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
Quality 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…
Senior Fund Accountant
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…
Senior Technical Project Manager
Senior Technical Project Manager at Allocate, a fintech company modernizing private markets with an AI-native product organization, accelerating delivery from idea to production in days.
Data Platform Engineer
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…
Corporate Counsel
Job Responsibilities As a member of Allocate’s legal team, you will play a dynamic and vital role in supporting Allocate’s long-term growth. You will be responsible for providing comprehensive assistance with fund…