# Allocate funding: rounds and investors > Allocate has raised $40M across 2 rounds since 2023. Investors include FJ Labs, Anthemis and SignalFire. Every round with its source. Source: https://millionrounds.com/company/allocate (Millionrounds; every figure on the page links to its filing or article) United States · [Series B startup](https://millionrounds.com/companies) # Who invested in *Allocate* 2 rounds we have observed, with the 8 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it. Financial Services Fintech Funding summary Updated 26 Oct 2026 **$40M** raised across 2 rounds since 2023, from 2 sources **$10M** Venture **$30M** Series B - **Latest round:** Series B, $30M Sept 2025 - **Step-up i:** 3× - **Investors:** 8 See who backed them ## The funding story Each circle is a round, placed by date and sized by amount. The line above is the running total. 2024 2025 **$10M** Venture **$30M** Series B - **First round:** Venture, $10M - **Biggest round:** $30M - **Between rounds:** 2 years ## The rounds - **Sept 2025** Series B **$30M** *3 new* *3 returning* [Andreessen Horowitz](https://millionrounds.com/fund/andreessen-horowitz) [FJ Labs](https://millionrounds.com/fund/fj-labs) [Liquid 2 Ventures](https://millionrounds.com/fund/liquid-2-ventures) [Anthemis](https://millionrounds.com/fund/anthemis-group) [SignalFire](https://millionrounds.com/fund/signalfire) [Basis Set Ventures](https://millionrounds.com/fund/basis-set-ventures) Reported by Urban Innovation Fund SEC filing: $43M sold, first sale Aug 2025 - **Sept 2023** Venture **$10M** *5 new* [FJ Labs](https://millionrounds.com/fund/fj-labs) [Anthemis](https://millionrounds.com/fund/anthemis-group) [SignalFire](https://millionrounds.com/fund/signalfire) [Ulu Ventures](https://millionrounds.com/fund/ulu-ventures) [Tusk Ventures](https://millionrounds.com/fund/tusk-venture-partners) Source recorded ## Founders and team From Allocate's own website: 1 founder, 24 on the team. **Samir Kaji** Co-Founder, CEO & President - **Matt Dunn** Chief Revenue Officer - **Arthur Diochon** Head of Investment Research - **Charlotte Malloch** Head of Feeder Operations - **Jeremy Caron** Head of Engineering - **Jon Gaudette** Head of AI - **Owen Niland** Head of Fund Solutions - **Tracy Gallagher** Head of Investment Strategy - **Alejandro Gutierrez** Client Service Associate - **Erik Hansen** Senior Counsel - **Trust Allocate** Private Asset Manager Relationships - **Alex Julian** Team - **Aubrey Oesterle** Team - **Austen McGregor** Team - **Bobby Jordan** Team - **Cooper Parks** Team - **David Taylor** Team - **Jeff Ridolfi** Team - **Jeremy Diem** Team 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. **Venture** 2023 **Series B** 2025 [FJ Labs](https://millionrounds.com/fund/fj-labs) [Anthemis](https://millionrounds.com/fund/anthemis-group) [SignalFire](https://millionrounds.com/fund/signalfire) [Andreessen Horowitz](https://millionrounds.com/fund/andreessen-horowitz) [Liquid 2 Ventures](https://millionrounds.com/fund/liquid-2-ventures) [Ulu Ventures](https://millionrounds.com/fund/ulu-ventures) [Basis Set Ventures](https://millionrounds.com/fund/basis-set-ventures) [Tusk Ventures](https://millionrounds.com/fund/tusk-venture-partners) ## Everyone who backed them [FJ Labs](https://millionrounds.com/fund/fj-labs) VC firm **2** rounds [Anthemis](https://millionrounds.com/fund/anthemis-group) VC firm **2** rounds [SignalFire](https://millionrounds.com/fund/signalfire) VC firm **2** rounds [Andreessen Horowitz](https://millionrounds.com/fund/andreessen-horowitz) VC firm **1** round [Liquid 2 Ventures](https://millionrounds.com/fund/liquid-2-ventures) VC firm **1** round [Ulu Ventures](https://millionrounds.com/fund/ulu-ventures) VC firm **1** round [Basis Set Ventures](https://millionrounds.com/fund/basis-set-ventures) VC firm **1** round [Tusk Ventures](https://millionrounds.com/fund/tusk-venture-partners) VC firm **1** round Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=allocate). ## 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. [Fika Ventures](https://millionrounds.com/fund/fika-ventures) VC firm Per its own site [Urban Innovation Fund](https://millionrounds.com/fund/urban-innovation-fund) VC firm Per its own site [Switch Ventures](https://millionrounds.com/fund/switch-ventures) VC firm Per its own site [Atacama Ventures](https://millionrounds.com/fund/atacama-ventures) Fund of funds Per its own site [Broadhaven Venture...](https://millionrounds.com/fund/broadhaven-venture) VC firm Per its own site [Community Access Fund](https://millionrounds.com/fund/community-access-fund) VC firm Per its own site [Four Acres Capital](https://millionrounds.com/fund/four-acres-capital) VC firm Per its own site [Linden3 Ventures](https://millionrounds.com/fund/linden3-ventures) VC firm Per its own site [RareBreed Ventures](https://millionrounds.com/fund/rarebreed-ventures) VC firm Per its own site [Realm Capital Ventures](https://millionrounds.com/fund/realm-capital-ventures) VC firm Per its own site [Ripple Capital](https://millionrounds.com/fund/ripple-capital) Family office 2021, per its site ## Quick answers about Allocate ### Who invested in Allocate? Allocate's investors include FJ Labs, Anthemis, SignalFire, Andreessen Horowitz and Liquid 2 Ventures, and 3 more on record. ### 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. ## Companies like Allocate In the same sector, and raised in the last eighteen months. [**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**STRIVE** $1.3B · Oct 2026](https://millionrounds.com/company/strive)[**Coast** $77M · Oct 2026](https://millionrounds.com/company/coast)[**Whop** $400M · Oct 2026](https://millionrounds.com/company/whop)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos) ## Find investors like these Search every investor by what they have actually funded, then narrow to your stage and market. Free. Open the investor searchOr these rounds in the app