
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.
🔥 1 hour ago
🇺🇸 United States – Remote
💵 $145k - $175k / year
⏰ Full Time
🟠 Senior
💻 Frontend Engineer / Web Developer
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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.
• Leverage the latest web technologies to develop rich but simple user experiences for new products in development • Work with our product team to iterate on designs and user experience flows • Work as part of an independent, cross-functional squad to deliver critical retail and admin portal features across the technology stack • Build reusable, testable code that will help drive engineering maturity and efficiency
• 5-10 years of experience building web applications • 3-5 years of experience using Vue.Js front-end framework • 1-3 years of experience with TypeScript • Experience delivering frontend software that is correct, stable, and security compliant • Autonomy and ownership - can work without supervision • AI-first development mindset. Comfortable using tools like Claude Code, Cursor, or Codex as a primary part of your workflow, not an occasional assist • Real experience shipping production code with AI agents and strong opinions on where these tools excel and where they fall short. • Attention to detail and an understanding of what makes a good user experience • Ability to participate in a Git-based development environment with standard work management tooling • Basic understanding of common AWS services (S3, CloudFront, etc) and how they can be applied to solve business problems • Entrepreneurial spirit. You are self-directed, innovative, and biased towards action in fast-paced environments. You love to build new things and thrive in ambiguity and even failure
• Medical, dental, and vision • 401(k) • Responsible vacation time (PTO)
Apply Now🔥 1 hour ago
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