Allocate
Allocate is a company based in United States. Builders in Fintech has recorded 2 equity rounds for Allocate, most recently a series b round of $30.5M on 3 September 2025.
Added ·
- SEC · Investment adviser · Registered
- $35.5M
- Series B · $30.5M · 3 September 2025 · led by Portage Ventures
Timeline
Series B · $30.5M · Portage Ventures (lead), Andreessen Horowitz, Fika Ventures, M13
Unspecified · $5M · Anthemis Group, Basis Set Ventures, Broadhaven Ventures, Fika Ventures, Liquid 2 Ventures, Tusk Venture Partners, Ulu Ventures, Urban Innovation Fund
All funding rounds in the database
Product
Private markets platform for wealth advisors
Wealth and investing
Allocate is an operating system for private markets investing aimed at wealth advisors and asset managers. It helps them source and diligence venture and private equity funds, build private market programmes for clients, handle subscriptions and capital calls, and report on performance alongside the rest of a client's portfolio, all from a single workspace.
Agent access
- llms.txt
- Open
- MCP server
- https://mcp.allocate.co/mcp
Description from the company website
Agent-Ready 3/5
- Discoverable — Can an agent find and read it?Found
- Documented — Can it understand the API without a login?Not found on 3 November 2026
- Testable — Can it try the API without a sales call?Not found on 3 November 2026
- Connectable — Can it connect directly (MCP)?Found
- Trusted — Can it see who runs it securely?Found
Description from the company website · Source
Licences & registrations
ALLOCATE MANAGEMENT COMPANY, LLC
Investment adviser · SEC · United States
From public registers as of the last-checked date. Always confirm on the regulator's register before relying on it.