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Trusted by leading wealth management firms
By leveraging Allocate’s platform and team, they add additional depth and support to our decade-long effort to provide institutional quality access to a wide array of private markets opportunities, while strengthening the due diligence, sourcing, transparency, and execution processes for our clients. This represents an exciting evolution in how we operate & offer private markets opportunities.
John McArthur | Chief Investment Officer, Krilogy Advisors
From day one at Verita, our goal was to offer clients best-in-class access to private investments – without compromising on transparency, rigor, or experience. The challenge was building that capability without recreating an entire operational infrastructure. Allocate provided a truly full-stack solution – from deal discovery and white-label fund structures to integrated private reporting and seamless administration. They’ve been instrumental in helping Verita deliver on its promise: sophisticated, client-first wealth management for the modern era.
Christine Leong Connors | Co-Founder & CEO, Verita Strategic Wealth Partners
Kelly Coffey | Co-Founder & Executive Chair, Verita Strategic Wealth Partners
Kelly Coffey | Co-Founder & Executive Chair, Verita Strategic Wealth Partners
Since launching the first PE Fund in our Vintage Series two years ago, our partnership with Allocate has been instrumental. From guiding us through the complex legal setup process to running point on LP transactions and communications, Allocate enables our investment leadership to focus on delivering a differentiated exposure to the private equity markets that few Advisors have access to. We can’t wait to launch Fund II.
Mike Reardon | Director of Client Solutions, Rose Capital Advisors
Dynasty and Allocate partnered in 2022 to deliver unique private markets opportunities to Dynasty’s network of independent advisors. Since then, the Allocate platform has continued to evolve and deliver on their vision of enhancing the advisor and client experience around investing in high-quality private markets programs.
Bob Shea | Chief Investment Officer, Dynasty Financial Partners
Private investments are critical to our clients' portfolios, but operational complexity creates substantial inefficiency. Allocate's holistic solution gives us the reporting, administration, and operational tools to manage private markets efficiently so we can spend more time with clients instead of PDFs and spreadsheets.
Dave Breslin | Executive Vice President, GC Wealth
In our experience, Allocate offers strong industry connectivity, a comprehensive approach, and an integrated platform experience. We benefit from the technology supporting reporting and operations, and we value the community Allocate has built. The connections we’ve made with fund managers and other RIAs through Allocate have informed how we think about private markets and expanded our professional network.
Michael Mithoff | Managing Director, Americana Partners
These statements are testimonials provided by current clients of Allocate. The clients were not compensated for these testimonials. The clients’ experience may not be representative of the experience of other clients and is not a guarantee of future performance or success.