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.
Senior Software Engineer II – Backend
🔥 16 minutes ago
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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.
📋 Description
• Design & implement new features and endpoints in backend APIs • Design & implement schema changes to support these new features • Participate in an Agile-based development environment • Work as part of an independent, cross-functional squad to deliver critical features for our platform • Build high-quality, scalable, and testable code that will help drive engineering maturity and efficiency
🎯 Requirements
• 5+ years of object-oriented software engineering experience (C#, Java, etc) • 5+ years of experience with SQL-based databases (Postgres ideally) • Must understand how to design a schema that will result in a performant application • 3+ years C# experience • 2+ years experience developing REST APIs • Proficiency with Git and version control systems in general • Hands-on experience with AI-assisted development tools such as Claude Code, OpenAI’s Codex, or Cursor
🏖️ Benefits
• Medical, dental, and vision • 401(k) • Responsible vacation time (PTO)
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