Allocate vs Valence
Allocate
allocate.coValence
vectorais.comSide by side
| Figure | Allocate | Valence |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Fund Administration Software | 7.6 (#12) | 7.1 (#24) |
| Founded | 2021 | 2021 |
| Purpose | Allocate provides infrastructure for wealth advisors and asset managers to manage private markets investing, including investment access, fund vehicles, subscriptions, and portfolio operations. | Valence is a proprietary fund operations platform built for closed-end private market funds, supporting accounting, reporting, and investor communication workflows. |
| 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. | Customers can contact Valence Support by emailing [email protected]. |