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327Intelligent infrastructure for private markets investing</h1></div></div><div class="max-width-medium align-center"><p class="text-color-warm-grey-700 text-size-large">Enabling efficient, frictionless, and responsible capital flows between the <span class="text-weight-medium">wealth advisory channel & asset managers</span>.</p></div><div class="margin-top margin-medium"><div class="button-group"><a href="/get-in-touch" target="_blank" class="button is-icon hero w-inline-block"><div>Get Started</div></a></div></div><div class="margin-top margin-small"><div class="max-width-small align-center"><p class="text-size-small text-color-grey-700">Already a member? <a href="https://app.allocate.co/login" target="_blank" class="text-color-grey-700">Log in</a></p></div></div></div><div class="spacer-large"></div><div class="hero-video_wrapper"><div class="hero-video w-embed w-script"><style> 328 .hero-video_wrapper { 329 -webkit-mask-image: -webkit-radial-gradient(white, black); 330 mask-image: radial-gradient(white, black); 331 } 332 .hero-video { 333 position: absolute; 334 top: 0; 335 left: 0; 336 width: 100%; 337 height: 100%; 338 object-fit: cover; 339 } 340 .hero-video::-webkit-media-controls-start-playback-button { 341 display: none !important; 342 -webkit-appearance: none; 343 } 344 .video-progress-fill { 345 transition: width 0.1s linear; 346 } 347 .hero-video_wrapper:fullscreen { background:#000; -webkit-mask-image:none; mask-image:none; } 348 .hero-video_wrapper:-webkit-full-screen { background:#000; -webkit-mask-image:none; mask-image:none; } 349 .hero-video_wrapper:fullscreen .hero-video { object-fit:contain; } 350 .hero-video_wrapper:-webkit-full-screen .hero-video { object-fit:contain; } 351</style> 352 353<video 354 class="hero-video" 355 src="https://s3.amazonaws.com/webflow-prod-assets/6965c31508fe8c27c86c2d75/6a553fcec6b8089d2b3b05a8_Allocate%20-%20Product%20Intro%20Video%20V5(1).mp4#t=0.001" 356 poster="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a723ea02b1bcaf6b9835de4_allocate-video-poster.png" 357 muted 358 autoplay 359 loop 360 playsinline 361 preload="metadata"> 362</video> 363 364<div class="hero-video_poster" style="position:absolute; top:0; left:0; right:0; bottom:0; z-index:1; background-image:url('https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a723ea02b1bcaf6b9835de4_allocate-video-poster.png'); background-size:cover; background-position:center; cursor:pointer;"></div> 365 366<div class="video-progress-track" style="position:absolute; left:0; right:0; bottom:0; z-index:2; height:4px; background:rgba(255,255,255,.15); cursor:pointer;"> 367 <div class="video-progress-fill" style="height:100%; width:0%; background:#3DDBC5;"></div> 368</div> 369 370<div class="video-controls" style="position:absolute; left:14px; bottom:14px; z-index:2; display:flex; align-items:center; gap:6px; padding:5px; background:rgba(9,22,19,.5); backdrop-filter:blur(9px); border:1px solid rgba(255,255,255,.16); border-radius:999px;"> 371 <button type="button" class="play-toggle" aria-label="Play or pause" style="width:32px; height:32px; display:flex; align-items:center; justify-content:center; border:none; background:transparent; border-radius:50%; cursor:pointer; color:#fff; padding:0;"> 372 <svg class="icon-play" width="14" height="14" viewBox="0 0 16 16" fill="currentColor"><path d="M4 2.5v11l10-5.5-10-5.5z"/></svg> 373 <svg class="icon-pause" width="14" height="14" viewBox="0 0 16 16" fill="currentColor" style="display:none;"><rect x="3" y="2" width="4" height="12"/><rect x="9" y="2" width="4" height="12"/></svg> 374 </button> 375 <button type="button" class="mute-toggle" aria-label="Mute or unmute" style="width:32px; height:32px; display:flex; align-items:center; justify-content:center; border:none; background:transparent; border-radius:50%; cursor:pointer; color:#fff; padding:0;"> 376 <svg class="icon-mute-on" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M11 5 6 9H2v6h4l5 4V5z"/><line x1="23" y1="9" x2="17" y2="15"/><line x1="17" y1="9" x2="23" y2="15"/></svg>
377 <svg class="icon-mute-off" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" style="display:none;"><path d="M11 5 6 9H2v6h4l5 4V5z"/><path d="M15.54 8.46a5 5 0 0 1 0 7.07"/><path d="M19.07 4.93a10 10 0 0 1 0 14.14"/></svg> 378 </button> 379 <button type="button" class="fullscreen-toggle" aria-label="Toggle fullscreen" style="width:32px; height:32px; display:flex; align-items:center; justify-content:center; border:none; background:transparent; border-radius:50%; cursor:pointer; color:#fff; padding:0;"> 380 <svg class="icon-expand" width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M8 3H5a2 2 0 0 0-2 2v3"/><path d="M16 3h3a2 2 0 0 1 2 2v3"/><path d="M8 21H5a2 2 0 0 1-2-2v-3"/><path d="M16 21h3a2 2 0 0 0 2-2v-3"/></svg> 381 <svg class="icon-collapse" width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" style="display:none;"><path d="M8 3v3a2 2 0 0 1-2 2H3"/><path d="M16 3v3a2 2 0 0 0 2 2h3"/><path d="M8 21v-3a2 2 0 0 0-2-2H3"/><path d="M16 21v-3a2 2 0 0 1 2-2h3"/></svg> 382 </button> 383</div> 384
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485</div></div></div></div></div></div><div class="white-bg_wrapper"><div class="wa_component"><div class="cta7_component"><div class="text-align-center"><div class="margin-bottom margin-xxlarge"><h2>We serve <a href="#wa-beginning-section" class="no-text-decoration"><span class="text-weight-normal text-color-green-600">Wealth Advisors</span></a> & <a href="#fm-section" class="no-text-decoration"><span class="text-weight-normal text-color-blue-400">Asset Managers</span></a></h2></div></div></div><div class="margin-bottom margin-large"><div class="max-width-large align-center"><div id="solutions-for-wealth-advisors" class="heading-wrapper align-center"><a aria-label="Learn More for Wealth Advisors" href="/wealth-advisors" class="button is-small is-icon custom w-inline-block"><div class="text-size-medium">Solutions for Wealth Advisors</div><div class="code-embed w-embed"><svg width="25" height="20" viewBox="0 0 25 20" fill="none" xmlns="http://www.w3.org/2000/svg"> 486<path d="M2.81296 11.2516C2.81296 11.4381 2.88705 11.617 3.01893 11.7489C3.15081 11.8808 3.32968 11.9549 3.51619 11.9549H17.2897L12.1606 17.0831C12.0952 17.1485 12.0434 17.226 12.0081 17.3114C11.9727 17.3968 11.9545 17.4883 11.9545 17.5807C11.9545 17.6731 11.9727 17.7646 12.0081 17.8499C12.0434 17.9353 12.0952 18.0129 12.1606 18.0782C12.2259 18.1435 12.3035 18.1954 12.3889 18.2307C12.4742 18.2661 12.5657 18.2843 12.6581 18.2843C12.7505 18.2843 12.842 18.2661 12.9274 18.2307C13.0127 18.1954 13.0903 18.1435 13.1556 18.0782L19.4847 11.7492C19.5501 11.6839 