Allocate

Palo Alto, California, USA · ≈98 employees · allocate.co

Allocate is an intelligent operating system designed for private market investing. It empowers wealth advisory firms and institutional family offices with modern infrastructure to efficiently source, build, and manage high-quality private portfolios through a single technology interface. Founded in 2021 by Samir Kaji and Hana Yang, Allocate is headquartered in Palo Alto, California, and has a team of 51–200 employees. The platform offers a range of services, including customizable white-label solutions, client portfolio management tools, and AI-driven investment management. Allocate also provides curated opportunities and educational resources to support investment decisions. It targets wealth advisory firms, institutional family offices, private banks, and qualified individual investors, facilitating access to top-tier venture capital and private equity funds. With a focus on modernizing the private investment space, Allocate aims to democratize access to high-quality investment offerings.