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 ...

SAN FRANCISCO, July 23, 2025--(BUSINESS WIRE)--Allocate, building the operating system for private market investing, today announced that it has acquired the technology and platform assets of The ...

SAN FRANCISCO, September 03, 2025--(BUSINESS WIRE)--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.

Valhalla Group will leverage Allocate’s technology to support scalable fundraising and portfolio oversight to LPs Allocate, a private markets infrastructure platform serving wealth advisors and fund ...

As private companies like Anthropic and OpenAI fuel their products across the workforce, including wealth management, Allocate is betting its private markets platform will attract RIAs and financial ...

In just six months, Allocate has onboarded more than 200 non-institutional investors, who have allocated over $125M into venture capital funds through the platform Allocate continues to open the doors ...

AUSTIN, Texas--(BUSINESS WIRE)--Vista Equity Partners (“Vista”), a leading global investment firm focused on enterprise software, data and technology-enabled businesses, today announced that it has ...