19.6019 11.6063 19.6373 11.5209C19.6727 11.4356 19.6909 11.3441 19.6909 11.2516C19.6909 11.1592 19.6727 11.0677 19.6373 10.9823C19.6019 10.897 19.5501 10.8194 19.4847 10.7541L13.1556 4.42508C13.0237 4.29312 12.8447 4.21899 12.6581 4.21899C12.4715 4.21899 12.2925 4.29312 12.1606 4.42508C12.0286 4.55703 11.9545 4.736 11.9545 4.92261C11.9545 5.10922 12.0286 5.28819 12.1606 5.42014L17.2897 10.5484H3.51619C3.32968 10.5484 3.15081 10.6225 3.01893 10.7544C2.88705 10.8863 2.81296 11.0651 2.81296 11.2516Z" fill="currentColor"/> 487</svg></div></a></div></div></div><div class="spacer-small"></div><div class="container-large"><a id="wa-beginning-section" data-w-id="4eb11f71-3024-5793-9ea9-57ebb2cb96d5" href="/wealth-advisors#fund-spv-solutions" class="layout_card-large _70-30 w-node-_4eb11f71-3024-5793-9ea9-57ebb2cb96d5-c86c2d87 w-inline-block"><div class="layout_card-large-content"><div class="horizontal-wrapper heading align-vertical"><div class="text-color-green-600 icon-embed-medium w-embed"><svg width="40" height="43" viewBox="0 0 40 43" fill="none" xmlns="http://www.w3.org/2000/svg"> 488<path d="M38.9551 30.0773C39.0071 30.166 39.041 30.2641 39.055 30.366C39.069 30.4678 39.0628 30.5714 39.0366 30.6709C39.0105 30.7703 38.965 30.8636 38.9027 30.9454C38.8405 31.0272 38.7627 31.0959 38.6738 31.1476L19.9238 42.0851C19.8051 42.1537 19.6703 42.1898 19.5332 42.1898C19.3961 42.1898 19.2613 42.1537 19.1426 42.0851L0.392578 31.1476C0.222528 31.0395 0.100821 30.8699 0.0528816 30.6742C0.0049421 30.4785 0.0344774 30.2718 0.135318 30.0974C0.236158 29.9229 0.400504 29.7942 0.594027 29.738C0.787549 29.6819 0.99528 29.7027 1.17383 29.7961L19.5332 40.5051L37.8926 29.7961C38.071 29.6936 38.2827 29.6656 38.4817 29.7183C38.6806 29.7709 38.8507 29.9 38.9551 30.0773ZM37.8906 20.4172L19.5312 31.1262L1.17188 20.4172C0.993327 20.3238 0.785596 20.303 0.592074 20.3591C0.398551 20.4153 0.234205 20.544 0.133365 20.7184C0.0325242 20.8929 0.00298893 21.0996 0.0509284 21.2953C0.098868 21.491 0.220574 21.6606 0.390625 21.7687L19.1406 32.7062C19.2594 32.7748 19.3941 32.8109 19.5312 32.8109C19.6684 32.8109 19.8031 32.7748 19.9219 32.7062L38.6719 21.7687C38.8419 21.6606 38.9636 21.491 39.0116 21.2953C39.0595 21.0996 39.03 20.8929 38.9291 20.7184C38.8283 20.544 38.6639 20.4153 38.4704 20.3591C38.2769 20.303 38.0692 20.3238 37.8906 20.4172ZM0 11.7179C0.000140524 11.5809 0.0363057 11.4464 0.104868 11.3278C0.17343 11.2092 0.271978 11.1107 0.390625 11.0422L19.1406 0.104668C19.2594 0.036099 19.3941 0 19.5312 0C19.6684 0 19.8031 0.036099 19.9219 0.104668L38.6719 11.0422C38.7903 11.1108 38.8885 11.2094 38.9568 11.328C39.0252 11.4466 39.0611 11.5811 39.0611 11.7179C39.0611 11.8548 39.0252 11.9893 38.9568 12.1079C38.8885 12.2265 38.7903 12.3251 38.6719 12.3937L19.9219 23.3312C19.8031 23.3998 19.6684 23.4359 19.5312 23.4359C19.3941 23.4359 19.2594 23.3998 19.1406 23.3312L0.390625 12.3937C0.271978 12.3252 0.17343 12.2267 0.104868 12.1081C0.0363057 11.9895 0.000140524 11.855 0 11.7179ZM2.33203 11.7179L19.5312 21.7512L36.7305 11.7179L19.5312 1.68475L2.33203 11.7179Z" fill="currentColor"/> 489</svg></div><p class="text-style-circularxx-book text-size-xlarge">Custom Fund & SPV Solutions</p></div><div class="layout524_card-large-content-top"><p class="paragraph-5">Launch firm white-labeled private markets vehicles while minimizing operational hassle. Solutions can be launched in as little as 30 days.</p></div><div class="button is-link is-icon custom-home-text-link"><div>
489Learn More</div><div style="-webkit-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-moz-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-ms-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0)" class="icon-embed-small w-embed"><svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg"> 490<path d="M2.25 8.99995C2.25 9.14913 2.30926 9.29221 2.41475 9.39769C2.52024 9.50318 2.66332 9.56245 2.8125 9.56245H13.8298L9.72703 13.6645C9.67477 13.7167 9.63331 13.7788 9.60503 13.8471C9.57674 13.9154 9.56219 13.9885 9.56219 14.0624C9.56219 14.1364 9.57674 14.2095 9.60503 14.2778C9.63331 14.3461 9.67477 14.4082 9.72703 14.4604C9.77929 14.5127 9.84134 14.5541 9.90962 14.5824C9.9779 14.6107 10.0511 14.6253 10.125 14.6253C10.1989 14.6253 10.2721 14.6107 10.3404 14.5824C10.4087 14.5541 10.4707 14.5127 10.523 14.4604L15.5855 9.39792C15.6378 9.34567 15.6793 9.28364 15.7076 9.21535C15.7359 9.14706 15.7504 9.07387 15.7504 8.99995C15.7504 8.92603 15.7359 8.85283 15.7076 8.78454C15.6793 8.71626 15.6378 8.65422 15.5855 8.60198L10.523 3.53948C10.4174 3.43393 10.2743 3.37463 10.125 3.37463C9.97573 3.37463 9.83258 3.43393 9.72703 3.53948C9.62148 3.64503 9.56219 3.78818 9.56219 3.93745C9.56219 4.08671 9.62148 4.22987 9.72703 4.33542L13.8298 8.43745H2.8125C2.66332 8.43745 2.52024 8.49671 2.41475 8.6022C2.30926 8.70769 2.25 8.85076 2.25 8.99995Z" fill="currentColor"/> 491</svg></div></div><div class="spacer-medium"></div></div><div class="layout524_background-image-wrapper"><img sizes="(max-width: 1052px) 100vw, 1052px" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a14f69514feed223e9ea5_custom-fund-spv-v2-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a14f69514feed223e9ea5_custom-fund-spv-v2.avif 1052w" alt="ABC RIA Private Equity Opportunities 2026 fund details with minimum $100,000 allocation and subscription deadline 06/30/2026" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a14f69514feed223e9ea5_custom-fund-spv-v2.avif" loading="lazy" class="layout_background-image"/></div></a></div><div class="spacer-xlarge"></div><div class="container-large"><a data-w-id="4eb11f71-3024-5793-9ea9-57ebb2cb96e6" href="/wealth-advisors#client-portfolio-management" class="layout_card-large custom w-inline-block"><div id="w-node-_4eb11f71-3024-5793-9ea9-57ebb2cb96e7-c86c2d87" class="layout_background-image-wrapper align-bottom custom"><img sizes="(max-width: 1497px) 100vw, 1497px" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698b7f627e64dd21d2e172fb_ai-powered-management-home-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698b7f627e64dd21d2e172fb_ai-powered-management-home-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698b7f627e64dd21d2e172fb_ai-powered-management-home.avif 1497w" alt="Investment dashboard showing Parker Family Office portfolio summary, net asset value, and latest cash flow details." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698b7f627e64dd21d2e172fb_ai-powered-management-home.avif" loading="lazy" class="layout_background-image align-bottom custom"/></div><div class="layout_card-large-content flex_align-center"><div class="horizontal-wrapper heading align-vertical"><div class="text-color-green-600 icon-embed-medium w-embed"><svg width="40" height="40" viewBox="0 0 40 40" fill="none" xmlns="http://www.w3.org/2000/svg"> 492<mask id="path-1-inside-1_4788_26569" fill="white"> 493<rect width="40" height="40" rx="0.5"/> 494</mask> 495<rect width="40" height="40" rx="0.5" stroke="#31B09E" stroke-width="2.4" mask="url(#path-1-inside-1_4788_26569)"/> 496<path d="M1.53845 38.4615L39.4872 1.02563" stroke="#31B09E" stroke-width="1.2"/> 497<path d="M0.869568 38.6957L39.5826 20" stroke="#31B09E" stroke-width="1.2"/> 498</svg></div><p class="text-style-circularxx-book text-size-xlarge">AI-Powered Management & Portfolio Tracking</p></div><div class="layout524_card-large-content-top"><p class="paragraph-6">
