- Home
- Fund Administration Software
- Allocate
On the recordRead 11 Oct 202617 facts
Allocate
Allocate · Palo Alto, California, USA · founded 2021
Plans and prices
Custom pricing
Priced on request
Pricing depends on fund structure and expected investor count; includes a management servicing fee plus an administration fee, typically assessed to limited partners in the feeder vehicle.
Read 11 Oct 2026 · allocate.co
On the record
- Allocation analysis
- Yesallocate.co · read 20 Sep 2026
- Asset class coverage
- multi_asset_alternativesallocate.co · read 20 Sep 2026
- Fund vehicles
- Allocate offers white-labeled feeder and SPV solutions, which it says can launch in as little as 30 days for wealth advisors.allocate.co · read 11 Oct 2026
- Integration approach
- Allocate says its platform works with existing reporting systems and is designed to preserve them while coordinating private markets workflows.allocate.co · read 11 Oct 2026
- Integrations
- Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened.allocate.co · read 11 Oct 2026
- Investment offerings
- Its curated opportunities cover venture capital, growth equity, buyout, and private credit, drawing on relationships with more than 1,500 asset managers.allocate.co · read 11 Oct 2026
- Notable limits
- Allocate says its asset-manager feeder infrastructure is most valuable when aggregate investor interest is expected to be at least $10 million, with smaller commitments such as $100,000–$500,000 cited as examples.allocate.co · read 11 Oct 2026
- Operations
- For asset managers, Allocate coordinates investor onboarding, subscription processing, capital calls, distributions, and tax reporting.allocate.co · read 11 Oct 2026
- Performance reporting
- Yesallocate.co · read 20 Sep 2026
- Portfolio insights
- Allocate automatically ingests documents, extracts data from fund reports, and provides consolidated private investment reporting with AI-assisted insights.allocate.co · read 11 Oct 2026
- Purpose
- Allocate provides infrastructure for wealth advisors and asset managers to manage private markets investing, including investment access, fund vehicles, subscriptions, and portfolio operations.allocate.co · read 11 Oct 2026
- Security certification
- Allocate states that it is SOC 2 Type II compliant.allocate.co · read 11 Oct 2026
- Security controls
- Allocate says it uses role-based access controls, encrypts data at rest with AES-256-GCM and in transit with TLS 1.2/1.3, and enforces MFA when available.allocate.co · read 11 Oct 2026
- Security testing
- Allocate says it conducts continuous vulnerability scanning and annual third-party penetration testing.allocate.co · read 11 Oct 2026
- Support
- The contact page says a team member responds to inquiries and offers a 30-minute introductory call followed by a platform walkthrough tailored to the firm.allocate.co · read 11 Oct 2026
- Who it serves
- The platform is for wealth advisory firms, including RIAs, and asset managers seeking to engage the wealth channel.allocate.co · read 11 Oct 2026
