analysis that identify investment opportunities and flag portfolio risks.
- Curated library of vetted venture, private‑equity, real‑estate, and private‑credit deals, with quantitative and qualitative due‑diligence materials.
- Automated workflow for capital calls, distributions, and document management, reducing manual processing time.
- Secure, SOC 2 Type II‑certified infrastructure with multi‑factor authentication, role‑based access controls, and AES‑256 encryption at rest and in transit.
- Open APIs and integration layer for custodians, CRM, and reporting systems to streamline data flow across existing tech stacks.