Allocate
Private markets infrastructure for wealth advisory firms and asset managers: subscriptions, capital flows and portfolio operations
Highlights
- Young companyFounded 2021
- New on EvolcAdded 2026-11-14
About Allocate
Allocate builds an operating system for private markets investing in the wealth advisory channel. Its platform automates subscriptions, capital flows, vehicle administration and portfolio operations, and it integrates with major wealth reporting platforms. Its offerings also include white-label fund structures and fund administration.
Its customers are wealth advisory firms that build private markets programs and asset managers that access wealth channel capital. The company's website cites 430+ wealth advisory firms, 1,500+ fund manager relationships and $5.7B+ in assets as of 11/01/2026.
Allocate was founded in 2021 by Samir Kaji and Hana Yang. It is headquartered in Palo Alto, California, with an office in New York. The company reports over $60MM in funding from institutional investors and has open roles in relationship management, engineering, data, fund finance and people operations.
Product: Operating system for private markets covering subscriptions, capital flows, vehicle administration and portfolio reporting for wealth advisors and asset managers.
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Analytics 4Medium confidence
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- Integration code on pageinline script loader
Content delivery
- CloudflareHigh confidence
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- Response headerserver
- Response headerserver
- Response headerserver
Content management
- WebflowHigh confidence
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- Website resourcedeclared script/iframe or software asset
- Website resourcedeclared script/iframe or software asset
CRM & customer data
- HubSpotMedium confidence
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Detection evidence
- Integration code on pageinline script loader
- Integration code on pageinline script loader
- Integration code on pageinline script loader
Hosting
- AWSHigh confidence
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Detection evidence
- Website resourcedeclared script/iframe or software asset
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.