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Allocate
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 High growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Palo Alto, California, United States Founded 2021 51-100 employees For Profit
Allocate provides a private markets platform that enables advisors and family offices to manage tailored investment portfolios.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
1
Monthly Visits
Available in Pro Contacts
39
Patents
0
2 trademarks
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 75
- Patents granted
- 0
- Trademarks
- 2
- IT spend
- $74K
Company Info
- Founded
- 2021
- Employees
- 51-100
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 2
- News articles
- 25
- HQ
- Palo Alto, California, United States
- Region
- San Francisco Bay Area, Silicon Valley, West Coast
- Diversity spotlight
- Women Founded
Signals & Scores
- Heat score
- High
- Growth score
- High
- Trend (7d)
- -0.1
- Trend (30d)
- 1.3
- Trend (90d)
- 6.6
- Last leadership hire
- Jul 7, 2026
Acquisitions by Allocate
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39
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