Allocate Revenue

Financial Services • Palo Alto, California, United States • 51-100 Employees

Allocate revenue & valuation

Annual revenue	$1,000,000
Revenue per employee	$12,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,200,000
Total funding	$40,500,000

Key Contact at Allocate

Samir Kaji

CEO and co-founder

Mobile @allocate.co

Company overview

Headquarters	Palo Alto, California, United States
Phone number	+16503314151
Website	allocate.co
NAICS	52
Keywords	Software, Venture Capital, Investing, Early Stage, Private Funds
Founded	2021
Employees	51-100
Socials

Allocate Email Formats

Allocate uses 4 email formats. The most common is {first name} (e.g., john@allocate.co), used 93.2% of the time.

Format	Example	Percentage
{first name}	john@allocate.co	93.2%
{first name}.{last name}	john.doe@allocate.co	3.4%
{2char}	{2char}@allocate.co	1.7%
{first initial}.{last name}	j.doe@allocate.co	1.7%

About Allocate

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.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Senior

Entry

Manager

Employees by Department

Allocate has 53 employees across 12 departments.

Departments

Number of employees

Funding Data

Explore Allocate's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2023-10-21	1	$10,000,000
2025-10-03	5	$30,500,000

Funding Insights

$40,500,000

Total funding amount

$30,500,000

Most recent funding amount

Number of funding rounds

Allocate Tech Stack

Discover the technologies and tools that power Allocate's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Workspace

Salesforce

CRM

Amazon Web Services

PaaS

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

CivicTheme

UI frameworks

HSTS

Security

Open Graph

Miscellaneous

Amazon CloudFront

CDN

Webflow

Page builders

Frequently asked questions

Allocate is located in Palo Alto, California, US.

You can reach Allocate at +16503314151.

Allocate generates an estimated annual revenue of $1,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Allocate has an estimated valuation of $3,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Allocate was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Allocate has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Allocate has raised a total of $40,500,000 across 2 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at Allocate

Samir Kaji

CEO and co-founder

Mobile @allocate.co

4.8

40,000 users