498Comprehensive private markets portfolio data and documents in one centralized place, aggregated across diverse sources â with AI-assisted insights, summaries, and workflow tools designed to support operational processes.</p></div><div class="button is-link is-icon custom-home-text-link"><div>Learn More</div><div style="-webkit-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-moz-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-ms-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0)" class="icon-embed-small w-embed"><svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg"> 499<path d="M2.25 8.99995C2.25 9.14913 2.30926 9.29221 2.41475 9.39769C2.52024 9.50318 2.66332 9.56245 2.8125 9.56245H13.8298L9.72703 13.6645C9.67477 13.7167 9.63331 13.7788 9.60503 13.8471C9.57674 13.9154 9.56219 13.9885 9.56219 14.0624C9.56219 14.1364 9.57674 14.2095 9.60503 14.2778C9.63331 14.3461 9.67477 14.4082 9.72703 14.4604C9.77929 14.5127 9.84134 14.5541 9.90962 14.5824C9.9779 14.6107 10.0511 14.6253 10.125 14.6253C10.1989 14.6253 10.2721 14.6107 10.3404 14.5824C10.4087 14.5541 10.4707 14.5127 10.523 14.4604L15.5855 9.39792C15.6378 9.34567 15.6793 9.28364 15.7076 9.21535C15.7359 9.14706 15.7504 9.07387 15.7504 8.99995C15.7504 8.92603 15.7359 8.85283 15.7076 8.78454C15.6793 8.71626 15.6378 8.65422 15.5855 8.60198L10.523 3.53948C10.4174 3.43393 10.2743 3.37463 10.125 3.37463C9.97573 3.37463 9.83258 3.43393 9.72703 3.53948C9.62148 3.64503 9.56219 3.78818 9.56219 3.93745C9.56219 4.08671 9.62148 4.22987 9.72703 4.33542L13.8298 8.43745H2.8125C2.66332 8.43745 2.52024 8.49671 2.41475 8.6022C2.30926 8.70769 2.25 8.85076 2.25 8.99995Z" fill="currentColor"/> 500</svg></div></div></div></a></div><div class="spacer-xlarge"></div><div class="container-large"><a data-w-id="4eb11f71-3024-5793-9ea9-57ebb2cb96f6" href="/wealth-advisors#curated-investment-offerings" class="layout_card-large _70-30 w-inline-block"><div class="layout_card-large-content"><div class="horizontal-wrapper heading align-vertical"><div class="text-color-green-600 icon-embed-medium w-embed"><svg width="47" height="41" viewBox="0 0 47 41" fill="none" xmlns="http://www.w3.org/2000/svg"> 501<path d="M13.8962 24.4286L22.7038 39.7462C22.896 40.0805 23.3784 40.0805 23.5707 39.7462L32.3783 24.4286M13.8962 24.4286H32.3783M13.8962 24.4286L7.01669 12.4643M32.3783 24.4286L39.2578 12.4643M7.01669 12.4643L0.568033 1.24923C0.376367 0.915902 0.61698 0.499999 1.00149 0.499999H45.273C45.6575 0.499999 45.8981 0.915903 45.7064 1.24924L39.2578 12.4643M7.01669 12.4643H39.2578" stroke="currentColor"/> 502</svg></div><p class="text-style-circularxx-book text-size-xlarge">Curated Investment Offerings</p></div><div class="layout524_card-large-content-top"><p class="paragraph-7">Access institutional-quality opportunities across venture capital, growth equity, buyout, and private credit â built on Allocateâs network of 1,500+ fund managers.</p></div><div class="button is-link is-icon custom-home-text-link"><div>Learn More</div><div style="-webkit-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-moz-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-ms-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0)" class="icon-embed-small w-embed"><svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg"> 503<path d="M2.25 8.99995C2.25 9.14913 2.30926 9.29221 2.41475 9.39769C2.52024 9.50318 2.66332 9.56245 2.8125 9.56245H13.8298L9.72703 13.6645C9.67477 13.7167 9.63331 13.7788 9.60503 13.8471C9.57674 13.9154 9.56219 13.9885 9.56219 14.0624C9.56219 14.1364 9.57674 14.2095 9.60503 14.2778C9.63331 14.3461 9.67477 14.4082 9.72703 14.4604C9.77929 14.5127 9.84134 14.5
503541 9.90962 14.5824C9.9779 14.6107 10.0511 14.6253 10.125 14.6253C10.1989 14.6253 10.2721 14.6107 10.3404 14.5824C10.4087 14.5541 10.4707 14.5127 10.523 14.4604L15.5855 9.39792C15.6378 9.34567 15.6793 9.28364 15.7076 9.21535C15.7359 9.14706 15.7504 9.07387 15.7504 8.99995C15.7504 8.92603 15.7359 8.85283 15.7076 8.78454C15.6793 8.71626 15.6378 8.65422 15.5855 8.60198L10.523 3.53948C10.4174 3.43393 10.2743 3.37463 10.125 3.37463C9.97573 3.37463 9.83258 3.43393 9.72703 3.53948C9.62148 3.64503 9.56219 3.78818 9.56219 3.93745C9.56219 4.08671 9.62148 4.22987 9.72703 4.33542L13.8298 8.43745H2.8125C2.66332 8.43745 2.52024 8.49671 2.41475 8.6022C2.30926 8.70769 2.25 8.85076 2.25 8.99995Z" fill="currentColor"/> 504</svg></div></div><div class="spacer-medium"></div></div><div class="layout524_background-image-wrapper"><img sizes="(max-width: 1368px) 100vw, 1368px" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac1e428f179f75bbd2dbc_curated-investment-offering-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac1e428f179f75bbd2dbc_curated-investment-offering-p-800.png 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac1e428f179f75bbd2dbc_curated-investment-offering-p-1080.png 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac1e428f179f75bbd2dbc_curated-investment-offering.png 1368w" alt="Investment platform screen showing 18 offerings with details and highlighted XYZ Ventures Fund II popup." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac1e428f179f75bbd2dbc_curated-investment-offering.png" loading="lazy" class="layout_background-image"/></div></a></div><div class="spacer-xxlarge"></div><div class="horizontal-divider"></div><div class="spacer-huge"></div></div><div id="fm-section" class="fm_component"><div class="margin-bottom margin-large"><div class="max-width-large align-center"><div id="solutions-for-asset-managers" class="heading-wrapper align-center"><a aria-label="Learn More for Wealth Advisors" href="/asset-managers" class="button is-small is-icon custom blue w-inline-block"><div class="text-size-medium">Solution for Asset Managers</div><div class="w-embed"><svg width="23" height="23" viewBox="0 0 23 23" fill="none" xmlns="http://www.w3.org/2000/svg"> 505<path d="M2.81296 11.2516C2.81296 11.4381 2.88705 11.617 3.01893 11.7489C3.15081 11.8808 3.32968 11.9549 3.51619 11.9549H17.2897L12.1606 17.0831C12.0952 17.1485 12.0434 17.226 12.0081 17.3114C11.9727 17.3968 11.9545 17.4883 11.9545 