Allocate

"Most wealth management firms don't miss the concept of alternatives. They miss the execution." Raj Bhattacharyya, CEO, and Stuart Katz, CIO of Robertson Stephens join Allocate's CEO, Samir Kaji to unpack what it actually takes to build a purposeful alternatives program inside a wealth management firm and why most firms underestimate the operational lift before they ever get to the product. From scaling to $9B to the infrastructure behind alts adoption and where agentic AI is beginning to reshape the investment office, this one covers a lot of ground. 🎧 Listen to the full episode here: https://lnkd.in/gM9Z7vJV #PrivateMarkets #WealthManagement #AlternativeInvestments #Innovation

We're excited to share we’re partnering with VanEck to bring their private market offerings to the wealth channel at scale. As demand for private investments accelerates, many asset managers find the platforms available to them were built for a different era of distribution – optimized for aggregating feeder capital, not for launching and scaling their own advisor-facing offering. Through this partnership, VanEck retains full control of its strategy, product, and investor relationships, while Allocate provides the underlying technology, operations, and servicing. That means reaching the wealth channel at scale while keeping its brand and client experience front and center. As our CEO Samir Kaji put it: "This partnership reflects where the industry is headed: pairing established investment managers with technology purpose-built for private markets." 🔗 Full details in the announcement: https://lnkd.in/gEcvSH5w Samir Kaji Hana Yang Cooper J. Parks Kolman Estreicher, CIMA® Peter Epstein Austen McGregor Matt Dunn #PrivateMarkets #AlternativeInvestments #WealthManagement #Innovation

Every year on Allocate’s anniversary, I post this same photo as a reminder of where we started. With the exception of one person, this was the entire company! Our product and platform have evolved significantly since then, but the mission has remained constant: enable more investors to participate responsibly in private markets with the transparency, ease, and access that have been historically missing. The public markets were similar in the 1970's and now are a the staple of investor portfolios. Today: • More than $5 billion has been deployed into private assets through Allocate • Nearly 400 wealth advisory firms and banks use the platform • More than 4,000 individual investors have allocated through their advisory firms • We have grown to 83 full-time employees and we are hiring a number of roles (note below) • We have deployed AI agents to support smarter, more data-driven portfolio management • We have built a comprehensive product suite spanning investment execution, reporting, intelligence, and opportunity curation • We have raised more than $75 million to fund our mission With an estimated $4 trillion expected to flow from the wealth channel into private markets, we are still in the early innings of modernizing how capital moves between fund managers, advisors, and investors. A lot has changed since this photo was taken but the mission has not. Even more excited to keep building. We’re hiring: https://lnkd.in/g9P3YSW4

Private markets are a $20+ trillion asset class and growing fast. Yet our CEO Samir Kaji will tell you straight: that doesn't make them right for everyone. In this clip from The Private Markets Forum Podcast with Marc Andrew, Samir shares something you don't often hear from someone building in this space. Start slow. Be intentional. It took him 15 years to build his own private markets portfolio, and the first few were the hardest. At Allocate, we believe responsible access means being honest about fit, not just opening the gates.

The Allocate Alts Day 2026 speaker lineup is taking shape, and we're sharing an early look ✨ Each session is built around the questions that matter most to allocators right now: 🎤 David Breach, Vista Equity Partners — Software PE in the Age of AI 🎤 Ian Charles, Arctos x KKR & Mark Affolter, Ares Management — Sports, Media & Entertainment: The New Institutional Asset Class 🎤 Meghan Reynolds, Altimeter — The Exit Question: Is the IPO Window Real or Wishful Thinking? 🎤 Aneet Deshpande, CFA, Clearstead & Eric Patterson, Three Bell Capital — Co-Invests, IPOs & The Capital Recycling Question 🎤 Brian Reich, F.L.Putnam Investment Management Company — Vintage Year Programs vs. Rifle Shot Investing Plus peer-led breakouts on advisor adoption, AI in the alternatives workflow, and the evolving architecture of private markets. More speakers to be announced in the coming days. September 28–29 at the Four Seasons Austin Request your invitation here 🔗: https://lnkd.in/gwDeTNQK #PrivateMarkets #AlternativeInvestments #WealthManagement #AltsDay

