When was Allocations founded?

Allocations was founded in 2019 and raised its 1st funding round 2 years after it was founded.

Where is Allocations located?

Allocations is headquartered in Miami Beach, United States.

How many employees does Allocations have?

As of Jun 30, 2026, the latest employee count at Allocations is 45.

Is Allocations a funded company?

Allocations is a funded company, having raised a total of $12M across 2 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on Aug 05, 2021.

How much is Allocations worth?

The latest valuation of Allocations is $***** as of Sep 15, 2022.

When was the latest funding round of Allocations?

Allocations' latest funding was a $***** Series A round on Sep 15, 2022, with participation from 8 investors. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $4.19B in funding in 2026 to date.

Where does Allocations rank among its competitors?

Allocations ranks 13th amongst 443 active competitors, of which 76 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was Monark Markets, which secured $8.1M in Feb, 2026.

Who are the top competitors of Allocations?

Allocations' top competitors include Juniper Square, JMAN Group and Nasdaq Private Market. Among them, Monark Markets secured the most recent funding round in February, 2026.

Allocations - 2026 Company Profile, Funding & Competitors

Company Details

Cloud-based fundraising software for private funds. It enables investors to raise and deploy capital. Its features are end-to-end compliance, investor onboarding, capital management, automated calculation of management fees, and more. It also features APIs for launching, managing, and migrating funds.

Website: www.allocations.com/
Social
Email ID: *****@allocations.com

Key Metrics

Founded Year

2019

Location

Miami Beach, United States

Stage

Series A

Total Funding

$12M in 2 rounds

Latest Funding Round

Series A, Sep 15, 2022, $*****

Post Money Valuation

$***** as on Sep 15, 2022

Investors

Flex Capital & 15 more

Ranked

13^th among 443 active competitors

Employee Count

45 as on Jun 30, 2026

Investment & Acquisitions

LAF

Similar Companies

Juniper Square & 394 more

View Allocations' full profile

Allocations is associated with 3 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
ALLOCATIONS, INC. CIN: 850884063 , United States, Active	Dec 31, 1999	-	13 (As on Dec 31, 2024)	-
ALLOCATIONS, INC. CIN: 32079922129 , United States, Active	Jun 29, 2021	-	-	-
Allocations Inc CIN: 7692855 , United States, Active	Nov 06, 2019	-	95 (As on Dec 31, 2021)	-

Allocations has raised a total funding of $12M over 2 rounds. Its first funding round was on Aug 05, 2021. Its latest funding round was a Series A round on Sep 15, 2022 for $*****. 8 investors participated in its latest round. Allocations has 14 institutional investors and 2 angel investors.

Here is the list of recent funding rounds of Allocations:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Sep 15, 2022	6535903	Series A	7935543	2284821	1262393	4515019
Aug 05, 2021	1391286	Series A	5623580	1700525	4929649	1333577

Access funding benchmarks and valuations. Sign up today!

View details of Allocations's funding rounds and investors

Allocations' employee count trend

Allocations has 45 employees as of Jun 26. Here is Allocations's employee count trend over the years:

Uncover Allocations' growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Allocations include Juniper Square, JMAN Group and Nasdaq Private Market. Here is the list of Top 10 competitors of Allocations, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Juniper Square 2014, San Francisco (United States), Series D	Platform for real estate investment management	$369M	Ribbit Capital, Blue Owl & 17 others	72/100
2nd	JMAN Group 2010, London (United Kingdom), Late Stage	Provider of IT consulting services	$79.6M	Baird Capital, Project Juliet Holdco	66/100
3rd	Nasdaq Private Market 2013, New York City (United States), Series C	White-labelled private market investment software for organizations	$144M	Cerity Partners, Allen & Company & 9 others	65/100
4th	FundGuard 2018, New York City (United States), Series C	Cloud-based solutions to asset managers, custodian banks, and fund administrators	$156M	Blumberg Capital, LionBird & 15 others	64/100
5th	Kanastra 2022, Uberlandia (Brazil), Series B	Alternative investment solution provider	$64M	F-Prime Capital, Quona & 15 others	62/100
6th	Indus Valley Partners 2000, New York City (United States), Funding Raised	Financial technology company offering investment firms software solutions	-	PPC Enterprises & 3 others	61/100
7th	Monark Markets 2021, New York City (United States), Series A	Trading ecosystem that provides access, liquidity, and data transparency to private market secondaries trading	$3.6M	F-Prime Capital, Garuda & 10 others	60/100
8th	SS&C 1986, Windsor Locks (United States), Acquired	Provider of technology and services for financial services and healthcare industries	-	Harmony Partners, Cohesive Capital & 7 others	58/100
9th	Bite Investments 2018, London (United Kingdom), Series C	Fundraiser and investor management platform	$36.5M	Apex Group, JMP Group & 5 others	57/100
10th	CardoAI 2018, Milan (Italy), Series A	Portfolio management solutions for alternative investment	$15M	Blackstone, JAM FINTOP & 4 others	57/100
13th	Allocations 2019, Miami Beach (United States), Series A	Cloud-based fundraising software for private funds	$12M	Launchbay Capital, Flex Capital & 14 others	54/100