Allocate
by Allocate
Information provided by Allocate, reviewed by Builders in Fintech.
Private markets platform for wealth advisors
- Category
- Wealth and investing
- API
- Not available
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
Company-provided, not part of the CC BY dataset.