
51 - 200 employees
Founded 2021
☁️ SaaS
💳 Fintech
🤝 B2B
💰 $30.5M Series B - Allocate on 2025-09
SaaS • Fintech • B2B
Allocate is an enterprise software platform that provides intelligent infrastructure for private markets investing, primarily serving wealth advisory firms (RIAs) and asset managers. The platform enables curated private markets access, white‑labeled fund and SPV vehicle creation, aggregated SPVs to accept sub‑minimum commitments, and AI‑powered portfolio data aggregation, document extraction, and workflow tools for lifecycle reporting and operations. Allocate emphasizes integration with existing reporting systems, SOC 2 Type II security controls, and supports firms across a wide AUM range; as of 07/22/2026 it reports $5B+ assets on platform, 375+ wealth advisory firm clients, and 1,500+ private asset manager relationships.
Selected: 🆕 Date Added.
🕒 October 9
Quality Engineer automating Playwright, API, and E2E tests for Allocate’s private-market investment platform. Leveraging AI tools to expand coverage and improve product quality.
🇺🇸 United States – Remote
💵 $105k - $125k / year
💰 $30.5M Series B - Allocate on 2025-09
⏰ Full Time
🟢 Junior
🟡 Mid-level
🔧 QA Engineer (Quality Assurance)
👻 Ghost score 1%
🕒 September 10
Senior Fund Accountant managing accounting, reporting, and distributions for Allocate’s private-market investment platform. Reviewing complex fund terms, audits, and workflow automation.
🇺🇸 United States – Remote
💵 $140k - $160k / year
💰 $30.5M Series B - Allocate on 2025-09
⏰ Full Time
🟠 Senior
💲 Accountant / Accounting
👻 Ghost score 6%
🕒 August 18
Senior full-stack engineer building Allocate’s private-market investment platform. Shipping Vue, TypeScript, C#/.NET, API, and database features end to end.
🇺🇸 United States – Remote
💵 $145k - $175k / year
💰 $30.5M Series B - Allocate on 2025-09
⏰ Full Time
🟠 Senior
🧑💻 Full-stack Engineer
👻 Ghost score 14%
🕒 July 28
Senior Technical Project Manager at Allocate, enhancing product delivery through rapid feedback and AI tooling. Focus on removing blockers and improving team efficiency in a startup environment.
🇺🇸 United States – Remote
💵 $155k - $170k / year
💰 $30.5M Series B - Allocate on 2025-09
⏰ Full Time
🟠 Senior
🤓 Technical Project Manager
👻 Ghost score 22%
🕒 July 27
AI / Extraction Engineer developing machine-learning models for Allocate's platform. Building and evaluating models to enhance AI capabilities in private market investing.
🇺🇸 United States – Remote
💵 $165k - $185k / year
💰 $30.5M Series B - Allocate on 2025-09
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤖 Machine Learning Engineer
👻 Ghost score 22%