17.5807C11.9545 17.6731 11.9727 17.7646 12.0081 17.8499C12.0434 17.9353 12.0952 18.0129 12.1606 18.0782C12.2259 18.1435 12.3035 18.1954 12.3889 18.2307C12.4742 18.2661 12.5657 18.2843 12.6581 18.2843C12.7505 18.2843 12.842 18.2661 12.9274 18.2307C13.0127 18.1954 13.0903 18.1435 13.1556 18.0782L19.4847 11.7492C19.5501 11.6839 19.6019 11.6063 19.6373 11.5209C19.6727 11.4356 19.6909 11.3441 19.6909 11.2516C19.6909 11.1592 19.6727 11.0677 19.6373 10.9823C19.6019 10.897 19.5501 10.8194 19.4847 10.7541L13.1556 4.42508C13.0237 4.29312 12.8447 4.21899 12.6581 4.21899C12.4715 4.21899 12.2925 4.29312 12.1606 4.42508C12.0286 4.55703 11.9545 4.736 11.9545 4.92261C11.9545 5.10922 12.0286 5.28819 12.1606 5.42014L17.2897 10.5484H3.51619C3.32968 10.5484 3.15081 10.6225 3.01893 10.7544C2.88705 10.8863 2.81296 11.0651 2.81296 11.2516Z" fill="currentColor"/> 506</svg></div></a></div></div></div><div class="spacer-small"></div><div class="container-large"><a data-w-id="4eb11f71-3024-5793-9ea9-57ebb2cb9710" href="/asset-managers" class="layout_card-large _30-70 custom-padding w-inline-block"><div class="padding-bottom padding-large"><div class="layout_background-image-wrapper"><img sizes="(max-width: 2012px) 100vw, 2012px" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6984f55fb31fd983a444cd28_Fund-SPV-Infrastru
506cture-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6984f55fb31fd983a444cd28_Fund-SPV-Infrastructure-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6984f55fb31fd983a444cd28_Fund-SPV-Infrastructure-p-1080.avif 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6984f55fb31fd983a444cd28_Fund-SPV-Infrastructure.avif 2012w" alt="Advisor Ava Mccoy and client Jeanine Gaines with a dashboard showing identity verification, document execution, and tracking." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6984f55fb31fd983a444cd28_Fund-SPV-Infrastructure.avif" loading="lazy" class="layout_background-image"/></div></div><div id="w-node-_4eb11f71-3024-5793-9ea9-57ebb2cb9714-c86c2d87" class="layout_card-large-content"><div class="horizontal-wrapper heading align-vertical"><div class="text-color-blue-400 icon-embed-medium w-embed"><svg width="44" height="48" viewBox="0 0 44 48" fill="none" xmlns="http://www.w3.org/2000/svg"> 507<path d="M42.385 10.8615L23.135 0.32217C22.7487 0.11079 22.3154 0 21.875 0C21.4346 0 21.0013 0.11079 20.615 0.32217L1.365 10.8615C0.952042 11.0875 0.607441 11.4203 0.367292 11.8252C0.127143 12.2301 0.000283343 12.6921 0 13.1628V34.084C0.000283343 34.5548 0.127143 35.0168 0.367292 35.4216C0.607441 35.8265 0.952042 36.1593 1.365 36.3853L20.615 46.9247C21.001 47.137 21.4344 47.2484 21.875 47.2484C22.3156 47.2484 22.749 47.137 23.135 46.9247L42.385 36.3853C42.798 36.1593 43.1426 35.8265 43.3827 35.4216C43.6229 35.0168 43.7497 34.5548 43.75 34.084V13.1628C43.7497 12.6921 43.6229 12.2301 43.3827 11.8252C43.1426 11.4203 42.798 11.0875 42.385 10.8615ZM21.455 1.8578C21.5834 1.78615 21.728 1.74853 21.875 1.74853C22.022 1.74853 22.1666 1.78615 22.295 1.8578L41.2716 12.2484L21.875 22.8622L2.47844 12.2484L21.455 1.8578ZM2.205 34.8519C2.06724 34.7765 1.9523 34.6654 1.87224 34.5303C1.79219 34.3952 1.74996 34.2411 1.75 34.084V13.8431L21 24.3781V45.1397L2.205 34.8519ZM41.545 34.8519L22.75 45.1331V24.3781L42 13.8431V34.084C41.9996 34.2407 41.9572 34.3944 41.8772 34.5291C41.7972 34.6638 41.6824 34.7745 41.545 34.8497V34.8519Z" fill="currentColor"/> 508</svg></div><p class="text-style-circularxx-book text-size-xlarge">Fund & SPV Infrastructure</p></div><div class="layout524_card-large-content-top"><p class="paragraph-8">Accept sub-minimum commitments without the operational burden by aggregating smaller tickets into a single LP position. Allocate handles all the hard stuff.</p></div><div class="button is-link is-icon custom-home-text-link"><div>Learn More</div><div style="-webkit-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-moz-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-ms-transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);transform:translate3d(0px, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0)" class="icon-embed-small w-embed"><svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg"> 509<path d="M2.25 8.99995C2.25 9.14913 2.30926 9.29221 2.41475 9.39769C2.52024 9.50318 2.66332 9.56245 2.8125 9.56245H13.8298L9.72703 13.6645C9.67477 13.7167 9.63331 13.7788 9.60503 13.8471C9.57674 13.9154 9.56219 13.9885 9.56219 14.0624C9.56219 14.1364 9.57674 14.2095 9.60503 14.2778C9.63331 14.3461 9.67477 14.4082 9.72703 14.4604C9.77929 14.5127 9.84134 14.5541 9.90962 14.5824C9.9779 14.6107 10.0511 14.6253 10.125 14.6253C10.1989 14.6253 10.2721 14.6107 10.3404 14.5824C10.4087 14.5541 10.4707 14.5127 10.523 14.4604L15.5855 9.39792C15.6378 9.34567 15.6793 9.28364 15.7076 9.21535C15.7359 9.14706 15.7504 9.07387 15.7504 8.99995C15.7504 8.92603 15.7359 8.85283 15.7076 8.78454C15.6793 8.71626 15.6378 8.65422 15.5855 8.60198L10.523 3.53948C10.4174 3.43393 10.2743 3.37463 10.125 3.37463C9.97573 3.37463 9.83258 3.43393 9.72703 3.53948C9.62148 3.64503 9.56219 3.78818 9.56219 3.93745C9.56219 4.08671 9.62148 4.22987 9.72703 4.33542L13.8298 8.43745H2.8125C2.66332 8.43745 2.52024 8.49671 2.41475 8.6022C2.30926 8.70769 2.25 8.85076 2.25 8.99995Z" fill="currentColor"/> 510</svg></div></div><div class="spacer-medium"></div></div></a></div></div><div class="spacer-xxlarge"></div></div></header><section class="section_stats"><div class="padding-global"><div class="container-large"><div class="padding-section-medium"><div class="stats8_component"><div class="margin-bottom margin-xxlarge"><div class="max-width-large"><h2 class="text-weight-normal">Allocate by the numbers</h2><div class="spacer-xxsmall"></div><div>As of 09/01/2026</div></div></div><div class="w-layout-grid stats8_list"><div id="w-node-e598af5e-23f1-19cb-2a12-79b89b75aee7-9b75aeda" class="stats8_item"><div class="margin-bottom margin-large"><div class="stats8_number is-first_child">$5.5B+</div></div><h3 class="text-size-xlarge text-weight-normal line-height-2rem">In Assets</h3><div class="spacer-large show-mobile-landscape"></div><div class="horizontal-divider show-mobile-landscape"></div></div><div id="w-node-e598af5e-23f1-19cb-2a12-79b89b75aeed-9b75aeda" class="stats-divider hide-mobile-landscape"></div><div class="stats8_item"><div class="margin-bottom margin-large"><div class="stats8_number">375+</div></div><h3 class="text-size-xlarge text-weight-normal line-height-2rem">Wealth Advisory Firms Trust Allocate</h3></div><div class="stats-divider hide-mobile-landscape"></div><div class="stats8_item"><div class="margin-bottom margin-large"><div class="stats8_number">1,500+</div></div><h3 class="text-size-xlarge text-weight-normal line-height-2rem">Private Asset Manager Relationships</h3></div></div><div class="margin-top margin-large"><p class="text-size-tiny"><span class="text-weight-medium">Assets</span> includes all discretionary and non-discretionary assets under management by Allocate Management Company, including investment vehicles and separately managed accounts, as well as assets for vehicles where Allocate acts as the general partner, or for which one of its affiliates provides fund administration as a dedicated service.