Verified fintech
Allocate
- Headquarters
- San Francisco, CA
- Website
- allocate.co
- Category
- Wealth & investing
About
Allocate is a platform that helps wealth advisors and their clients access private-market investments. It provides curated funds across venture, growth, buyout and private credit, white-labeled fund and SPV structures, and tools for tracking private holdings. It serves registered investment advisers and asset managers seeking to reach the advisory channel, and can aggregate smaller commitments into single positions.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.