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Insights

Digital Investment Platform Allocate offers a digital investment platform that caters to all types of investors, providing a programmatic and efficient way to access high-quality venture capital funds. This accessibility can be leveraged in sales pitches to highlight the ease of investment and democratization of venture capital opportunities.

Focused on Alternative Investments As the demand for alternative investments grows, Allocate's focus on offering these opportunities aligns with current market trends. Highlighting this specialized focus in sales conversations can attract investors seeking diversification beyond traditional options.

Tech-Savvy Approach Utilizing a tech stack that includes SoapUI, Python, and D3.js, Allocate demonstrates a commitment to innovation and efficiency. Sales teams can emphasize this tech-savvy approach to reassure clients of the platform's reliability and security.

Untapped Investor Market By targeting investors who are not institutional or industry insiders, Allocate opens up a vast untapped market. Sales development representatives can highlight this unique selling point to showcase the platform's inclusivity and broad appeal to a wider investor base.

Competitive Landscape Differentiation Compared to similar companies like BambooHR and SAP SuccessFactors that focus on HR, Allocate's specialization in financial services sets it apart in the market. This differentiation can be leveraged in sales pitches to emphasize the company's expertise and tailored solutions for investors.

Allocate Tech Stack

Allocate uses 8 technology products and services including SoapUI, Sentry, D3.js, and more. Explore Allocate's tech stack below.

  • SoapUI
    Data Management Platforms
  • Sentry
    Issue Trackers
  • D3.js
    Javascript Graphics
  • jQuery
    Javascript Libraries
  • scikit-learn
    Machine Learning
  • Python
    Programming Languages
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management

Media & News

Allocate's Email Address Formats

Allocate uses at least 1 format(s):
Allocate Email FormatsExamplePercentage
First@allocate.coJohn@allocate.co
49%
First.Last@allocate.coJohn.Doe@allocate.co
1%
FirstLast@allocate.coJohnDoe@allocate.co
1%
First@allocate.coJohn@allocate.co
49%

Frequently Asked Questions

Where is Allocate's headquarters located?

Minus sign iconPlus sign iconAllocate's main headquarters is located at Menlo Park, CA 94025 US. The company has employees across 1 continents, including North America.

What is Allocate's official website and social media links?

Minus sign iconPlus sign iconAllocate's official website is allocate.co and has social profiles on LinkedIn.

How much revenue does Allocate generate?

Minus sign iconPlus sign icon As of December 2024, Allocate's annual revenue reached $3.8M.

What is Allocate's NAICS code?

Minus sign iconPlus sign iconAllocate's NAICS code is 52 - Finance and Insurance.

How many employees does Allocate have currently?

Minus sign iconPlus sign iconAs of December 2024, Allocate has approximately 67 employees across 1 continents, including North America. Key team members include Chief Product Officer: M. G.Chief Design Officer: S. D.Vice President Operations: F. S.. Explore Allocate's employee directory with LeadIQ.

What industry does Allocate belong to?

Minus sign iconPlus sign iconAllocate operates in the Financial Services industry.

What technology does Allocate use?

Minus sign iconPlus sign iconAllocate's tech stack includes SoapUISentryD3.jsjQueryscikit-learnPythonX-XSS-ProtectionGoogle Tag Manager.

What is Allocate's email format?

Minus sign iconPlus sign iconAllocate's email format typically follows the pattern of . Find more Allocate email formats with LeadIQ.

How much funding has Allocate raised to date?

Minus sign iconPlus sign icon As of December 2024, Allocate has raised $10M in funding. The last funding round occurred on Sep 21, 2023 for $10M.

When was Allocate founded?

Minus sign iconPlus sign iconAllocate was founded in 2021.
Allocate

Allocate

Financial ServicesCalifornia, United States51-200 Employees

Alternative investments have become a growing staple in investor portfolios as investors continue to seek better portfolio diversification and higher returns. However investing in and alongside the most promising venture funds is primarily limited to institutional investors and industry insiders.  We are here to change that. 

What we do: 

Allocate is a digital investment platform that provides all types of investors with a programmatic and efficient way to discover and invest in high quality emerging and established venture capital funds, while providing fund managers with a streamlined way to access the fragmented private wealth market.

Section iconCompany Overview

Headquarters
Menlo Park, CA 94025 US
Website
allocate.co
NAICS Code
52 - Finance and Insurance
Founded
2021
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Allocate has raised a total of $10M of funding over 3 rounds. Their latest funding round was raised on Sep 21, 2023 in the amount of $10M.

  • $10M

    Allocate's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Allocate has raised a total of $10M of funding over 3 rounds. Their latest funding round was raised on Sep 21, 2023 in the amount of $10M.

  • $10M

    Allocate's revenue is in the range of $10M

Company Leadership

  • Stylized image of a person
    M. G.
    Chief Product Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. D.
    Chief Design Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. S.
    Vice President Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Vice President Of Engineering
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Head Of Financial Product Operations
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    F. S.
    Vice President Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Vice President Of Engineering
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Head Of Financial Product Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. M.
    Managing Director, Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. R.
    Managing Director
    Phone icon
    Mobile Phone

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