Overview

Allocate provides a digital investment platform acting as an operating system for wealth managers to build and manage private market portfolios. It offers access to curated venture capital, private equity, and private credit vetted by an internal team that reviews hundreds of managers yearly. The platform handles discovery, due diligence, subscription, and post-investment tasks in one interface and uses feeder vehicles to lower minimums and improve diversification. The team’s deep industry experience and rigorous fund vetting, plus plans for AI-driven management, aim to make private market investing more accessible and efficient.