375+ clients. $4.8 billion in assets. And now Allocate is expanding its leadership: The company has named Matt Dunn, a veteran of PIMCO, Morgan Stanley and Opto Investments, as Chief Revenue Officer, and Jon Gaudette, an early founding team member and senior engineering leader, as Head of AI. Allocate connects wealth advisory firms with private fund managers, handling fund administration, portfolio construction and deal access on one platform. 𝗧𝗵𝗲 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺: Over the past year, Allocate has grown to support 375+ wealth advisory firms and 1,500+ private asset manager relationships, with platform assets topping $4.8 billion. “𝘞𝘦’𝘳𝘦 𝘴𝘦𝘦𝘪𝘯𝘨 𝘢 𝘧𝘶𝘯𝘥𝘢𝘮𝘦𝘯𝘵𝘢𝘭 𝘴𝘩𝘪𝘧𝘵 𝘪𝘯 𝘩𝘰𝘸 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘢𝘤𝘤𝘦𝘴𝘴 𝘢𝘯𝘥 𝘮𝘢𝘯𝘢𝘨𝘦 𝘱𝘳𝘪𝘷𝘢𝘵𝘦 𝘮𝘢𝘳𝘬𝘦𝘵𝘴, 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘥𝘦𝘮𝘢𝘯𝘥 𝘧𝘰𝘳 𝘮𝘰𝘥𝘦𝘳𝘯 𝘪𝘯𝘧𝘳𝘢𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦 𝘤𝘰𝘯𝘵𝘪𝘯𝘶𝘦𝘴 𝘵𝘰 𝘢𝘤𝘤𝘦𝘭𝘦𝘳𝘢𝘵𝘦,” said Samir Kaji, CEO and Co-Founder of Allocate. 𝗧𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝗿 𝗽𝗶𝗰𝘁𝘂𝗿𝗲: As the wealth channel’s private markets adoption scales, the infrastructure supporting it has to scale on two fronts at once: commercial reach and technical depth, not product alone. Allocate building commercial and AI leadership in the same breath is a concrete example of that - and a signal the company is moving into its own next phase of scale. Congratulations to Matt Dunn and Jon Gaudette on their new roles. — Follow The Private Markets Forum for posts on the people + firms shaping next-gen private markets.

We're honored to be named a finalist for the 2026 Wealth Management Industry Awards. Being recognized as one of the top alternative investment platforms is a true testament to our team's commitment over the past year, and we're grateful to our clients for the continued trust they've placed in us as we define what modern private markets investing should be in 2026. Samir Kaji Hana Yang Arthur Diochon CFA CAIA Remington DuBois Tracy Gallagher #Wealthies #PrivateMarkets #AlternativeInvestments #Innovation #WealthManagement

When money is cheap, it's easy for companies to forget that debt has to be repaid. Our CEO Samir Kaji joined Marc Andrew on The Private Markets Forum Podcast to share lessons from the dot-com era that feel very relevant right now. Over-leverage. PIK financing piling up on PE-backed software companies. Compressed margins when the bill finally comes due. Helping advisors understand the structural risks inside private markets is a big part of what we do at Allocate. #PrivateMarkets #Transparency #Education #Innovation #AllocateInstitute #WealthManagement

Proud to see our Managing Director Peter Epstein featured in Fortune this week, weighing in on the "hot IPO summer" driving one of the most significant wealth-creation windows in recent memory. With a wave of high-profile companies heading toward liquidity, a new class of newly wealthy employees is emerging almost overnight with needs that many wealth managers and family offices are still adapting to serve. As Peter told Fortune, the real story is what these employees do next. Many won't just manage their windfall but will remain connected to the innovation economy as investors and founders. "Those employees essentially become the next wave of founders…in defense tech, space, and beyond." At Allocate, we help RIAs and wealth management firms offer this cohort access to private market opportunities that have historically been hard to access or administer. 🔗 Read the full Fortune article below. #PrivateMarkets #AlternativeInvestments #WealthManagement #Innovation

Excited to introduce the newest member of the Allocate team. Welcome, Joe Ringoen! 🎉 Joe joins as Director of Integrated Marketing with over 12 years of experience across fintech platforms and investment managers, with a deep focus on private wealth and high-net-worth investor audiences. Most recently, Joe led product marketing and communications at Arta Finance. His expertise spans messaging, product launches, content strategy, and digital communications. We're excited to have Joe on the team, and telling the Allocate story clearly and compellingly matters more than ever as we grow. The caliber of talent choosing to build here is a reflection of the moment we're in, and the opportunity ahead. If you're passionate about shaping the future of private markets investing alongside a mission-driven team, we'd love to hear from you. 🔗 https://lnkd.in/gAE4fj2n Samir Kaji & Hana Yang, on behalf of the entire Allocate team