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.
Open positions
Founding People Partner Manager
About Allocate . Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports…
Founding Technical Recruiter
About Allocate Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports…
Sr. Software Engineer II - Full Stack
Senior Full Stack Engineer building features end-to-end for a private markets platform using C#, .NET, Vue.js, TypeScript, and Postgres. Emphasis on AI-first development with tools like Claude Code and Cursor in daily workflow.
Head of Design
Leads Allocate’s design function, shaping advisor/GP experiences for private markets platform; owns product design, team growth, and brand while ensuring clarity in complex financial workflows.
Sr. Data Engineer II
About Allocate Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines curated fund and…
Lead Product Manager, AI & Data Intelligence
ABOUT ALLOCATE Allocate is building the intelligent private markets operating system for the wealth channel. We give RIAs, family offices, and institutional allocators modern infrastructure for discovering, accessing,…
Senior Director/ Director, RIA Relationship Management (West Coast)
The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate’s growth with wealth advisory firms, specifically focused on [West Coast, Midwest, East Coast] RIAs. This role…