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Featured News
Family Wealth Report
Widening Private Market Access And Demand For Alpha – Implications For Fees
December 23, 2025
WealthManagement.com
How Outdated Private Markets Infrastructure Is Limiting Advisor Growth
November 25, 2025
Investment News
How growing access to private markets is reshaping wealth advisory firms
November 14, 2025
All News
Wealth Advisor TV
The End-to-End Operating System for Private Markets: Allocate's Samir Kaji
December 5, 2025
S&P Global
S&P 500 set to extend bull run after rising 3.5% in September
October 1, 2025
Venture5
Interview: Allocate CEO Samir Kaji on Their Series B and Building a Private Markets OS
September 20, 2025
Pulse 2.0
Allocate: $30.5 Million Secured For Expanding AI-Based Platform For Private Market Investing
September 10, 2025
Private Markets 360
Allocate secures $30.5 million in Series B funding to further develop its private markets platform
September 9, 2025
Business Wire
Allocate Raises $30.5 Million Series B to Modernize Private Market Investing
September 3, 2025
Citywire
Andreessen stakes $2.5bn private markets shop Allocate
September 3, 2025
StartupHub.AI
Allocate Secures $30.5M Series B for Private Market AI
September 3, 2025
Business Wire
Allocate Announces Strategic Asset Acquisition of The Coterie’s Platform, Advancing the Vision for the Operating System of Private Markets
July 23, 2025
S&P Global
S&P 500 rallies 5% in June to close month at record high
July 1, 2025
PRWeb
Krilogy selects Allocate to Expand Private Market Investment Capabilities
March 19, 2025
PRWeb
Allocate Partners with Rose Capital Advisors to Enhance Client-Centric Private Market Solutions
February 4, 2025
PRWeb
Allocate partners with CW Advisors to expand the firm's private market capabilities
January 15, 2025
Institutional Investor
VC Investing Platform Allocate Raises $10 Million
September 21, 2023
Axios
Allocate raises $10 million to open top VC doors to wealth advisers
September 21, 2023
Business Insider
Check out the 17-page pitch deck that Allocate, a startup that lessens the cost of investing in venture capital funds, used to raise $15.3 million
May 4, 2022
Venture Capital Journal
Noted venture banker Samir Kaji launches Allocate
March 23, 2021
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