Allocate

About Allocate

Allocate provides modern private market infrastructure and institutional-grade tools for managing private markets and alternative investments. The platform targets wealth advisors, family offices, and institutions to streamline building, managing, and scaling of alternative investments across the full investment lifecycle. It emphasizes curated access, transparency, and trusted workflows for private market opportunities and client portfolio management. The company operates in major U.S. financial hubs including Palo Alto, CA and New York, NY.