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Allocate

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Allocate has 14 open roles, 4 posted in the last 30 days. Stated pay range: $105k – $230k a year. Funding stage: Series B. Last round: Sep 3, 2025.

Open roles

  • Allocate logo
    Senior Director/ Director, RIA Relationship Management (Texas)

    Allocate

    • Remote
    • Remote · Director / Executive
    • $150k–$200k
    Ashby
    Posted 3d ago
  • Allocate logo
    Managing Director/Director, Relationship Management, Wealth Advisory

    Allocate

    • Palo Alto, CA
    • Hybrid · Director / Executive
    • $150k–$220k
    Ashby
    Posted 8d ago
  • Allocate logo
    Associate, RIA Relationship Management (East Coast)

    Allocate

    • New York, NY
    • Hybrid · Junior
    • $105k–$130k
    AI-native
    Ashby
    Posted 9d ago
  • Allocate logo
    Founding People Partner Manager

    Allocate

    • Palo Alto, CA
    • Hybrid · Senior
    • $160k–$190k
    Founding role
    Ashby
    Posted 23d ago
  • Allocate logo
    Quality Engineer II

    Allocate

    • Remote
    • Remote · Junior
    • $105k–$125k
    Ships with Claude Code
    Ashby
    Posted 35d ago
  • Allocate logo
    Founding Technical Recruiter

    Allocate

    • Palo Alto, CA
    • Hybrid · Senior
    • $180k–$210k
    Founding roleAI-native
    Ashby
    Posted 39d ago
Show all roles

About

Allocate logo

Allocate

Transforming the private markets investing experience

Allocate is the intelligent operating system for private market investing, equipping wealth advisory firms with modern infrastructure to seamlessly build and manage high-quality alternative portfolios with one modern technology interface.

Private companySeries BIn the news
Founded2021
HQPalo Alto, United States
Size51–200 employees
Unlock human wisdom
ThesisTermsPrivacy
Industry
Financial Services
Funding
  • Series B · Sep 3, 2025
Investors
Portage Ventures
News
  • Who's Moving Where In Wealth Management? – Fiduciary Trust International, Allocate, LPL Financial
  • Allocate’s Gallagher warns not all evergreen funds are created equal
  • Allocate appoints CFO and CTO
  • Savvy Wealth Taps Allocate to Launch Private Markets Program

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