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Allocate
by Allocate
What Allocate is
Allocate provides web-based infrastructure for wealth advisors and asset managers managing private markets investments. The platform coordinates investment access, fund vehicles, subscriptions, and portfolio operations. For wealth advisors, it offers white-labeled feeder and SPV solutions that it says can launch in as little as 30 days. For asset managers, it handles investor onboarding, subscription processing, capital calls, distributions, and tax reporting. Allocate also ingests fund documents, extracts data from reports, and provides consolidated private investment reporting with AI-assisted insights. Its curated opportunities span venture capital, growth equity, buyout, and private credit, drawing on relationships with more than 1,500 asset managers. Allocate says it integrates with major third-party wealth reporting systems while preserving firms’ existing reporting systems. Its listed security measures include SOC 2 Type II compliance, role-based access controls, encryption in transit and at rest, and MFA when available. Pricing is custom and depends on fund structure and expected investor count; it includes management servicing and administration fees, typically assessed to limited partners in the feeder vehicle.
Who it suits
Allocate suits wealth advisory firms, including RIAs, and asset managers seeking to manage private markets workflows or serve the wealth channel. Its feeder infrastructure is described as most valuable when expected aggregate investor interest is at least $10 million.
What it does well
- Coordinates subscriptions, capital calls, and distributions.
- Provides consolidated private investment reporting.
- Offers feeder and SPV solutions for advisors.
- States SOC 2 Type II compliance.
- Integrates with existing wealth reporting systems.
What to know first
- Pricing is custom and not listed.
- Feeder infrastructure is most valuable at $10 million or more in interest.
Limits
Pricing depends on fund structure and expected investor count, with management servicing and administration fees typically assessed to limited partners in the feeder vehicle. Allocate says asset-manager feeder infrastructure is most valuable when aggregate investor interest is expected to be at least $10 million.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Custom pricing | 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. | On request |
As allocate.co lists them, read 11 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://www.allocate.co/.
- Contact Allocate to request pricing and discuss fund structure and expected investor count.
- Arrange the offered 30-minute introductory call.
- Continue with a platform walkthrough tailored to your firm.
Verdict
Allocate combines private-market investment operations, vehicles, and reporting for advisors and asset managers. Firms should assess whether their expected investor interest fits the stated threshold and request custom pricing.
Questions
How much does Allocate cost?
Pricing is on request and depends on fund structure and expected investor count. The custom plan includes a management servicing fee and an administration fee, typically assessed to limited partners in the feeder vehicle.
Which firms does Allocate serve?
It serves wealth advisory firms, including RIAs, and asset managers seeking to engage the wealth channel.
What investment types does Allocate cover?
Its curated opportunities cover venture capital, growth equity, buyout, and private credit.
What platforms does Allocate support?
The listed platform is web.
Does Allocate work with other reporting systems?
Allocate says it is designed to work with existing reporting systems and integrates with major third-party wealth reporting systems.
What security measures does Allocate describe?
Allocate states that it is SOC 2 Type II compliant and describes role-based access controls, encryption at rest and in transit, MFA when available, continuous vulnerability scanning, and annual third-party penetration testing.
Facts from Allocate's own pages
- Allocation analysis
- Yes · allocate.co, 20 Sept 2026
- Asset class coverage
- multi_asset_alternatives · allocate.co, 20 Sept 2026
- Founded
- 2021 · allocate.co, 28 Sept 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, 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, 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, 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, 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, 11 Oct 2026
- Operations
- For asset managers, Allocate coordinates investor onboarding, subscription processing, capital calls, distributions, and tax reporting. · allocate.co, 11 Oct 2026
- Performance reporting
- Yes · allocate.co, 20 Sept 2026
- Portfolio insights
- Allocate automatically ingests documents, extracts data from fund reports, and provides consolidated private investment reporting with AI-assisted insights. · allocate.co, 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, 11 Oct 2026
- Security certification
- Allocate states that it is SOC 2 Type II compliant. · allocate.co, 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, 11 Oct 2026
- Security testing
- Allocate says it conducts continuous vulnerability scanning and annual third-party penetration testing. · allocate.co, 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, 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, 11 Oct 2026
Where Allocate stands on Freedom251
- Fund Administration Software#14 of 30
- Portfolio Management Software#73 of 81