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Allocate competitors & alternatives
The 12 closest competitors and alternatives to Allocate among fintech companies — ranked by similarity to what Allocate actually does, not by market-cap band.
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About 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.
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 →
Top 12 Allocate competitors
Ranked by semantic similarity — how close each company is to Allocate by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
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.
Fintech / Investment
Goji provides technology that unlocks access to private markets for individual investors, recently acquired by Euroclear.
Similar fintech company
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.
Financial Services
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.
Asset Management
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.
Asset Management
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.
Similar fintech company
Allocator is a data technology company that provides integrated data aggregation and software solutions to the alternative investments industry.
Similar fintech company
iCapital is a financial technology company that provides a platform for accessing, managing, and administering alternative investments such as private equity, hedge funds, and structured products. It primarily serves wealth managers, financial advisors, asset managers, and their high-net-worth clients and institutions.
Similar fintech company
73 Strings provides a technology platform for private-market investment data, valuation, portfolio monitoring, and reporting. It serves private equity, venture capital, private credit, and other alternative-investment managers, as well as fund administrators and investors.
Similar fintech company
Orca Fund OS provides an all-in-one fund management software platform for venture capital and private equity managers. The company's platform automates LP onboarding, capital calls, portfolio KPI tracking, reporting, compliance, and financial statements.
Similar fintech company
Carbon Equity operates an investment platform that provides individuals and institutions with access to private market climate technology funds. The company curates and offers diversified investment opportunities in sectors such as renewable energy, grid infrastructure, and industrial decarbonization. Through its funds, investors can finance early-stage and growth companies focused on sustainability and climate solutions.
Similar fintech company
Gridline Holdings, Inc. provides a turnkey alternatives management platform designed to help wealth management firms build, manage, and scale private market investments. Founded in 2020 and headquartered in Atlanta, Georgia, the company operates in the financial services industry.
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