Allocate
Allocate provides wealth advisory firms with software to manage alternative investment portfolios. The Palo Alto-based company has raised $61M and employs 100 people.
The growth story
Allocate grew from 13 to 100 employees between 2021 and 2026, raising $61M along the way, most recently a Series B in September 2025.
About
Allocate sells software that helps wealth management firms handle alternative investments like private equity and hedge funds. Its platform centralizes portfolio management tasks that were previously manual or fragmented across systems.
The company has grown rapidly since its 2021 founding, reaching 100 employees. Its $61M Series B in 2025 suggests strong investor confidence in its ability to modernize the wealth management tech stack.
Founders and leadership
Engineering is Allocate's largest function, accounting for 29% of staff. The company has a median tenure of 2 years, typical for a fast-growing startup.
The Allocate org chart
Samir Kaji (CEO and co-founder) leads 41 mapped leaders with 4 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Engineering 27 (+23% YoY), Information Technology 9 (+350% YoY), Business Development 9 (-10% YoY), Accounting 7 (+133% YoY), Finance 6 (+50% YoY), Entrepreneurship 6 (+20% YoY).
Talent flow
Allocate recruits heavily from financial services firms, with First Republic, Morgan Stanley, and JPMorgan Chase being top sources. Alumni have gone on to roles at investment firms like Allspring Global and venture funds like Ubiquity Ventures.
Most common previous employers of Allocate staff: First Republic (6), Morgan Stanley (4), VistaPrint (4), JPMorganChase (4), Deloitte (3), Silicon Valley Bank (2). Former Allocate employees most often moved to Runner (1), Allspring Global Investments (1), BFA Global Investors (1), Anchor Capital Advisors (1), Ubiquity Ventures (1), Pattern Ventures (1).
Alumni worth knowing
Web traffic
Traffic mix: 47% direct, 24% search, 21% social, 0% paid.
What this company is made of
Most common skills at Allocate: Microsoft Excel (33), SQL (30), JavaScript (30), Microsoft Office (26), Leadership (26), Cascading Style Sheets (CSS) (24), C# (22), HTML (22).
Where the team actually sits
Allocate people are concentrated in California, United States (13), New York, United States (9), San Francisco Bay Area (7), United States (7).
Search footprint
Allocate attracts about 4,680 organic search visits a month, traffic worth roughly $3K a month if bought through ads. It gained 79 ranking keywords and lost 86 in the last period.
What employees say
- Compensation
- 2.00 / 5
- Career opportunities
- 4.00 / 5
- Senior management
- 1.00 / 5
- Work-life balance
- 1.00 / 5
Frequently asked
Allocate has 100 employees as of September 2026.
Allocate has raised $61M in total, most recently a Series B round in September 2025.
Allocate was founded in 2021 by Samir Kaji, Hana Yang.
Samir Kaji (CEO and co-founder) sits at the top of Allocate's reporting structure, with 4 direct reports.
The most common previous employers of current Allocate staff are First Republic (6 people), Morgan Stanley (4 people), VistaPrint (4 people).
Former Allocate employees most often move to Runner (1), Allspring Global Investments (1), BFA Global Investors (1).
Allocate attracts about 4,680 organic search visits a month, worth roughly $3K a month in equivalent ad spend.
The most common skills among Allocate staff are Microsoft Excel, SQL, JavaScript, Microsoft Office, Leadership.
Allocate staff are concentrated in California, United States (13), New York, United States (9), San Francisco Bay Area (7).
Allocate has about 27 people in Engineering, up 23% over the past year, as of September 2026.
Allocate has about 9 people in Information Technology, up 350% over the past year, as of September 2026.
Computed from 78 current and 45 former Allocate profiles, as of September 2026. Source: Crustdata.
Build this for any company
Every number on this page came from the Crustdata API. Point the MCP at a company and get the same org chart, alumni list and talent flow in one prompt.