Allocate Employee Directory

Q: What is Allocate known for?

Allocate was founded in 2021. Allocate operates in the Financial Services industry.

Q: How many employees does Allocate have currently?

Allocate has approximately 90 employees.

Q: Who are Allocate's key employees and leadership?

Allocate's key employees include: Coo, Gc & Cco: S. C., Chief Product Officer: M. G., Chief Design Officer: S. D., Vice President Operations: F. S., Head Of Engineering: J. C..

Financial ServicesCalifornia, United States51-200 Employees

Allocate is the intelligent operating system for private market investing, equipping wealth advisory firms and institutional family offices with modern infrastructure to seamlessly source, build, and manage high-quality private portfolios with one modern technology interface. Allocate’s platform leverages AI-driven investment management, comprehensive administration, and personalized access to opportunities at reduced minimums, making private market investing more efficient, transparent, and responsible.

Find Allocate employees' phone numbers or email addresses

Allocate Global Highlights

North America
77

United States Of America
76
Canada
1

South America
3

Colombia
3

Allocate's Leadership

S. C.
Coo, Gc & Cco
Mobile Phone
Email
M. G.
Chief Product Officer
Mobile Phone
Email
S. D.
Chief Design Officer
Mobile Phone
Email
F. S.
Vice President Operations
Mobile Phone
Email
J. C.
Head Of Engineering
Mobile Phone
Email
N. M.
Managing Director, Investments
Mobile Phone
Email
C. J. P.
Director, Client Solutions
Mobile Phone
Email
A. C.
Director, Relationship Manager
Mobile Phone
Email

Contact profiles from Allocate

Name

Title

Contact Info

Location

Last Update

M. G.
Chief Product Officer
Mobile Phone
Email
United StatesMassachusetts
Dec 11, 2025
S. C.
Coo, Gc & Cco
Mobile Phone
Email
United StatesConnecticut
Dec 11, 2025
S. D.
Chief Design Officer
Mobile Phone
Email
United StatesNew York
Nov 14, 2025
F. S.
Vice President Operations
Mobile Phone
Email
Bay
Nov 18, 2025
J. C.
Head Of Engineering
Mobile Phone
Email
United StatesMassachusetts
Dec 11, 2025
N. M.
Managing Director, Investments
Mobile Phone
Email
United StatesTexas
Oct 28, 2025
C. J. P.
Director, Client Solutions
Mobile Phone
Email
United States
Nov 10, 2025
A. C.
Director, Relationship Manager
Mobile Phone
Email
United StatesNew York
Dec 14, 2025
J. R.
Managing Director
Mobile Phone
Email
United StatesWisconsin
Nov 18, 2025
J. G.
Director, Investments
Mobile Phone
Email
United StatesTexas
Apr 07, 2025

Frequently Asked Questions

What is Allocate known for?

Allocate was founded in 2021 operates in the Financial Services industry. Explore Allocate's company overview page for more information.

What is Allocate's most common email format?

Allocate employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allocate email formats with LeadIQ.

How many employees does Allocate have currently?

Allocate has approximately 90 employees as of December 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are Allocate's key employees and leadership?

As of December 2025, Allocate's key employees include:

Coo, Gc & Cco: S. C.
Chief Product Officer: M. G.
Chief Design Officer: S. D.
Vice President Operations: F. S.
Head Of Engineering: J. C.

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