Allocate
Transforming the Private Market Investing Experience
93 employees · est. 2021 · Palo Alto, United States
CoInvestor is the older company (2021 vs 2014); Allocate is the larger of the two.
Side-by-Side Comparison
| Metric | Allocate | CoInvestor |
|---|---|---|
| Founded | ||
| Founded | 2021 | 2014 older |
| Headquarters | ||
| Headquarters | Palo Alto, United States | London, United Kingdom |
| Employees | ||
| Employees | 93 larger | 11 |
| Industry | ||
| Industry | Financial Services | Financial Services, Fintech, Information Technology |
| Funding Stage | ||
| Funding Stage | Series Unknown | Series Unknown |
| Total Funding | ||
| Total Funding | $30.30M | $1.10M |
| Funding Rounds | ||
| Funding Rounds | 3 | 2 |
| Services | ||
| Services | Launch and manage private market investment portfolios, White label fund solutions, Client portfolio management, Investment tracking, Educational resources and market insights | investment platform access, private market investment opportunities, risk management advisory |
| Target Customers | ||
| Target Customers | Wealth Advisors, Family Offices, Individual Accredited Investors, Institutional Investors, Fund Managers | investors, financial advisors, investment managers |
| Taxonomy | ||
| Taxonomy | Digital Investment Platform, Alternative Investments, Portfolio Diversification, Venture Capital Funds, Private Market Investing, Investment Discovery, Emerging Venture Funds, Established Venture Funds, Institutional Investors, Fund Managers, Private Wealth Market, Programmatic Investing, Efficient Investing, Venture Investing, Early-stage Investing | Alternative Assets, Investment Platform, Tax-efficient Investing, Private Equity, FinTech, Venture Capital, EIS Funds, VCT Funds, Angel Investing, Investment Technology, SaaS Solutions, Capital Raising, Investor Reporting, Direct Investing, Advisory Services |
| Website | ||
| Website | allocate.co | coinvestor.co.uk |
About Allocate
Allocate, founded in 2021, is redefining how wealth advisory firms navigate the complexities of the private market space. Operating within the Financial Services industry, this United States-based company showcases its prowess with a slogan that promises to be "Transforming the Private Market Invest...
About CoInvestor
CoInvestor, founded in 2014, is strategically positioned within the Financial Services, Fintech, Information Technology, and Platforms sectors. This United Kingdom-based startup is at the forefront of enhancing private market operations with its secure and efficient capital raising and investor repo...
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