Allocate and Dynasty Financial Partners Expand Partnership to Power Private Market Access and Solutions
Allocate, the private markets operating system for wealth advisory firms and fund managers, today announced an expanded partnership with Dynasty Financial Partners, one of the largest platforms serving independent RIAs with $125 billion in assets under administration as of Q4 2025. Under the agreement, Allocate will serve as a preferred partner for white-label private markets solutions for Dynasty and its network of RIAs, with Allocate technology and custom fund services powering many of Dynasty’s private market opportunities.
Allocate Crosses 4.2 Billion and Unveils Full Lifecycle Private Markets Solution Connecting GPs and Advisors at Beyond Summit 2026
Allocate, the private markets operating system for wealth advisory firms and fund managers, today shared highlights from its fourth annual Beyond Summit, in Park City, Utah. The expansion, a unified data and AI layer spanning the private markets ecosystem, extends Allocate's infrastructure across the full fundraising and investment lifecycle, streamlining how capital moves between advisors, their clients, and fund managers.
Allocate Partners with Valhalla Group to Accelerate Private Markets Operations
Allocate, a private markets infrastructure platform serving wealth advisors and fund managers, today announced a strategic relationship with Valhalla Group, the private equity firm led by former Northern Trust executive, Trey Hart. Through this integration, Valhalla Group will leverage Allocate's comprehensive technology infrastructure to enhance portfolio tracking and streamline fundraising operations.
Allocate Closes 2025 with Record Growth, Serving 325+ Wealth Advisory Firms
Allocate, a private markets infrastructure platform serving wealth advisors and fund managers, closed 2025 with 325 wealth advisory partnerships representing over $1 trillion in combined AUM across those firms. The platform grew to $3.4B in assets – a 350% increase year-over-year – while client adoption of Allocate’s platform rose 270%.
Allocate Raises $30.5 Million Series B to Modernize Private Market Investing
Allocate today announced the close of a $30.5 million Series B round, bringing the company’s total capital raised since inception to $64 million. The company, which has over $2.5 billion in assets on platform, was backed by Portage Ventures with participation from Andreessen Horowitz, M13, and Fika Ventures.
Allocate Announces Strategic Asset Acquisition of The Coterie’s Platform, Advancing the Vision for the Operating System of Private Markets
Allocate, building the operating system for private market investing, today announced that it has acquired the technology and platform assets of The Coterie, a fintech leader focused on making private markets more efficient and transparent for fund managers and their investors. This asset acquisition marks a significant milestone for both companies and accelerates Allocate’s mission to deliver modern digital infrastructure for private market participants.
