
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.
🔥 0 minutes ago
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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.
• Build rich user experiences for new products using Vue.js and TypeScript, from prototype through production • Partner with product and design to iterate on workflows and user experience • Deliver correct, stable, and security-compliant frontend software across client and admin portals • Design and implement features and endpoints in C#/.NET backend APIs • Design performant SQL/Postgres schema changes, including effective indexing • Build scalable, testable code that improves engineering maturity and efficiency across the stack • Own features end to end within an independent, cross-functional Agile squad • Use AI coding tools such as Claude Code, Cursor, or Codex as a primary workflow component • Evaluate emerging AI tools and agentic workflows and share effective practices with engineering • Ship production features spanning schema, API, and UI • Scope ambiguous problems autonomously and drive them to completion • Raise the team’s AI-assisted development capabilities through faster cycle times and repeatable patterns
• 5–10 years of experience building web applications • 5+ years of object-oriented software engineering experience in C#, Java, or similar • 3+ years of C# experience • 2+ years developing REST APIs • 3+ years with Vue.js • 1+ years with TypeScript • 5+ years with SQL-based databases, ideally Postgres • Ability to design schemas for performant applications • Track record delivering correct, stable, and security-compliant frontend software • Production experience using AI agents with tools such as Claude Code, Cursor, or Codex • Basic understanding of AWS services including S3, CloudFront, ECS/EKS • Proficiency with Git and Git-based work management tooling • Ability to work autonomously without supervision • Self-directed, innovative, action-oriented, and comfortable with ambiguity and failure • Bachelor's degree in Computer Science, a similar technical field, or equivalent real-world experience • All I-9 eligible candidates will be considered • Broadband internet connection required • Nice to have: ASP.NET Web API, Dapper, Entity Framework, FluentMigrator, agentic workflows, MCP integrations, LLM tooling, Docker, Docker Compose, CI pipelines, Terraform, AWS, and ECS/EKS
• Bonus eligibility • Equity eligibility • Medical insurance • Dental insurance • Vision insurance • 401(k) • Responsible vacation time (PTO) • Fully remote work • Company offsites • Broadband internet connection required
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