We are excited to officially announce we have secured $30.5M in Series B funding!
Read more
Read more
Allocate equips wealth advisory firms with institutional-grade infrastructure to access, structure, and manage private markets at scale – all in one unified platform.
As of 10/01/2025
Platform Users
Wealth Advisory Firms
Assets on Platform
Platform Assets includes all discretionary and non-discretionary assets under management by Allocate Management Company, including investment vehicles and separately managed accounts, as well as assets for vehicles where Allocate acts as the general partner, or for which one of its affiliates provides fund administration as a dedicated service.
Our educational platform combines expert-led content, in-depth market research, and an engaged community of sophisticated investors, providing you with the tools and insights needed to navigate the evolving private markets landscape.
.png)
