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Featured News

Business Wire
Allocate Marks Five Years in Business, Surpasses $5 Billion in Platform Assets as Private Markets Wealth Channel Adoption Accelerates
August 5, 2026
Business Wire
VanEck Partners with Allocate to Expand Private Markets Access for the Wealth Channel
July 29, 2026
Yahoo! Finance
Allocate Expands Leadership Team Amid Rapid Growth, Appoints Matt Dunn as Chief Revenue Officer
July 8, 2026
BUSINESS WIRE
Allocate and Dynasty Financial Partners Expand Partnership to Power Private Market Access and Solutions
June 10, 2026
BUSINESS WIRE
Allocate Crosses 4.2 Billion and Unveils Full Lifecycle Private Markets Solution Connecting GPs and Advisors at Beyond Summit 2026
May 27, 2026
Allocate Surpasses $4 Billion in Assets as Platform Infrastructure Scales to Match Growing Advisor Demand
April 29, 2026

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
Krilogy
Portrait of John McArthur
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
Verita
Portrait of Verita Wealth co-founders, Kelly Coffey and Christine Leong Connors
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
Rose Capital
Portrait of Mike Reardon
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
Dynasty
Portrait of Bob Shea from Dynasty
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
GC Wealth
Portrait of Dave Breslin
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
Americana Partners
Portrait of Michael M from Americana Partners
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
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.

All News

S&P Global
Private Credit Stress Exposing Pockets of Pain
August 24, 2026
Financial Planning
As private markets go mainstream, can advisors keep up with due diligence?
August 10, 2026
ConnectMoney
Allocate, VanEck Partner to Expand Private Markets Access for Wealth Channel
August 6, 2026
TradeTech Eye
Allocate Hits $5 Billion in Platform Assets as Private Markets Adoption Surges
August 5, 2026
Financial IT
Allocate Marks Five Years in Business, Surpasses $5 Billion in Platform Assets as Private Markets Wealth Channel Adoption Accelerates
August 5, 2026
Business Wire
Allocate Marks Five Years in Business, Surpasses $5 Billion in Platform Assets as Private Markets Wealth Channel Adoption Accelerates
August 5, 2026
Family Wealth Report
What's New In Investments, Funds? – VanEck
August 3, 2026
Pulse 2.0
VanEck Partners With Allocate To Expand Private Markets Access For Wealth Advisors
August 2, 2026
Alternatives Watch
VanEck, Allocate partner on private markets access for wealth channel
July 31, 2026
Startup Rise
VanEck Partners with California-Based Allocate to Expand Private Markets Access
July 29, 2026
InvestmentNews
VanEck partners with Allocate to expand private markets access
July 29, 2026
Dakota Live! Podcast
Private Markets, Fund of Funds & the Future of Wealth Management with Samir Kaji of Allocate
July 29, 2026
Yahoo Finance!
VanEck Partners with Allocate to Expand Private Markets Access for the Wealth Channel
July 29, 2026
Wealth Management
Private Markets Roundup: CAIS, Allocate, Arch Make Moves
July 29, 2026
Business Wire
VanEck Partners with Allocate to Expand Private Markets Access for the Wealth Channel
July 29, 2026
Alt Goes Mainstream
AGM Alts Weekly | 7.26.26: Direct access
July 26, 2026
PitchBook
Private wealth funds ditch the middleman for more alternatives exposure
July 10, 2026
Fortune
This summer’s hottest IPOs are minting a new class of ultra-high-net-worth ‘IPO Bros’—and family offices are changing how they approach them
July 10, 2026
S&P Global
Coinvestments rise with megadeals; top pension fund exposure to private equity
July 10, 2026
Institutional Real Estate, Inc.
Allocate Expands Leadership Team Amid Rapid Growth, Appoints Matt Dunn as Chief Revenue Officer
July 8, 2026

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