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 📡 Profile data on GitHub

14.2/100 emerging ▬ flat Agent 0/100 human only Front door AI 3/6 light saas Full breakdown ↓
scored 2026-10-17 · rubric v0.24.0

0 APIs

Company Private Markets Wealth Management Fintech Investment Platform Venture Capital Private Equity Asset Management

Kin Score

Kin Score How this is scored →
scored 2026-10-17 · rubric v0.24.0

Composite quality — 14.2/100 · emerging

Contract Quality 0.0 / 21

Developer Ergonomics 0.4 / 17

Access Clarity 7.2 / 17

Operational Transparency 0.0 / 11

Contract Governance 0.0 / 10

Discoverability 4.1 / 9

Regulatory Posture 2.8 / 15

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

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

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Regulatory Posture applies to this provider. Its tags matched the Horizontal (data, software, accessibility, platform) regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. 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. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

Markets this provider is in provisional

The Kin Score Market layer reads a provider inside its market: its position, and how deep its integrations go. Depth is only comparable within a position. Provisional and unweighted: not part of the Kin Score or agent readiness.

Market	Position	Depth	Registered MCP server	Declares compatibility
Asset and Wealth Management	regulated	19.2 (thin)	-	-

Registered MCP server and declares compatibility are report only — not weighted. Undeclared means we found nothing we can read, so there is no number: we never infer integrations.

Security Posture 1

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Allocate Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Resources

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.
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
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: '0.23'
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

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