FundedIQ
Financial Services

Allocate: Funding, Investors & Team (Aug 2026)

Allocate is a platform that allows investors to explore and put their money into top-notch venture funds.

www.allocate.co LinkedIn Menlo Park, United States 51-100 employees
Total raised
$30.3M
Rounds
3
Latest
Undisclosed round
Sep 2023

Allocate has raised $30.3M across 3 funding rounds on record, the most recent an undisclosed round of $10.0M announced in Sep 2023.

That round is below the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.

Allocate Company Profile and Key Stats

Total funding raised
$30.3M
across 3 rounds on record
Funding rounds on record
3
Latest funding round
Undisclosed round
$10.0M in Sep 2023
Employees
51-100
reported band
Headquarters
Menlo Park, United States

Latest funding round on record: Sep 2023.

Allocate Funding Rounds

Date
Round
Amount
Undisclosed round
$10.0M
Series A
$15.3M
Seed
$5.0M

Allocate raised $5.0M in a Seed announced in Jul 2021.

10 months later, a Series A of $15.3M was announced in May 2022.

1.3 years later, an undisclosed round of $10.0M was announced in Sep 2023.

Allocate Founders and Leadership Team

Name
Role
Contact
Samir Kaji
CEO
Locked

Contact details for the Allocate team: 1 of 1 has an email address on file.

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Allocate Funding Compared to Other Financial Services Startups

Segment
Companies
Median round

Allocate's latest round of $10.0M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.

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Allocate Funding FAQs

What does Allocate do?

Allocate is a platform that allows investors to explore and put their money into top-notch venture funds.

How much funding has Allocate raised?

Allocate has raised $30.3M across 3 rounds on record. The most recent is an undisclosed round of $10.0M announced in Sep 2023.

When did Allocate last raise funding?

Allocate's most recent funding round on record is an undisclosed round of $10.0M, announced in Sep 2023.

Who is the CEO of Allocate?

Samir Kaji is listed as CEO at Allocate.

Where is Allocate headquartered?

Allocate is based in Menlo Park, California, United States.

How many employees does Allocate have?

Allocate is in the 51-100 employee band.

How does Allocate's funding compare to other Financial Services startups?

Allocate's latest round of $10.0M is below the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.

About FundedIQ's Allocate Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Allocate is left off this page rather than filled in.

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