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Allocate
Total Funding
$5 M
Allocate Summary
Company Summary
- Overview
- Allocate Holdings is a company that provides an operating system for private market investing. It offers portfolio management tools, advisory, investment options, educational resources, and support services.
- Type
- Private
- Status
- Active
- Founded
- 2021
- HQ
- Palo Alto, CA, US | view all locations
- Website
- https://allocate.co/
- Cybersecurity rating
Table of Contents
Key People
Saul Cardenas, General Counsel & Chief Operating Officer
Hana Yang, CXO, Co-Founder
Sarith Demuni, Chief Design Officer
Operating MetricsView all
Clients
600
Apr, 2024
LocationsView all
1 location detected
Palo Alto, CA HQ
United States
3790 El Camino real, Unit # 536