Allocate
PrivateLast Round
Series B
Sep 3, 2025
Est. Valuation
$135M
Total Funding Raised
$81.1M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Allocate is a fintech company that provides a digital investment platform for wealth advisors and family offices to discover, invest in, and manage venture capital funds and other private market assets.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Allocate Comparables
Compare Allocate with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Opto Investments | 84% | |
| Gridline | 80% | |
| Proteus | 79% |
Allocate Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Sep 3, 2025 | ||||
| Series A Extension | Sep 21, 2023 | ||||
| Series A | May 4, 2022 | ||||
| Series A | May 4, 2022 | ||||
| Seed | Jul 22, 2021 | ||||
Seed | Jul 22, 2021 |
Key People
Founding team and executive leadership
Allocate Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Andreessen Horowitz | Series B |
| Gopher Asset Management | Series A Extension |
| Noah Holdings | Series A Extension |
| M13 | Series B, Series A Extension, Series A |
| Gopher Asset US | Series A Extension |
| Unshackled Ventures | Seed |
| Supernode Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 24, 2026
Monthly visitors grew 47% MoM, from 19.4K to 28.4K.
- Apr 2, 2026
Partnered to accelerate private markets operations.
Recent news
Latest coverage and updates
- launchesAug 5, 2026
Allocate launched enhancements to full-lifecycle platform on Jan 1st '26.
Allocate Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Allocate's valuation, stock price, and market status.
Is Allocate a public or private company?
Allocate is a private company.
What is the current stock price of Allocate?
Allocate is a private company with no public stock price. No recent secondary market data is available.
How much is Allocate worth (valuation)?
Allocate's valuation is estimated at $135.0M based on funding round data.
Can I buy Allocate stock?
Allocate shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Allocate's last funding round?
Allocate's most recent funding round was Series B on September 21, 2023.
Who are the main investors in Allocate?
Key investors in Allocate include M13, Gopher Asset US, Portage, Intera Investments.
Will Allocate IPO soon?
No public IPO plans have been announced for Allocate.
How can I track Allocate secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Allocate's secondary market activity and sign up for updates.