Allocate is the intelligent operating system for private market investing, equipping wealth advisory firms with modern infrastructure to seamlessly build and manage high-quality alternative portfolios with one modern technology interface.
| Website | http://www.allocate.co |
| Employees | 106 (79 on RocketReach) |
| Founded | 2021 |
| Industry | Financial Services |
| Keywords | Alternative Investments, Investment Management, Asset Allocation, Limited Partners, Portfolio Diversification, Portfolio Management, Investment Strategies, Institutional Investors, Venture Capital, Wealth Management, Returns Optimization, High Net Worth, Private Equity, Financial Technology, Risk Management, Hedge Funds, Fintech, Due Diligence, Fund Investing, Deal Sourcing |
| Competitors | Workday, SAP, Oracle, Ascender HCM, ADP, Yell, Ultimate Software, Cornerstone OnDemand, Paycor, BambooHR +51 more (view full list) |
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Allocate Questions
Samir Kaji is the CEO and co-founder of Allocate.
79 people are employed at Allocate.
Allocate is based in Palo Alto, California.
Top Allocate Employees
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Samir Kaji
CEO and co-founder at Allocate
Menlo Park, CA, US35+ -
Matt Dunn
Chief Revenue Officer at Allocate
Mill Valley, CA, US25+ -
Matt Gittlitz
Chief Product Officer at Allocate
Boston, MA, US25+ -
Jeff Ridolfi
Managing Director at Allocate
Pewaukee, WI, US15+ -
Nic Millikan
Managing Director, Investments at Allocate
Austin, TX, US24 -
Peter Epstein
Managing Director at Allocate
New York, NY, US22 -
Tracy Gallagher
Head of Investment Strategy at Allocate
California, United States25+ -
Charlotte Malloch
Head of Feeder Operations at Allocate
New York, NY, US25+ -
Jeremy Caron
Head of Engineering at Allocate
Boston, MA, US25
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