Remote Jobs at Allocate
Allocate
51 - 200 employees
Founded 2021
☁️ SaaS
💳 Fintech
🤝 B2B
🔥 Funding within the last year
💰 $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.
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