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Allocate Stock
Allocate provides a private markets platform that enables advisors and family offices to manage tailored investment portfolios.
About Allocate Stock
Founded
2021
Headquarters
Menlo Park, CA, US
Industries
Financial Services, Lending and Investments, Blockchain and Crypto
Allocate Press Mentions
Stay in the know about the latest news on Allocate
Allocate: $30.5 Million Secured For Expanding AI-Based Platform For Private Market Investing
pulse2 • Sep 12, 2025
Allocate Raises $30.5M to Expand Its AI-Driven Private Market Tech
builtinsf • Sep 12, 2025
Allocate Raises $30.5 Million Series B to Modernize Private Market Investing
vcaonline • Sep 04, 2025
Allocate Raises $30.5 Million Series B to Modernize Private Market Investing
businesswire • Sep 04, 2025
Daily Digest: Anthropic gets funding while OpenAI sells shares and makes an acquisition
bizjournals • Sep 04, 2025
Allocate Management
Leadership team at Allocate
Co-Founder and Chief Executive Officer
Samir Kaji
Managing Director
Matt Curtolo
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Trading Allocate Stock
How to invest in Allocate stock?
Accredited investors can buy pre-IPO stock in companies like Allocate through EquityZen funds. These investments are made available by existing Allocate shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.
How to sell Allocate stock?
Shareholders can sell their Allocate stock through EquityZen's private company marketplace. EquityZen's network includes over 390K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.
Why choose EquityZen?
Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 48K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."