</p></div></div></div></div></div></section><section class="section_leading-wm-firms"><div class="padding-global"><div class="container-large"><div class="padding-section-large"><div class="testimonial_component"><div class="margin-bottom margin-xxlarge"><div class="max-width-large align-center"><div class="margin-bottom margin-small"><h2 class="heading-style-h2 align-center mobile-align-left text-1-5-130">Trusted by leading wealth management firms</h2></div></div></div><div data-delay="4000" data-animation="slide" class="testimonial_slider hide-tablet w-slider" data-autoplay="false" data-easing="ease" data-hide-arrows="false" data-disable-swipe="false" data-autoplay-limit="0" data-nav-spacing="3" data-duration="500" data-infinite="true" fs-sliderdots-element="slider"><div class="testimonial_mask w-slider-mask"><div class="testimonial_slide w-slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-blue-25"><img src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69c1cbd4d11f88908054b860_krilogy%20logo.svg" loading="lazy" alt="" class="testimonial_card-logo"/><div class="margin-top margin-small"><div class="testimonial-text">By leveraging Allocateâs platform and team, they add additional depth and support to our decade-long effort to provide institutional qual
510ity 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.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">John McArthur</span> | Chief Investment Officer, Krilogy Advisors</div></div></div></div></div><div class="testimonial48_client-image-wrapper hide-tablet"><div fs-sliderdots-element="content" class="fs-sliderdots_content helper">Krilogy</div><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698645a4a3f62f44a7abcf78_john-mcarthur-krilogy.avif" alt="Portrait of John McArthur" sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698645a4a3f62f44a7abcf78_john-mcarthur-krilogy-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698645a4a3f62f44a7abcf78_john-mcarthur-krilogy.avif 792w" class="testimonial48_client-image"/></div></div></div><div class="testimonial_slide w-slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-yellow-50"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e5dca508a2a7836786_verita%20logo%201.avif" alt="Verita logo in black text with tagline Strategic Wealth Advisors underneath." class="testimonial_card-logo height-30"/><div class="margin-top margin-medium"><div class="testimonial-text mobile-small-text">From day one at Verita, our goal was to offer clients best-in-class access to private investments â 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 â from deal discovery and white-label fund structures to integrated private reporting and seamless administration. Theyâve been instrumental in helping Verita deliver on its promise: sophisticated, client-first wealth management for the modern era.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name spacing-150"><span class="text-style-circularxx-book">Christine Leong Connors</span> | Co-Founder & CEO, Verita Strategic Wealth Partners<br/><span class="text-style-circularxx-book">Kelly Coffey</span> | Co-Founder & Executive Chair, Verita Strategic Wealth Partners</div></div></div></div></div><div class="testimonial48_client-image-wrapper hide-tablet"><div fs-sliderdots-element="content" class="fs-sliderdots_content helper">Verita</div><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69863a2388f1992532216f8d_verita-headshot.avif" alt="Portrait of Verita Wealth co-founders, Kelly Coffey and Christine Leong Connors" sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69863a2388f1992532216f8d_verita-headshot-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69863a2388f1992532216f8d_verita-headshot-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69863a2388f1992532216f8d_verita-headshot-p-1080.avif 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69863a2388f1992532216f8d_verita-headshot.avif 1093w" class="testimonial48_client-image"/></div></div></div><div class="testimonial_slide w-slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-green-100"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e536fb9e5497ae9dd5_rose%20capital%20advisors.avif" alt="Rose Capital Advisors company logo in black with a stylized rose graphic." class="testimonial_card-logo height-36"/><div class="margin-top margin-small"><div class="testimonial-text">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 canât wait to launch Fund II.<br/></div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Mike Reardon</span> | Director of Client Solutions, Rose Capital Advisors</div></div></div></div></div><div class="testimonial48_client-image-wrapper hide-tablet">
510<div fs-sliderdots-element="content" class="fs-sliderdots_content helper">Rose Capital</div><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a9f43f6dc6b90304bf037_rose-mike-reardon.avif" alt="Portrait of Mike Reardon" sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a9f43f6dc6b90304bf037_rose-mike-reardon-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a9f43f6dc6b90304bf037_rose-mike-reardon-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a9f43f6dc6b90304bf037_rose-mike-reardon.avif 910w" class="testimonial48_client-image"/></div></div></div><div class="testimonial_slide w-slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-blue-25"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e5da5c84baa2f414be_dynasty%20logo.avif" alt="Dynasty logo with stylized letter P in green and black colors." class="testimonial_card-logo height-25"/><div class="margin-top margin-small"><div class="testimonial-text">Dynasty and Allocate partnered in 2022 to deliver unique private markets opportunities to Dynastyâs 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.