allocate
Allocate is a modern investment platform focused on democratizing access to private market opportunities, founded in 2021.
Company facts
- Founded
- 2021
- Headquarters
- United States
- CEO
- Samir Kaji
About
Allocate is revolutionizing private market investments by providing innovative solutions that empower investment opportunities for family offices and individual investors. The company's mission is to democratize access to high-quality investment offerings that have historically been reserved for institutional players. By utilizing advanced analytics and a curated approach, Allocate bridges the gap between investors and the dynamic innovation economy. Founded in 2021 by industry veterans Samir Kaji and Hana Yang, Allocate leverages over 100 years of collective experience in the financial services sector. The firm aims to address the challenges that often accompany private market investing, including transparency, diligence, and accessibility. Through its digital platform, Allocate allows users to discover, analyze, and invest in top-tier venture funds and direct investment opportunities within the technology and healthcare sectors.