Allocate

Raised $30.5M in a Series B round, announced 3 September 2025.

Total raised
$30.5M

Latest round Series BCountry United StatesSector Fintech

Round

$30.5MSeries B, 3 September 2025

Series B for automation, private equity and credit coverage; total raised $64M.

Amount
$30.5M
Stage
Series B
Announced
3 September 2025
Lead
Portage Ventures
Other investors
Andreessen Horowitz, M13, Fika Ventures
Use of funds
Series B for automation, private equity and credit coverage; total raised $64M.
Checked
Announced by the company
Sources
Allocate Raises $30.5 Million Series B to Modernize Private Market Investing - Business Wire businesswire.com
Allocate Raises $30.5 Million Series B to Modernize Private Market Investing - Business Wire Business Wire
Allocate Raises $30.5 Million Series B to Modernize Private Market Investing - Business Wire alleywatch.com
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Company

Platform automating private market investing for wealth advisors and family offices

Based in
Palo Alto, United States
Sector
Fintech
Website
allocate.co ↗

Links

Website
allocate.co ↗

Questions

How much has Allocate raised?

Allocate raised $30.5M in a Series B round, announced on 3 September 2025.

Who invested in Allocate?

Portage Ventures led. Investors include Portage Ventures, Andreessen Horowitz, M13 and Fika Ventures.