Allocate
allocate.co
Actively hiring
Wealth Management & Financial Advisors
Financial Services
Financial Software & Embedded Finance
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Overview
Connections
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials
Funding and backers
Total raised
$30.5M
1 round on record
Latest round
$30.5M
Series B · Sep 2025 · 14 mo ago
Team
51-200
employees, estimated range
Hiring now
1
open roles
Backers
5
Andreessen Horowitz, Fika Ventures
The money's age
Due for its next round
14 months since the last round · hiring slowed
Momentum
15/100
in the news
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Oct 2026
Formerly The Coterie (thecoterie.co)
Sep 3, 2025
Raised a round Series B $30.5M
2021
Founded
Tractionpublic signals, read monthly
Web presence
top 5%
of 133.2M domains by links, Common Crawl
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Series B | Sep 2025 | $30.5M | — | streetinsider.com |
Backed byfrom the funds' portfolios and accelerator catalogs
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Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors
UrbanVia a fund
Fika VenturesVia a fund
FJ LabsVia a fund
Western Technology InvestmentVia a fund
Andreessen HorowitzVia a fund
854 portfolio companies
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely
News
Report
How to Allocate OpenRouter Costs by Customer, Agent, or Workload
See what is driving your OpenRouter bill and allocate costs by customer, agent, feature, and workload using trace metadata and usage data.
Read more
Report
Allocate Marks Five Years in Business, Surpasses $5 Billion in Platform Assets as Private Markets Wealth Channel Adoption Accelerates
Read more
Report
Allocate Marks Five Years in Business, Surpasses $5 Billion in Platform Assets as Private Markets Wealth Channel Adoption Accelerates
Read more
Report
What's New In Investments, Funds? - VanEck
FamilyWealthReport - Exclusive Intelligence for the family office community
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Report
VanEck partners with Allocate to expand private markets access
VanEck is leaning on Allocate's operating platform to bring a private markets offering to financial advisors in weeks, not months.
Read more
Report
India bets billions on breaking China's grip on smartphone manufacturing
New Delhi announced a $6.5 billion smartphone manufacturing program and a $13.3 billion semiconductor push to deepen India's electronics supply chain.
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Report
This summer's hottest IPOs are minting a new class of ultra-high-net-worth 'IPO Bros'-and family offices are changing how they approach them
A hot IPO summer means family offices are learning how to navigate newly minuted UHNW "IPO Bros" who have that entrepreneurial spirit.
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S&P Global Coinvestments rise with megadeals; top pension fund exposure to private equity July 10, 2026
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Report
Allocate Expands Leadership Team Amid Rapid Growth, Appoints Matt Dunn as Chief Revenue Officer
SAN FRANCISCO, July 07, 2026--Allocate, the private markets operating system for wealth advisory firms and fund managers, today announced the appointment of Matt Dunn as Chief Revenue Officer (CRO). A veteran of PIMCO, Morgan Stanley, and Opto Investments
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Show more news
Tech stack
Technologies named in job postings at Allocate over the last 12 months, by layer, with the share of postings for each.
Technologies in use
27
Postings analysed
1
Stack modernity
77/100
Languages
C#
Java
SQL
TypeScript
JavaScript
Frameworks & libraries
Vue.js
ASP.NET Core
Dapper
Entity Framework Core
Databases
PostgreSQL
Cloud & platforms
AWS
Amazon ECS
Amazon EKS
Amazon S3
Kubernetes
Developer tools
Claude Code
Cursor
Git
OpenAI Codex
Rest API
Docker
Docker Compose
Model Context Protocol
Practices & domains
AI Agents
Agentic Workflows
Human-in-the-Loop
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Salary insights
Compensation ranges based on this company's open jobs
Median
$175k
Typical range
$175k
Open positions
1
1
Jobs
Senior
100%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Senior | 1 | $175k | $175k |
Highest paying role
Sr. Software Engineer - Full Stack
$175k
Normalized to USD per year
Growth
Hiring Momentum
28/100
Slowing
Open positions
1
0 opened / 0 closed in 30 days
ATS activity
Every ~5 hours
Today
Hiring Dynamics
0%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Backend
100% ▼
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Palo Alto
United States
HQ
Client Relationship Management
50-200 est. staff
502 Waverley St, Suite 2, Palo Alto, CA 94301
Jobs
$145k – $175k per year · Remote (United States) · Full-Time · 5+ years exp · Bachelor's Degree · New York
JavaScript
Java
TypeScript
SQL
C#
ASP.NET Core
Entity Framework Core
Dapper
Databases
PostgreSQL
AI/ML
Cursor
Claude Code
Model Context Protocol
AI Agents
OpenAI Codex
Human-in-the-Loop
Agentic Workflows
Frontend
Vue.js
DevOps
Rest API
Terraform
Docker Compose
Git
AWS
Docker
Kubernetes
Amazon EKS
Amazon S3
Amazon ECS
Management
Agile
Apply
Financials
Total raised
$30.5M
Latest round
Series B
Funding rounds
1
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Series B | 2025 | $30.5M | Details |