About Allocate
Allocate is a company based in Menlo Park (United States) founded in 2021.. Allocate has raised $66.13 million across 4 funding rounds from investors including Portage, Anthemis Group and Noah Holdings. Allocate has completed 1 acquisition, including RLDatix. Allocate offers products and services including White Label Solutions, Client Portfolio Management, Curated Opportunities, and Allocate Insights. Allocate operates in a competitive market with competitors including Fundrise, Moonfare, YieldStreet, Equi and Artivest, among others.
- Headquarter Menlo Park, United States
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Allocate Holdings Inc.
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Products & Services of Allocate
Allocate offers a comprehensive portfolio of products and services, including White Label Solutions, Client Portfolio Management, Curated Opportunities, and Allocate Insights. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Customized funds for launching branded investment options
Centralize and track clients' private market investments data
Provide access to premier private market deals for clients
Manage and analyze private market investments from one platform
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Funding Insights of Allocate
Allocate has successfully raised a total of $66.13M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $30.5 million completed in September 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Series B — $30.5M
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First Round
First Round
(22 Jul 2021)
- Investors Count 17
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep, 2025 | Amount | Series B - Allocate | Valuation | Portage | |
| Sep, 2023 | Amount | Series A - Allocate | Valuation | Gopher Assets , Noah Holdings | |
| Mar, 2022 | Amount | Series A - Allocate | Valuation | M13 Company |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Allocate
Allocate has secured backing from 17 investors, including institutional and venture fund investors. Prominent investors backing the company include Portage, Anthemis Group and Noah Holdings. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Multiple sectors are invested in by M13 venture capital fund.
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Founded Year | Domain | Location | |
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Early-stage investments are made by Bedrock in technology sectors.
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Founded Year | Domain | Location | |
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Seed-stage tech-focused VC firm investing primarily in the US
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Allocate
Allocate has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include RLDatix. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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GRC software solutions for healthcare risk management are delivered.
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2018 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Allocate
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Allocate Comparisons
Competitors of Allocate
Allocate operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fundrise, Moonfare, YieldStreet, Equi and Artivest, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
An investment platform offering access to private market investments
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| domain | founded_year | HQ Location |
Online platform for private equity fund investments is provided.
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| domain | founded_year | HQ Location |
Asset-backed loans and private equity are offered via online platform.
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Diversified asset management firm
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| domain | founded_year | HQ Location |
Alternative investment platform focused on private funds
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Allocate
When was Allocate founded?
Allocate was founded in 2021.
Where is Allocate located?
Allocate is headquartered in Menlo Park, United States. It is registered at Menlo Park, California, United States.
Is Allocate a funded company?
Allocate is a funded company, having raised a total of $66.13M across 4 funding rounds to date. The company's 1st funding round was a Series A of $20.63M, raised on Jul 22, 2021.
What does Allocate do?
Allocate was founded in 2021 and is headquartered in Menlo Park, United States. An online platform is operated for alternative investments focused on venture capital funds. Services are provided for discovery of opportunities, investment processing, post-investment reporting, and transaction management. Interactions between users and fund managers are facilitated through video conferences, community events, and direct introductions within the alternative investment sector.
Who are the top competitors of Allocate?
Allocate's top competitors include Fundrise, YieldStreet and Moonfare.
What products or services does Allocate offer?
Allocate offers White Label Solutions, Client Portfolio Management, Curated Opportunities, and Allocate Insights.
How many acquisitions has Allocate made?
Allocate has made 1 acquisition, including RLDatix.
Who are Allocate's investors?
Allocate has 17 investors. Key investors include Portage, Anthemis Group, Noah Holdings, Gopher Assets, and INTERA INVEST.
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