Allocate

Allocate is a technology platform positioned as an "operating system for private markets," enabling wealth advisory firms, family offices, and asset managers to source, transact, and manage private-market investments across venture capital, growth equity, buyouts, and private credit. The platform offers white-label fund creation for advisors, AI-powered portfolio management with document aggregation, curated manager access, and SPV infrastructure for aggregating smaller commitments. Allocate reports over $4.9B in assets on platform, 370+ wealth advisory firm clients, and 1,500+ manager relationships. It is a private company backed by investors including Anthemis, a16z, Portage, and M13. Allocate does not currently publish a public developer program or API; this API Evangelist profile captures its identity and public web properties.

Allocate is profiled on the APIs.io network. Tagged areas include Company, Private Markets, Wealth Management, Fintech, and Investment Platform.

Allocate’s developer surface includes signup flow, engineering blog, and 6 more developer resources.

🌐 Visit website 📡 Source on GitHub

15.6/100 emerging ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-07-27 · rubric v0.5

0 APIs

CompanyPrivate MarketsWealth ManagementFintechInvestment PlatformVenture CapitalPrivate EquityAsset Management

Kin Score

Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5

Composite quality — 15.6/100 · emerging

Contract Quality 0.0 / 25

Developer Ergonomics 0.4 / 20

Commercial Clarity 8.4 / 20

Operational Transparency 0.0 / 13

Governance 0.0 / 12

Discoverability 6.8 / 10

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 15

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/allocate: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Get Started 2

Portal, sign-up, and the first successful call

SignUp

SignUp

Login

Access & Security 2

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Compliance

Compliance

Commercial 2

Pricing, plans, and the legal terms of use

PrivacyPolicy

PrivacyPolicy

TermsOfService

TermsOfService

Company 2

The organization behind the API

Website

Website

Blog

Blog

Source (apis.yml)

aid: allocate
name: Allocate
description: Allocate is a technology platform positioned as an "operating system for private markets," enabling wealth advisory
  firms, family offices, and asset managers to source, transact, and manage private-market investments across venture capital,
  growth equity, buyouts, and private credit. The platform offers white-label fund creation for advisors, AI-powered portfolio
  management with document aggregation, curated manager access, and SPV infrastructure for aggregating smaller commitments.
  Allocate reports over $4.9B in assets on platform, 370+ wealth advisory firm clients, and 1,500+ manager relationships.
  It is a private company backed by investors including Anthemis, a16z, Portage, and M13. Allocate does not currently publish
  a public developer program or API; this API Evangelist profile captures its identity and public web properties.
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://allocate.co/favicon.ico
url: https://raw.githubusercontent.com/api-evangelist/allocate/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- anthemis
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-17'
tags:
- Company
- Private Markets
- Wealth Management
- Fintech
- Investment Platform
- Venture Capital
- Private Equity
- Asset Management
apis: []
common:
- type: DomainSecurity
  url: security/allocate-domain-security.yml
- type: Website
  url: https://allocate.co
  name: Allocate Website
- type: SignUp
  url: https://allocate.co/get-in-touch
  name: Get in Touch / Request Access
- type: Login
  url: https://app.allocate.co/login
  name: Platform Login
- type: Blog
  url: https://allocate.co/allocate-institute
  name: Allocate Institute (Insights & Research)
- type: Compliance
  url: https://allocate.co/compliance-and-security
  name: Security & Compliance (SOC 2 Type II)
- type: PrivacyPolicy
  url: https://allocate.co/privacy-policy
  name: Privacy Policy
- type: TermsOfService
  url: https://allocate.co/legal
  name: Legal / Terms
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
x-enrichment:
  date: '2026-07-19'
  status: backfilled
  pass: local-v1
  note: backfilled from .gitignore signal + verified work evidence