Insights

Advisor Network Expansion Dynasty Financial Partners has signed Allocate as a recommended private markets platform for its network of about 725 financial advisors, signaling a scalable channel to reach large advisory firms.

Leadership and Research Recent appointments in investment research and strategy strengthen Allocate's edge for research driven portfolios, creating a sales angle to offer premium research and strategy modules to clients.

Private Markets Growth The partnership with Valhalla Group to accelerate private markets operations signals demand for integrated workflow solutions, ideal for wealth managers expanding into private assets.

Education Channel Allocate Institute provides an educational channel to onboard new customers and nurture a community of private market participants, offering opportunities to monetize training and content subscriptions.

AI Driven Platform A technology stack featuring OpenAI and Claude Code along with security tools positions Allocate as an AI driven platform for private markets, presenting upsell potential for AI powered research, portfolio construction, risk analytics, and data integration.

Allocate Tech Stack

Allocate uses 8 technology products and services including Storyblok, Dropbox, Claude Code, and more. Explore Allocate's tech stack below.

Storyblok

Content Management System

Dropbox

Digital Asset Management

Claude Code

Generative Ai

OpenAI

Generative Ai

TriNet

Human Resource Management System

Notion

Page Builders

Akamai Bot Manager

Security

Google Tag Manager

Tag Management

Allocate Email Formats	Example	Percentage
First@allocate.co	John@allocate.co	95%
First.Last@allocate.co	John.Doe@allocate.co	3%
FirstLast@allocate.co	JohnDoe@allocate.co	2%

Allocate Email Formats

Example

Percentage

First@allocate.co

John@allocate.co

95%

First.Last@allocate.co

John.Doe@allocate.co

FirstLast@allocate.co

JohnDoe@allocate.co

Frequently Asked Questions

Where is Allocate's headquarters located?

Allocate's main headquarters is located at Palo Alto, California 94301 United States. The company has employees across 1 continents, including North America.

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

Allocate's official website is allocate.co and has social profiles on LinkedIn Crunchbase.

What is Allocate's NAICS code?

Allocate's NAICS code is 52 - Finance and Insurance.

How many employees does Allocate have currently?

As of June 2026, Allocate has approximately 89 employees across 1 continents, including North America. Key team members include Coo, Gc & Cco: S. C.Chief Product Officer: M. G.Chief Design Officer: S. D.. Explore Allocate's employee directory with LeadIQ.

What industry does Allocate belong to?

Allocate operates in the Financial Services industry.

What technology does Allocate use?

Allocate's tech stack includes StoryblokDropboxClaude CodeOpenAITriNetNotionAkamai Bot ManagerGoogle Tag Manager.

What is Allocate's email format?

Allocate's email format typically follows the pattern of First@allocate.co. Find more Allocate email formats with LeadIQ.

When was Allocate founded?

Allocate was founded in 2021.

Allocate

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

Allocate's official website is allocate.co. Allocate has social profiles on LinkedIn.

Q: How many employees does Allocate have currently?

Allocate has approximately 89 employees.

Q: What technology does Allocate use?

Allocate's tech stack includes Power BI, Microsoft, Amazon Elastic Kubernetes Service, LinkedIn, Adobe Illustrator.

Q: What is Allocate's NAICS code?

Allocate's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States51-200 Employees

Allocate operates in the financial services sector from Palo Alto, California, and offers a technology platform that coordinates private market investing. The platform provides wealth advisory firms with a cohesive infrastructure and a single interface to build and manage high-quality alternative portfolios.

Its target customers are wealth advisory networks seeking more efficient access to private markets. In June 2026, Dynasty Financial Partners designated Allocate as a recommended private markets investment provider and platform for its network of about 725 financial advisors. Allocate has also expanded its educational reach with the launch of Allocate Institute in 2024 to support private market participants.

Insights

Similar companies to Allocate

BambooHR

SuccessFactors

Namely

Paycor

SAP Concur

Paycom

Cornerstone OnDemand

Workday

Allocate Tech Stack

Media & News

Allocate Holdings Inc. signed new client Dynasty Financial Partners, LLC on Jun 10th '26.

Allocate Holdings Inc. hired Matt Dunn as Advisor on May 1st '26.

Allocate Holdings Inc. partners with Valhalla Group.

Allocate Holdings Inc. receives financing of $30.5M in Series B.

Allocate Holdings Inc. attended event Beyond Summit on May 19th '25.

Allocate Holdings Inc. launches Allocate Institute.

M13 invests into Allocate Holdings Inc. $10M.

Allocate's Email Address Formats