Allocate Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Allocate is the intelligent operating system for private market investing, equipping wealth advisory firms and institutional family offices with modern infrastructure to seamlessly source, build, and manage high-quality private portfolios with one modern technology interface. Allocate’s platform leverages AI-driven investment management, comprehensive administration, and personalized access to opportunities at reduced minimums, making private market investing more efficient, transparent, and responsible.

Find Allocate employees' phone numbers or email addresses

Allocate Global Highlights

Location
Employees

North America
77

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  • United States Of America
    76
  • Canada
    1

South America
3

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  • Colombia
    3

Allocate's Leadership

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    S. C.
    Coo, Gc & Cco
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    M. G.
    Chief Product Officer
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    S. D.
    Chief Design Officer
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    F. S.
    Vice President Operations
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    J. C.
    Head Of Engineering
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    N. M.
    Managing Director, Investments
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    C. J. P.
    Director, Client Solutions
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    A. C.
    Director, Relationship Manager
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Contact profiles from Allocate

Name
Title
Contact Info
Location
Last Update
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    B. W.
    Associate - Investments
    Phone icon
    United StatesNew York
    Oct 28, 2025
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    B. C.
    Client Account Specialist
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    United StatesNew York
    Oct 25, 2025
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    V. Z.
    Software Engineer
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    United StatesArizona
    Nov 14, 2025
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    W. D.
    Software Engineer
    Phone icon
    United StatesNew York
    Dec 11, 2025
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    A. W.
    Quality Engineer
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    United StatesOregon
    Oct 14, 2025
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    C. H.
    Frontend Engineer
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    Aug 03, 2025
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    J. R.
    Frontend Software Engineer Ii
    Phone icon
    United StatesNebraska
    Oct 22, 2025

Frequently Asked Questions

What is Allocate known for?

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Allocate was founded in 2021 operates in the Financial Services industry. Explore Allocate's company overview page for more information.

What is Allocate's most common email format?

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Allocate employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allocate email formats with LeadIQ.

How many employees does Allocate have currently?

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Allocate has approximately 90 employees as of December 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are Allocate's key employees and leadership?

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As of December 2025, Allocate's key employees include:

  • Coo, Gc & Cco: S. C.
  • Chief Product Officer: M. G.
  • Chief Design Officer: S. D.
  • Vice President Operations: F. S.
  • Head Of Engineering: J. C.

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