Allocate
PrivateLast Round
Series B
Sep 3, 2025
Est. Valuation
$135M
Total Funding Raised
$60.8M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Allocate operates in FinTech and is based in Palo Alto, California. Its latest recorded funding round was a Series B round in September 2025.
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
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% |
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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 | ||||
| Seed | Jul 22, 2021 |
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Key People
Founding team and executive leadership
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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 |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 6, 2026
Falandino appointed CTO, will oversee 40-person engineering team.
- Jul 24, 2026
Monthly visitors grew 47% MoM, from 19.4K to 28.4K.
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Recent news
Latest coverage and updates
- hiresNov 11, 2026
Allocate appoints Naim Falandino as Chief Technology Officer on Nov 5th '26 in California, where he leads the 40-person Engineering team.
- hiresNov 5, 2026
Allocate appoints Arnold Engel as Chief Financial Officer and head of embedded financial products in California on Nov 5th '26, where he leads the finance organization and advances embedded lending and banking solutions.
- hiresNov 5, 2026
Allocate hires Andrew Rodman, who leads its newly formed Data Engineering team after 10 years at Clearwater Analytics, in California in Jun '26.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks Allocate's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
When was Allocate's last funding round?
Allocate's most recent funding round was Series B on September 3, 2025.
Who are the main investors in Allocate?
Key investors in Allocate include Gopher Asset Management, 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 in Allocate's shares on secondary markets.