Allocate Holdings Inc.

Allocate is a financial technology platform that provides an operating system for private market investing, aiming to connect wealth advisors, family offices, and fund managers to streamline access and management of private market investments. The company was founded in 2021 by Samir Kaji and Hana Yang. Its headquarters are located in Palo Alto, California, with an additional office in New York City.

Allocate offers a comprehensive suite of solutions, including "Allocate Curations" for vetted private market opportunities, "Allocate Fund Solutions" for white-label fund creation and administration, and "Allocate Insights" for AI-powered portfolio intelligence and unified reporting. The platform leverages AI-driven investment management, comprehensive administration, and personalized access to opportunities at reduced minimums, making private market investing more efficient, transparent, and responsible. It serves a diverse market segment including wealth advisory firms, institutional family offices, and fund managers.

Allocate has demonstrated significant growth, reporting over $5 billion in platform assets and supporting more than 375 wealth advisory firms and 1,500 private asset managers as of August 2026. The company has raised over $75 million in total capital, including a $30.5 million Series B funding round in September 2025, with participation from investors such as Portage Ventures, Andreessen Horowitz, M13, and Fika Ventures. Recent leadership appointments include Matt Dunn as Chief Revenue Officer and Jon Gaudette as Head of AI, underscoring its commitment to scaling operations and integrating artificial intelligence into its platform.