Enabling efficient, frictionless, and responsible capital flows between the wealth advisory channel & asset managers.
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Custom Fund & SPV Solutions
Launch firm white-labeled private market vehicles without the operational hassle. Solutions can be launched in 30 days or less.
Portfolio Management & Tracking
All your clients’ private market portfolio data & documents in one centralized place, regardless of where they were sourced – all with AI-driven insights, summaries, & more.
Curated Investment Offerings
Access institutional-quality opportunities across venture capital, growth equity, buyout, and private credit – powered by relationships with 1,500+ fund managers.
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.
These statements are testimonial provided by current clients of Allocate. The clients were not compensated for this testimonial. The clients’ experience may not be representative of the experience of other clients and is not a guarantee of future performance or success.
Allocate is a tech platform that helps wealth advisors run private markets programs at scale, from curating opportunities that can be diligenced through AI-powered workflows to creating white-labeled vehicle feeders and unified portfolio tracking – one platform for the entire lifecycle.
Wealth advisory firms (RIAs) and their investment teams, operations, and advisors. We also work with asset managers who want to engage the wealth channel without operational complexity.
AI handles repetitive work – extracting data from fund documents, structuring comparisons, and updating portfolios from manager reports.
No. Allocate integrates into existing client reporting systems – designed to minimize disruption and operational lift. We coordinate private markets workflows across them.
Allocate is SOC 2 Type II compliant with role-based permissions, audit trails, and enterprise-grade controls designed for regulated wealth advisory firms.
Yes, we continued to offer a select group of private market offerings that meet our platform eligibility and operational criteria highly vetted and qualified private market offerings to help wealth advisors augment their own investment efforts.
Asset managers engage wealth advisors through standardized workflows – including aggregated SPVs and feeder vehicles that let them accept smaller commitments as one LP position without operational burden.
We work with firms from $500M to $250B+ in AUM. Whether you are just building a program or have a sophisticated program already, Allocate can serve your needs.
