Allocate

Allocate is a private markets platform that gives wealth advisors, multi-family offices and institutional family offices one system to access, administer and track venture capital, private equity and private credit investments. It was founded in February 2021 by Samir Kaji and Hana Yang, both former venture bankers at First Republic and SVB, and has offices in Palo Alto and New York. As of October 15, 2026 Allocate reports more than $5.7 billion in assets, more than 430 wealth advisory firms on the platform and more than 1,500 fund manager relationships.

What the platform does

• Allocate Curations: a curated menu of private funds vetted by an in-house investment research team, with diligence materials for advisors and their clients.
• Allocate Fund Solutions: white-label funds, feeder vehicles and SPVs launched and administered for advisory firms, which lowers minimums by pooling client capital.
• Allocate Insights: a single view to track an entire private portfolio, including positions held outside Allocate.
• Subscriptions and capital flows: digital KYC/AML, subscription documents, capital calls and distributions handled in one workflow.
• Integrations: works alongside the major wealth-advisor reporting platforms instead of replacing them.

For family offices

Family offices and multi-family offices that want a structured private markets program without building a large operations team can use Allocate to source managers, run feeder vehicles under their own brand and consolidate private-asset reporting. The platform is SOC 2 Type II compliant, with role-based permissions and audit trails. Families comparing private markets access platforms often also look at iCapital; for consolidated reporting across the whole balance sheet, see Masttro or Canopy.

Considerations and fit

Allocate is built mainly around the wealth-advisor channel, so a single family office investing directly with managers may get less from the feeder and white-label tools than an advisory firm or MFO would. Allocate also acts as general partner or administrator on some vehicles, so families should review fees at both the vehicle and the underlying fund level. Pricing is not published.

Frequently asked questions

Who founded Allocate?

Allocate was founded in 2021 by Samir Kaji, its CEO and President, and Hana Yang, its Chief Experience Officer. Both previously worked in venture banking at First Republic.

What does Allocate offer family offices?

Access to curated venture, private equity and private credit funds, white-label feeder funds and SPVs with fund administration, and unified tracking of private portfolios.

Is Allocate SOC 2 compliant?

Yes. Allocate states that it is SOC 2 Type II compliant, with role-based permissions, audit trails and enterprise controls.

• Source and diligence private funds
• Launch white-label feeder funds and SPVs
• Digital subscriptions, KYC/AML and capital calls
• Fund administration
• Track whole private portfolios

• Curated venture, PE and private credit funds
• In-house investment research team
• White-label feeder funds and SPVs
• Lower minimums via pooled feeders
• Digital subscription documents and KYC/AML
• Capital call and distribution handling
• Allocate Insights portfolio tracking
• Integrations with advisor reporting platforms
• SOC 2 Type II

Built for Advisors / Wealth Advisors (RIA), Multi Family Office (MFO), Single Family Office (SFO).

Yes