350% Asset Growth Driven by RIA Expansion and Fund Manager Integrations; Signals Private Markets as Core Wealth Management Offering SAN FRANCISCO--(BUSINESS WIRE)--Allocate, a private markets ...

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 ...

The world of venture capital investing is a relatively small one, and relationship-based to boot. Family offices and accredited investors are eager to get involved in high-quality funds, but face ...

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 ...