aid: allocate
name: Allocate
description: >-
  Allocate is a technology platform positioned as an "operating system for
  private markets," enabling wealth advisory firms, family offices, and asset
  managers to source, transact, and manage private-market investments across
  venture capital, growth equity, buyouts, and private credit. The platform
  offers white-label fund creation for advisors, AI-powered portfolio management
  with document aggregation, curated manager access, and SPV infrastructure for
  aggregating smaller commitments. Allocate reports over $4.9B in assets on
  platform, 370+ wealth advisory firm clients, and 1,500+ manager relationships.
  It is a private company backed by investors including Anthemis, a16z, Portage,
  and M13. Allocate does not currently publish a public developer program or API;
  this API Evangelist profile captures its identity and public web properties.
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://allocate.co/favicon.ico
url: https://raw.githubusercontent.com/api-evangelist/allocate/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- anthemis
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-17'
tags:
- Company
- Private Markets
- Wealth Management
- Fintech
- Investment Platform
- Venture Capital
- Private Equity
- Asset Management
apis: []
common:
- type: DomainSecurity
  url: security/allocate-domain-security.yml
- type: Website
  url: https://allocate.co
  name: Allocate Website
- type: SignUp
  url: https://allocate.co/get-in-touch
  name: Get in Touch / Request Access
- type: Login
  url: https://app.allocate.co/login
  name: Platform Login
- type: Blog
  url: https://allocate.co/allocate-institute
  name: Allocate Institute (Insights & Research)
- type: Compliance
  url: https://allocate.co/compliance-and-security
  name: Security & Compliance (SOC 2 Type II)
- type: PrivacyPolicy
  url: https://allocate.co/privacy-policy
  name: Privacy Policy
- type: TermsOfService
  url: https://allocate.co/legal
  name: Legal / Terms
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
x-enrichment:
  date: '2026-07-19'
  status: backfilled
  pass: local-v1
  note: backfilled from .gitignore signal + verified work evidence