Articles from Allocate

Allocate, the private markets operating system for wealth advisory firms and fund managers, marked five years in business with over $5 billion in assets, more than tripling over the past year. The milestone reflects the continued adoption of private markets across the wealth channel, where advisors are increasingly looking for the infrastructure, technology, and operational support needed to build and scale private markets programs. Today more than 375 wealth advisory firms and RIAs use Allocate's platform to access, manage, and administer private market investments on behalf of 4,000+ underlying investors who reach these opportunities through them.

Allocate, the private markets operating system for wealth advisory firms and fund managers, today announced a partnership with VanEck to expand access to private market strategies across the wealth channel. VanEck is leveraging Allocate's technology and operational infrastructure to bring its institutional private markets expertise to financial advisors, RIAs, and the clients they serve in a scalable and efficient manner.

Allocate, the private markets operating system for wealth advisory firms and fund managers, today announced the appointment of Matt Dunn as Chief Revenue Officer (CRO). A veteran of PIMCO, Morgan Stanley, and Opto Investments, Dunn's role follows a series of strategic senior hires as Allocate scales to meet surging demand for modern private markets infrastructure.

Allocate, the private markets operating system for wealth advisory firms and fund managers, today announced an expanded partnership with Dynasty Financial Partners, one of the largest platforms serving independent RIAs with $125 billion in assets under administration as of Q4 2025. Under the agreement, Allocate will serve as a preferred partner for white-label private markets solutions for Dynasty and its network of RIAs, with Allocate technology and custom fund services powering many of Dynasty’s private market opportunities.

Allocate, the private markets operating system for wealth advisory firms and fund managers, today shared highlights from its fourth annual Beyond Summit, in Park City, Utah. The expansion, a unified data and AI layer spanning the private markets ecosystem, extends Allocate's infrastructure across the full fundraising and investment lifecycle, streamlining how capital moves between advisors, their clients, and fund managers.

Allocate, a private markets infrastructure platform serving wealth advisors and fund managers, today announced a strategic relationship with Valhalla Group, the private equity firm led by former Northern Trust executive, Trey Hart. Through this integration, Valhalla Group will leverage Allocate's comprehensive technology infrastructure to enhance portfolio tracking and streamline fundraising operations.

Allocate, a private markets infrastructure platform serving wealth advisors and fund managers, closed 2025 with 325 wealth advisory partnerships representing over $1 trillion in combined AUM across those firms. The platform grew to $3.4B in assets – a 350% increase year-over-year – while client adoption of Allocate’s platform rose 270%.

Allocate today announced the close of a $30.5 million Series B round, bringing the company’s total capital raised since inception to $64 million. The company, which has over $2.5 billion in assets on platform, was backed by Portage Ventures with participation from Andreessen Horowitz, M13, and Fika Ventures.

Allocate, building the operating system for private market investing, today announced that it has acquired the technology and platform assets of The Coterie, a fintech leader focused on making private markets more efficient and transparent for fund managers and their investors. This asset acquisition marks a significant milestone for both companies and accelerates Allocate’s mission to deliver modern digital infrastructure for private market participants.