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Bob Shea</span> | Chief Investment Officer, Dynasty Financial Partners</div></div></div></div></div><div class="testimonial48_client-image-wrapper hide-tablet"><div fs-sliderdots-element="content" class="fs-sliderdots_content helper">Dynasty</div><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026.avif" alt="Portrait of Bob Shea from Dynasty" sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026-p-1080.avif 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026-p-1600.avif 1600w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026.avif 1800w" class="testimonial48_client-image"/></div></div></div><div class="testimonial_slide w-slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-yellow-50"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e5072334e37386e4c5_gc%20wealth%20logo.avif" alt="GC Wealth logo in black text with a stylized 'G' and 'C' forming a circular design." class="testimonial_card-logo height-34"/><div class="margin-top margin-small"><div class="testimonial-text">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.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Dave Breslin</span> | Executive Vice President, GC Wealth</div></div></div></div></div><div class="testimonial48_client-image-wrapper hide-tablet"><div fs-sliderdots-element="content" class="fs-sliderdots_content helper">GC Wealth</div><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69864d33e028014d872a51e5_dave%20breslin.avif" alt="Portrait of Dave Breslin" sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69864d33e028014d872a51e5_dave%20breslin-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69864d33e028014d872a51e5_dave%20breslin.avif 636w" class="testimonial48_client-image"/></div></div></div><div class="testimonial_slide w-slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-green-100"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b54fe458d4ca425e1_americana%20partners%20logo.avif" alt="" class="testimonial_card-logo height-36"/><div class="margin-top margin-small"><div class="testimonial-text">In our experience, Allocate offers strong industry connectivity, a comprehensive approach, and an integrated platform experience. We benef
510it from the technology supporting reporting and operations, and we value the community Allocate has built. The connections weâve made with fund managers and other RIAs through Allocate have informed how we think about private markets and expanded our professional network.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Michael Mithoff</span> | Managing Director, Americana Partners</div></div></div></div></div><div class="testimonial48_client-image-wrapper hide-tablet"><div fs-sliderdots-element="content" class="fs-sliderdots_content helper">Americana Partners</div><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b2991a03062f7bb75_Americana%20-%20Michael%20M-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b2991a03062f7bb75_Americana%20-%20Michael%20M-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b2991a03062f7bb75_Americana%20-%20Michael%20M-p-1080.avif 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b2991a03062f7bb75_Americana%20-%20Michael%20M.avif 2292w" alt="Portrait of Michael M from Americana Partners" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b2991a03062f7bb75_Americana%20-%20Michael%20M.avif" loading="lazy" class="testimonial48_client-image"/></div></div></div></div><div class="slider-arrow is-bottom-previous w-slider-arrow-left"><div class="slider-arrow-icon_default w-embed"><svg width="21" height="21" viewBox="0 0 21 21" fill="none" xmlns="http://www.w3.org/2000/svg"> 511<path d="M13.3572 16.8305C13.4187 16.8921 13.4533 16.9756 13.4533 17.0627C13.4533 17.1498 13.4187 17.2333 13.3572 17.2948C13.2956 17.3564 13.2121 17.391 13.125 17.391C13.0379 17.391 12.9544 17.3564 12.8929 17.2948L6.33037 10.7323C6.29986 10.7019 6.27565 10.6657 6.25914 10.6258C6.24263 10.586 6.23413 10.5433 6.23413 10.5002C6.23413 10.4571 6.24263 10.4144 6.25914 10.3745C6.27565 10.3347 6.29986 10.2985 6.33037 10.268L12.8929 3.70553C12.9234 3.67505 12.9595 3.65086 12.9994 3.63437C13.0392 3.61787 13.0819 3.60938 13.125 3.60938C13.1681 3.60937 13.2108 3.61787 13.2507 3.63437C13.2905 3.65086 13.3267 3.67505 13.3572 3.70553C13.3876 3.73602 13.4118 3.77221 13.4283 3.81204C13.4448 3.85188 13.4533 3.89457 13.4533 3.93768C13.4533 3.9808 13.4448 4.02349 13.4283 4.06332C13.4118 4.10315 13.3876 4.13934 13.3572 4.16983L7.02681 10.5002L13.3572 16.8305Z" fill="currentColor"/> 512</svg></div></div><div class="slider-arrow is-bottom-next w-slider-arrow-right"><div class="slider-arrow-icon_default w-embed"><svg width="21" height="21" viewBox="0 0 21 21" fill="none" xmlns="http://www.w3.org/2000/svg"> 513<path d="M7.64284 16.8305C7.58127 16.8921 7.54668 16.9756 7.54668 17.0627C7.54668 17.1498 7.58127 17.2333 7.64284 17.2948C7.70441 17.3564 7.78791 17.391 7.87499 17.391C7.96206 17.391 8.04557 17.3564 8.10713 17.2948L14.6696 10.7323C14.7001 10.7019 14.7243 10.6657 14.7409 10.6258C14.7574 10.586 14.7659 10.5433 14.7659 10.5002C14.7659 10.4571 14.7574 10.4144 14.7409 10.3745C14.7243 10.3347 14.7001 10.2985 14.6696 10.268L8.10713 3.70553C8.07665 3.67505 8.04046 3.65086 8.00062 3.63437C7.96079 3.61787 7.9181 3.60938 7.87499 3.60938C7.83187 3.60937 7.78918 3.61787 7.74935 3.63437C7.70952 3.65086 7.67332 3.67505 7.64284 3.70553C7.61235 3.73602 7.58817 3.77221 7.57167 3.81204C7.55517 3.85188 7.54668 3.89457 7.54668 3.93768C7.54668 3.9808 7.55517 4.02349 7.57167 4.06332C7.58817 4.10315 7.61235 4.13934 7.64284 4.16983L13.9732 10.5002L7.64284 16.8305Z" fill="currentColor"/> 514</svg></div></div><div fs-sliderdots-element="slider-nav" class="fs-sliderdots-nav helper hide-mobile-landscape"></div><div class="hide w-slider-nav w-slider-nav-invert w-round"></div></div><div class="mobile-swiper-wrapper show-tablet"><div class="swiper testimonial_slider show-tablet"><div class="swiper-wrapper testimonial-mask"><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-blue-25"><img src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69c1cbd4d11f88908054b860_krilogy%20logo.svg" loading="lazy" alt="" class="testimonial_card-logo"/><div class="margin-top margin-small"><div class="testimonial-text">By leveraging Allocateâs platform and team, they add additional depth and support to our decade-long effort to provide institutional qual
