Allocate
allocate.co
Spec sheet
- Purpose
- Allocate provides infrastructure for wealth advisors and asset managers to manage private markets investing, including investment access, fund vehicles, subscriptions, and portfolio operations.Read 11 Oct 2026 · allocate.co
- Integrations
- Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened.Read 11 Oct 2026 · allocate.co
- Support
- The contact page says a team member responds to inquiries and offers a 30-minute introductory call followed by a platform walkthrough tailored to the firm.Read 11 Oct 2026 · allocate.co
- Founded
- 2021Read 28 Sep 2026 · allocate.co
- Allocation analysis
- YesRead 20 Sep 2026 · allocate.co
- Asset class coverage
- multi_asset_alternativesRead 20 Sep 2026 · allocate.co
- Fund vehicles
- Allocate offers white-labeled feeder and SPV solutions, which it says can launch in as little as 30 days for wealth advisors.Read 11 Oct 2026 · allocate.co
- Integration approach
- Allocate says its platform works with existing reporting systems and is designed to preserve them while coordinating private markets workflows.Read 11 Oct 2026 · allocate.co
- Investment offerings
- Its curated opportunities cover venture capital, growth equity, buyout, and private credit, drawing on relationships with more than 1,500 asset managers.Read 11 Oct 2026 · allocate.co
- Notable limits
- Allocate says its asset-manager feeder infrastructure is most valuable when aggregate investor interest is expected to be at least $10 million, with smaller commitments such as $100,000–$500,000 cited as examples.Read 11 Oct 2026 · allocate.co
- Operations
- For asset managers, Allocate coordinates investor onboarding, subscription processing, capital calls, distributions, and tax reporting.Read 11 Oct 2026 · allocate.co
- Performance reporting
- YesRead 20 Sep 2026 · allocate.co
- Portfolio insights
- Allocate automatically ingests documents, extracts data from fund reports, and provides consolidated private investment reporting with AI-assisted insights.Read 11 Oct 2026 · allocate.co
- Security certification
- Allocate states that it is SOC 2 Type II compliant.Read 11 Oct 2026 · allocate.co
- Security controls
- Allocate says it uses role-based access controls, encrypts data at rest with AES-256-GCM and in transit with TLS 1.2/1.3, and enforces MFA when available.Read 11 Oct 2026 · allocate.co
- Security testing
- Allocate says it conducts continuous vulnerability scanning and annual third-party penetration testing.Read 11 Oct 2026 · allocate.co
- Who it serves
- The platform is for wealth advisory firms, including RIAs, and asset managers seeking to engage the wealth channel.Read 11 Oct 2026 · allocate.co
Plans and prices
Custom pricing Priced on request Pricing depends on fund structure and expected investor count; includes a management servicing fee plus an administration fee, typically assessed to limited partners in the feeder vehicle. Read 11 Oct 2026 · allocate.co
Where Specifiction places it
- Fund Administration Software#12 of 307.6
- Portfolio Management Software#73 of 817.0
