Xcout Intel
Allocate
Allocate provides an infrastructure platform and operating system for private markets, serving wealth advisors and asset managers. The company offers solutions for portfolio management, reporting, custom fund and SPV infrastructure, and access to curated institutional-quality investment opportunities across venture capital, growth equity, buyout, and private credit.
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Allocate at a glance
Allocate is a fintech company. Xcout tracks 19 named people at Allocate, including Matt Gittlitz (Chief Product Officer & Head of Company Operations). Xcout recorded 3 job postings from Allocate in the last 90 days.
Allocate leadership
- Matt GittlitzChief Product Officer & Head of Company Operations
- Matt DunnChief Revenue Officer
- Samir KajiCo-Founder, CEO & President
- Hana YangCo-Founder, CXO
- Jeff RidolfiManaging Director, Fund Operations
- Peter EpsteinManaging Director, Relationship Management
13 more named people on record for Allocate, with roles, board committees and tenure — see the full roster →
Hiring at Allocate
Xcout recorded 3 job postings from Allocate in the last 90 days, from a hiring record Xcout has kept since October 2026.
The weekly hiring trend, the roles and locations behind it — see Allocate's hiring signals →
Tech stack
Allocate competitors
A few of Allocate's closest competitors — see the full list of competitors and alternatives →
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
Goji provides technology that unlocks access to private markets for individual investors, recently acquired by Euroclear.
SimCorp provides an integrated multi-asset platform, managed services, and data management solutions that unify the full investment lifecycle for financial institutions, including asset managers, pension funds, insurance companies, and central banks. The company's technology covers portfolio construction, trading, operations, accounting, and reporting across both public and private markets.
Crystal Investment Advisors provides an alternative investment platform that enables financial advisors, wealth managers, and institutional clients to access, build, and manage private equity, private credit, and hedge fund portfolios. The platform handles the full lifecycle of alternative investments, including manager sourcing, due diligence, electronic subscriptions, portfolio analytics, and ongoing operational maintenance.
Beneficient operates as a technology-driven financial services provider, specializing in delivering liquidity solutions to entities within the alternative asset market. The company manages the AltAccess platform, a comprehensive digital ecosystem designed to facilitate the entire spectrum of alternative asset management, from transactions to secure custody and detailed analytics. This secure, end-to-end platform features several integrated components: AltLiquidity: A cybersecure online tool for sourcing and arranging alternative asset liquidity. AltQuote: A valuation tool providing real-time pricing for alternative assets. AltCustody: For digitizing and tracking alternative asset portfolios. AltData: Consolidating investment analytics and data for insightful alternative asset management. AltTrading: Offering a dedicated trading environment. Beneficient caters to a diverse clientele, including affluent individual investors, small to mid-sized institutional investors, family offices, and general partners of various funds. The company is headquartered in Dallas, Texas.
Innocap provides institutional allocators with a dedicated managed account platform to structure, access, and oversee alternative investments. Headquartered in Montreal, Quebec, Canada, the firm employs a substantial workforce in financial services.
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More on Allocate in Xcout Intel
- 19 named people with titles, LinkedIn and board committees
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access