United States · 
Who invested in Allocate?
Allocate's investors include FJ Labs, Anthemis, SignalFire, Andreessen Horowitz and Liquid 2 Ventures, and 3 more on record.
20242025
$10MVenture$30MSeries B
United States · Series B startup
Who invested in Allocate
Funding summaryUpdated 26 Oct 2026
$40Mraised across 2 rounds since 2023, from 2 sources
$10MVenture$30MSeries B
- Latest round
- Series B, $30MSept 2025
- Step-upi
- 3×
- Investors
- 8
The funding story
Each circle is a round, placed by date and sized by amount. The line above is the running total.
- First round
- Venture, $10M Sept 2023
- Biggest round
- $30M Series B · Sept 2025
- Between rounds
- 2 years from the last two
The rounds
- Sept 2025Series B$30M3 new3 returning
Reported by Urban Innovation FundSEC filing: $43M sold, first sale Aug 2025
- Sept 2023
Founders and team
From Allocate's own website: 1 founder, 24 on the team.
- Matt DunnChief Revenue Officer
- Arthur DiochonHead of Investment Research
- Charlotte MallochHead of Feeder Operations
- Jeremy CaronHead of Engineering
- Jon GaudetteHead of AI
- Owen NilandHead of Fund Solutions
- Tracy GallagherHead of Investment Strategy
- Alejandro GutierrezClient Service Associate
- Erik HansenSenior Counsel
- Trust AllocatePrivate Asset Manager Relationships
- Alex JulianTeam
- Aubrey OesterleTeam
- Austen McGregorTeam
- Bobby JordanTeam
- Cooper ParksTeam
- David TaylorTeam
- Jeff RidolfiTeam
- Jeremy DiemTeam
And 6 more on the team.
Who was in which round
The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.
Everyone who backed them
Missing a round, or an investor who was in one? Tell us.
Also claim to have backed them
These 11 firms list Allocate as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.
Quick answers about Allocate
How much has Allocate raised?
Allocate has raised $40M across 2 rounds since 2023.
When did Allocate last raise?
Allocate's most recent round was a Series B of $30M in Sept 2025.
What was Allocate's biggest round?
Its most recent round, $30M in Sept 2025, is also its largest on record.
Who backed Allocate first?
Allocate's first round on record, in Sept 2023, was backed by FJ Labs, Anthemis and SignalFire and 2 others.
What stage is Allocate at?
Allocate's latest named round is a Series B, in Sept 2025.
Where is Allocate based?
Allocate is based in the United States.
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