Companies / Allocate / Subprocessors
Allocate provides infrastructure for private markets investing, including fund and SPV solutions, portfolio tracking, and curated investment offerings. It serves wealth advisors and asset managers.
Summarized from its homepage on 6 Nov 2026.
502 Waverley St, Ste. 2, Palo Alto, CA, 94301, US
Subprocessors of Allocate
No public list found
We did not find a public subprocessor list. The company may still publish one, or share it privately.
Questions about Allocate
Certifications
| Standard | What the source says | Checked |
|---|---|---|
| SOC 2 Type IICompany's statement | “Allocate is SOC 2 Type II compliant with role-based permissions, audit trails, and enterprise-grade controls designed for regulated wealth advisory firms.”The company's own statement. SOC 2 has no public registry; the report itself is shared by the company, usually under NDA. | 12 Nov 2026Source |
We last read its homepage on 12 Nov 2026 and the FedRAMP Marketplace on 8 Nov 2026. A standard not shown here was not found in these sources. That does not mean Allocate lacks it.
Vendor's own statement, retrieved from the source URL on the date shown. StrataDB does not verify the underlying claim. Data sources.
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