514ity 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.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">John McArthur</span> | Chief Investment Officer, Krilogy Advisors</div></div></div></div></div></div></div><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-yellow-50"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e5dca508a2a7836786_verita%20logo%201.avif" alt="Verita logo in black text with tagline Strategic Wealth Advisors underneath." class="testimonial_card-logo height-30"/><div class="margin-top margin-medium"><div class="testimonial-text mobile-small-text">From day one at Verita, our goal was to offer clients best-in-class access to private investments â 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 â from deal discovery and white-label fund structures to integrated private reporting and seamless administration. Theyâve been instrumental in helping Verita deliver on its promise: sophisticated, client-first wealth management for the modern era.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name spacing-150"><span class="text-style-circularxx-book">Christine Leong Connors</span> | Co-Founder & CEO, Verita Strategic Wealth Partners<br/><span class="text-style-circularxx-book">Kelly Coffey</span> | Co-Founder & Executive Chair, Verita Strategic Wealth Partners</div></div></div></div></div></div></div><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-green-100"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e536fb9e5497ae9dd5_rose%20capital%20advisors.avif" alt="Rose Capital Advisors company logo in black with a stylized rose graphic." class="testimonial_card-logo height-36"/><div class="margin-top margin-small"><div class="testimonial-text">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 canât wait to launch Fund II.<br/></div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Mike Reardon</span> | Director of Client Solutions, Rose Capital Advisors</div></div></div></div></div></div></div><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-blue-25"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e5da5c84baa2f414be_dynasty%20logo.avif" alt="Dynasty logo with stylized letter P in green and black colors." class="testimonial_card-logo height-25"/><div class="margin-top margin-small"><div class="testimonial-text">Dynasty and Allocate partnered in 2022 to deliver unique private markets opportunities to Dynastyâs 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.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Bob Shea</span> | Chief Investment Officer, Dynasty Financial Partners</div></div></div></div></div></div></div><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-yellow-50"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e5072334e37386e4c5_gc%20wealth%20logo.avif" alt="GC Wealth logo in black text with a stylized 'G' and 'C' forming a circular design." class="testimonial_card-logo height-34"/><div class="margin-top margin-small"><div class="testimonial-text">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 efficie
514ntly so we can spend more time with clients instead of PDFs and spreadsheets.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Dave Breslin</span> | Executive Vice President, GC Wealth</div></div></div></div></div></div></div><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-green-100"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b54fe458d4ca425e1_americana%20partners%20logo.avif" alt="" class="testimonial_card-logo height-36"/><div class="margin-top margin-small"><div class="testimonial-text">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 weâve made with fund managers and other RIAs through Allocate have informed how we think about private markets and expanded our professional network.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Michael Mithoff</span> | Managing Director, Americana Partners</div></div></div></div></div></div></div></div></div><div class="swiper-controls"><div class="pagination-button is-prev"><div class="icon-embed-small w-embed"><svg width="8" height="14" viewBox="0 0 8 14" fill="none" xmlns="http://www.w3.org/2000/svg"> 515<path d="M7.12303 13.2212C7.1846 13.2827 7.21919 13.3662 7.21919 13.4533C7.21919 13.5404 7.1846 13.6239 7.12303 13.6855C7.06146 13.747 6.97796 13.7816 6.89088 13.7816C6.80381 13.7816 6.7203 13.747 6.65873 13.6855L0.0962343 7.12296C0.0657264 7.09248 0.0415241 7.0563 0.0250114 7.01646C0.00849876 6.97663 0 6.93393 0 6.89081C0 6.84769 0.00849876 6.80499 0.0250114 6.76516C0.0415241 6.72532 0.0657264 6.68913 0.0962343 6.65866L6.65873 0.0961589C6.68922 0.0656727 6.72541 0.0414898 6.76525 0.0249908C6.80508 0.00849177 6.84777 8.49879e-10 6.89088 0C6.934 -8.49878e-10 6.97669 0.00849177 7.01652 0.0249908C7.05635 0.0414898 7.09255 0.0656727 7.12303 0.0961589C7.15352 0.126645 7.1777 0.162837 7.1942 0.20267C7.2107 0.242502 7.21919 0.285194 7.21919 0.328307C7.21919 0.371421 7.2107 0.414113 7.1942 0.453945C7.1777 0.493777 7.15352 0.52997 7.12303 0.560456L0.79268 6.89081L7.12303 13.2212Z" fill="#383838"/> 516</svg></div></div><div class="swiper-pagination"></div><div class="pagination-button is-next"><div class="icon-embed-small w-embed"><svg width="8" height="14" viewBox="0 0 8 14" fill="none" xmlns="http://www.w3.org/2000/svg"> 517<path d="M0.0962062 13.2212C0.0346366 13.2827 4.7028e-05 13.3662 4.7028e-05 13.4533C4.7028e-05 13.5404 0.0346366 13.6239 0.0962062 13.6855C0.157776 13.747 0.241282 13.7816 0.328355 13.7816C0.415427 13.7816 0.498934 13.747 0.560503 13.6855L7.123 7.12296C7.15351 7.09248 7.17771 7.0563 7.19423 7.01646C7.21074 6.97663 7.21924 6.93393 7.21924 6.89081C7.21924 6.84769 7.21074 6.80499 7.19423 6.76516C7.17771 6.72532 7.15351 6.68913 7.123 6.65866L0.560503 0.0961589C0.530017 0.0656727 0.493825 0.0414898 0.453993 0.0249908C0.414161 0.00849177 0.371469 8.49879e-10 0.328355 0C0.285241 -8.49878e-10 0.242549 0.00849177 0.202717 0.0249908C0.162885 0.0414898 0.126692 0.0656727 0.0962062 0.0961589C0.06572 0.126645 0.0415374 0.162837 0.0250384 0.20267C0.00853943 0.242502 4.70272e-05 0.285194 4.7028e-05 0.328307C4.70289e-05 0.371421 0.00853943 0.414113 0.0250384 0.453945C0.0415374 0.493777 0.06572 0.52997 0.0962062 0.560456L6.42656 6.89081L0.0962062 13.2212Z" fill="#383838"/> 518</svg></div></div></div></div><div class="w-embed"><style> 519.fs-sliderdots_content.is-sliderdots-active { 520 521background-color: #282828 !important; 522 523} 524</style></div><div class="margin-top margin-large"><p class="text-size-tiny">These statements are testimonials provided by current clients of Allocate. The clients were not compensated for these testimonials. The clientsâ experience may not be representative of the experience of other clients and is not a guarantee of future performance or success.</p></div></div></div></div></div></section><section class="section_logo"><div class="section_bg"></div><div class="padding-global position_relative"><div class="bg-wrapper"><img src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6986acb455affaef38e19361_upper-left.avif" loading="lazy" sizes="(max-width: 1211px) 100v
