Allocate

What Allocate is

Allocate is web-based infrastructure for wealth advisors and asset managers handling private markets investing. It brings together investment access, fund vehicles, subscriptions, and portfolio operations. Wealth advisors can use white-labeled feeder and SPV solutions that Allocate says may launch in as little as 30 days. The platform ingests fund documents, extracts information from fund reports, and provides consolidated private investment reporting with AI-assisted insights. Curated opportunities cover venture capital, growth equity, buyout, and private credit, drawing on relationships with more than 1,500 asset managers. For asset managers, Allocate coordinates investor onboarding, subscription processing, capital calls, distributions, and tax reporting. It says the platform can work with existing wealth reporting systems and integrate with major third-party systems, although those systems are not named on the opened page. Allocate states that it is SOC 2 Type II compliant and uses role-based controls, encryption, MFA when available, vulnerability scanning, and annual third-party penetration testing. Pricing is custom and depends on fund structure and expected investor count.