
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.
🔥 43 minutes ago
Improve your chances of getting an interview by checking your resume score before you apply.

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.
• Drive rapid feedback loops between prototyping, client input, and production — compressing weeks into days. • Keep multiple parallel workstreams moving without creating bottlenecks or bureaucracy. • Identify what's blocking a maker and remove it — same day. • Keep leadership and key stakeholders informed with signal, not noise: what shipped, what's at risk, what needs a decision. • Create clarity and momentum in ambiguous environments. • Identify and surface risks and cross-team dependencies before they become problems. • Protect the team’s focus so builders can build. • Help the team prioritize the work that matters most right now. • Treat process as a product — continuously improving it as the team evolves. • Use AI tools (Cursor, v0, Claude, etc.) to prototype, draft specs, generate briefs, and unblock the team. • Contribute directly to delivery rather than only coordinating others. • Continuously experiment with new AI tooling and share what works across the team. • Build lightweight systems that improve alignment without slowing teams down. • Ensure distributed teams communicate effectively across time zones.
• Experience shipping real products in fast-moving startup environments; early-stage startup experience strongly preferred. • A maker mindset — you would rather prototype a solution than write a slide deck about it. • Strong familiarity with modern AI tooling and curiosity about how it changes how teams build software. • You are comfortable using AI tools in your daily workflow to improve productivity and coordination. • Strong judgment about when to move fast and when to slow down — and the credibility to call it either way. • The ability to hold context across business, product, design, and engineering without requiring rigid handoff processes. • Excellent communication skills — async-first, direct, and oriented toward decisions rather than status updates. • Comfort operating in ambiguity; you create structure rather than waiting for it. • High ownership and accountability — when something is stuck, you make it move. • Experience working with distributed teams. • A Bachelor’s degree. Studies in Computer Science, Engineering, Business, or a related field (or equivalent experience) would be helpful.
• Medical • Dental • Vision • Responsible time off (RTO) • 401K
Apply Now🔥 2 hours ago
Technical Delivery Manager leading technical projects in a healthcare technology firm. Collaborating with engineering and operations teams in a fast-paced, Agile environment.
🇺🇸 United States – Remote
💵 $110k - $150k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤓 Technical Project Manager
🔥 4 hours ago
Technical Delivery Manager leading the design and operations of cloud data platforms for multiple enterprise customers at phData. Collaborating with technical and management teams to ensure successful outcomes.
🇺🇸 United States – Remote
💰 $2.5M Seed Round on 2018-03
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤓 Technical Project Manager
🦅 H1B Visa Sponsor
🔥 5 hours ago
Technical Delivery Manager responsible for healthcare technology projects ensuring on-time delivery and quality standards. Leading development teams and managing project lifecycles to meet business requirements.
🇺🇸 United States – Remote
💵 $114.7k - $149k / year
💰 Venture Round on 2009-01
⏰ Full Time
🟠 Senior
🔴 Lead
🤓 Technical Project Manager
🦅 H1B Visa Sponsor
🔥 5 hours ago
Technical Delivery Manager overseeing healthcare technology projects, coordinating team efforts and managing deliverables for timely, quality completion.
🇺🇸 United States – Remote
💵 $114.7k - $149k / year
💰 Venture Round on 2009-01
⏰ Full Time
🟠 Senior
🔴 Lead
🤓 Technical Project Manager
🦅 H1B Visa Sponsor
🔥 9 hours ago
Digital Project Manager at Centerbase managing implementation for law firms, ensuring customer success through effective project management and coordination across teams.
🇺🇸 United States – Remote
💵 $70k - $80k / year
💰 Debt financing on 2022-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤓 Technical Project Manager