Allocate Holdings
Latest round
- Series B
Last raised
- Aug 2025
Total raised
- $69M
Investors
- 16
About Allocate Holdings
Allocate Holdings Inc.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.Allocate offers a private markets platform designed to empower wealth advisors and family offices with tools to build and manage high-quality investment portfolios.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.
Who invested in Allocate Holdings
16 investors across 3 rounds
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Questions about Allocate Holdings
Who invested in Allocate Holdings?
Allocate Holdings has 16 investors on record across 3 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Allocate Holdings raised?
Allocate Holdings has raised 3 venture rounds. Sign up free to see how much each round raised and the total.
When did Allocate Holdings last raise money?
Allocate Holdings's most recent round on record is a Series B, in Aug 2025.
What does Allocate Holdings do?
Allocate Holdings is a financial services company.
Where is Allocate Holdings headquartered?
Allocate Holdings is headquartered in Palo Alto, US.
Which VCs invest in companies like Allocate Holdings?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Allocate Holdings's stage. Their profiles are linked below.
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