Allocate

About Allocate
Allocate provides a digital operating system and infrastructure for wealth advisors and asset managers to manage private market investments. The platform supports portfolio management, reporting and streamlined operations for registered investment advisors. Recent coverage has focused on the company reaching asset milestones, executive appointments and strategic partnerships to improve private market access.
FF News has published 4 stories featuring Allocate, most recently "Allocate Hits $5 Billion in Platform Assets as Private Markets Adoption Surges" (5 August 2026).
Latest Allocate news
- Allocate Hits $5 Billion in Platform Assets as Private Markets Adoption Surges 5 August 2026
- VanEck Partners with Allocate to Streamline Private Markets Access for Wealth Advisors 30 July 2026
- Allocate Names Matt Dunn as CRO to Scale Private Markets Operating System 7 July 2026
- Pluto Launches an AI-Powered Lending Platform to Unlock Liquidity in Private Markets, Backed by Leading Credit Investors 6 January 2026 FF News