Allocate Holdings Inc.

Allocate Holdings Inc. is a US-based private markets platform that equips wealth advisors and family offices with essential tools for constructing and managing investment portfolios effectively. Allocate Holdings Inc. was founded in 2021 in Palo Alto, US, and specializes in providing a platform for wealth advisors and family offices to manage high-quality private market investments.

The founder's previous entrepreneurial experiences are not publicly detailed. Allocate offers a private markets platform designed to empower wealth advisors and family offices with tools to build and manage high-quality investment portfolios. The platform features customizable fund solutions, a centralized client portfolio management system, and access to curated private market investment opportunities, catering primarily to family offices and wealth advisory firms predominantly in the United States. Allocate's revenue predominantly comes from advisory services provided to wealth advisory firms and family offices, which include fees for fund launches, management, and transaction advisory.

The firm operates on a B2B model and likely engages in subscription agreements to provide access to its proprietary platform and educational content, although specific pricing structures are not disclosed. In August 2025, Allocate Holdings Inc. raised USD 43. 14 million in series B funding led by Portage Ventures, with participation from Andreessen Horowitz, Fika Ventures, and M13.

The company plans to utilize the August 2025 funding for accelerate development of its private market AI and workflow automation capabilities and expand integrations to drive adoption.