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Allocate

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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).

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