524w, 1211px" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6986acb455affaef38e19361_upper-left-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6986acb455affaef38e19361_upper-left.avif 1211w" alt="Soft light blue circular glow with gradient fading toward white edges on black background." class="upper-left-bg"/><img src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6986acb53ca8982678fb456a_lower-right.avif" loading="lazy" sizes="(max-width: 1294px) 100vw, 1294px" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6986acb53ca8982678fb456a_lower-right-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6986acb53ca8982678fb456a_lower-right.avif 1294w" alt="" class="lower-right-bg"/></div><div class="container-large position_relative"><div class="padding-section-custom1"><div class="logo1_component"><div class="logo1_content"><div class="margin-bottom margin-xhuge"><div class="text-align-center"><h2>Over $60MM in funding from <span class="text-weight-normal">top institutional investors</span></h2></div></div><div class="logo1_list"><div><a data-label="Learn more about Portage" href="https://portageinvest.com/" target="_blank" class="w-inline-block"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/696e799e1320cc55b93eae7d_portage-logo.avif" alt="Portage logo" class="logo1_logo"/></a></div><div><a data-label="Learn more about Andreessen Horowitz" href="https://a16z.com/" target="_blank" class="w-inline-block"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/696e79ac01b54c9fd1a466b2_a16z%20-%20Logo%201.avif" alt="a16z logo" class="logo1_logo"/></a></div><div><a data-label="Learn more about M13" href="https://www.m13.co/" target="_blank" class="w-inline-block"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/696e7a0c407b4fa0ca9418f4_M13-logo.avif" alt="M13 logo" class="logo1_logo"/></a></div></div></div></div></div></div></div></section><section class="section_news"><div class="padding-global"><div class="container-large"><div class="padding-section-medium"><div class="news_component"><div class="margin-bottom margin-xxlarge"><div class="blog44_heading-wrapper"><div class="blog44_heading homepage"><h2 class="text-weight-normal">Allocate in the news</h2><a href="/allocate-in-the-news" class="button is-icon hide-mobile-landscape w-inline-block"><div>View All</div><div class="icon-embed-xxsmall w-embed"><svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg"> 525<path d="M2.25005 8.99982C2.25005 9.14901 2.30931 9.29208 2.4148 9.39757C2.52029 9.50306 2.66336 9.56232 2.81255 9.56232H13.8298L9.72708 13.6644C9.67481 13.7166 9.63336 13.7787 9.60507 13.8469C9.57679 13.9152 9.56223 13.9884 9.56223 14.0623C9.56223 14.1362 9.57679 14.2094 9.60507 14.2777C9.63336 14.346 9.67481 14.408 9.72708 14.4603C9.77934 14.5126 9.84138 14.554 9.90967 14.5823C9.97795 14.6106 10.0511 14.6251 10.125 14.6251C10.199 14.6251 10.2721 14.6106 10.3404 14.5823C10.4087 14.554 10.4708 14.5126 10.523 14.4603L15.5855 9.39779C15.6378 9.34555 15.6793 9.28351 15.7076 9.21523C15.7359 9.14694 15.7505 9.07375 15.7505 8.99982C15.7505 8.9259 15.7359 8.85271 15.7076 8.78442C15.6793 8.71613 15.6378 8.6541 15.5855 8.60186L10.523 3.53936C10.4175 3.43381 10.2743 3.37451 10.125 3.37451C9.97578 3.37451 9.83262 3.43381 9.72708 3.53936C9.62153 3.6449 9.56223 3.78806 9.56223 3.93732C9.56223 4.08659 9.62153 4.22975 9.72708 4.33529L13.8298 8.43732H2.81255C2.66336 8.43732 2.52029 8.49659 2.4148 8.60208C2.30931 8.70757 2.25005 8.85064 2.25005 8.99982Z" fill="currentColor"/> 526</svg></div></a></div></div></div><div class="news_list-wrapper w-dyn-list"><div role="list" class="news_list is-custom w-dyn-items"><div role="listitem" class="news_item w-dyn-item"><a aria-label="Allocate Marks Five Years in Business, Surpasses $5 Billion in Platform Assets as Private Markets Wealth Channel Adoption Accelerates" href="https://www.businesswire.com/news/home/20260805603228/en/Allocate-Marks-Five-Years-in-Business-Surpasses-%245-Billion-in-Platform-Assets-as-Private-Markets-Wealth-Channel-Adoption-Accelerates" target="_blank" class="news_item-link
526is-custom w-inline-block"><div class="news_image-wrapper"><img loading="lazy" src="https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a7343a069845bfeb0903019_5years_1920x1080.png" alt="" sizes="100vw" srcset="https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a7343a069845bfeb0903019_5years_1920x1080-p-500.png 500w, https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a7343a069845bfeb0903019_5years_1920x1080-p-800.png 800w, https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a7343a069845bfeb0903019_5years_1920x1080-p-1080.png 1080w, https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a7343a069845bfeb0903019_5years_1920x1080-p-1600.png 1600w, https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a7343a069845bfeb0903019_5years_1920x1080.png 1920w" class="news_image"/></div><div class="news_item-content"><div class="news_item-content-top"><div class="margin-bottom margin-xsmall"><div class="news_meta-wrapper"><div class="text-style-eyebrow">Business Wire</div></div></div><div class="text-style-circularxx-book text-size-medium">Allocate Marks Five Years in Business, Surpasses $5 Billion in Platform Assets as Private Markets Wealth Channel Adoption Accelerates</div></div><div class="margin-top margin-xlarge"><div class="button-group"><div class="button is-link is-icon news_card"><div class="text-color-grey-700">August 5, 2026</div><div class="icon-embed_w-hover w-embed"><svg width="32" height="32" viewBox="0 0 32 32" fill="none" xmlns="http://www.w3.org/2000/svg"> 527<path d="M4.00001 16.0001C4.00001 16.2653 4.10536 16.5196 4.2929 16.7072C4.48044 16.8947 4.73479 17.0001 5.00001 17.0001H24.5863L17.2925 24.2926C17.1996 24.3855 17.1259 24.4958 17.0756 24.6172C17.0253 24.7386 16.9995 24.8687 16.9995 25.0001C16.9995 25.1315 17.0253 25.2616 17.0756 25.383C17.1259 25.5044 17.1996 25.6147 17.2925 25.7076C17.3854 25.8005 17.4957 25.8742 17.6171 25.9245C17.7385 25.9747 17.8686 26.0006 18 26.0006C18.1314 26.0006 18.2615 25.9747 18.3829 25.9245C18.5043 25.8742 18.6146 25.8005 18.7075 25.7076L27.7075 16.7076C27.8005 16.6147 27.8742 16.5044 27.9246 16.383C27.9749 16.2616 28.0008 16.1315 28.0008 16.0001C28.0008 15.8687 27.9749 15.7385 27.9246 15.6171C27.8742 15.4957 27.8005 15.3854 27.7075 15.2926L18.7075 6.29257C18.5199 6.10493 18.2654 5.99951 18 5.99951C17.7346 5.99951 17.4801 6.10493 17.2925 6.29257C17.1049 6.48021 16.9995 6.7347 16.9995 7.00007C16.9995 7.26543 17.1049 7.51993 17.2925 7.70757L24.5863 15.0001H5.00001C4.73479 15.0001 4.48044 15.1054 4.2929 15.293C4.10536 15.4805 4.00001 15.7349 4.00001 16.0001Z" fill="currentColor"/> 528</svg></div></div></div></div></div></a></div><div role="listitem" class="news_item w-dyn-item"><a aria-label="VanEck Partners with Allocate to Expand Private Markets Access for the Wealth Channel" href="https://www.businesswire.com/news/home/20260729854371/en/VanEck-Partners-with-Allocate-to-Expand-Private-Markets-Access-for-the-Wealth-Channel" target="_blank" class="news_item-link is-custom w-inline-block"><div class="news_image-wrapper"><img loading="lazy" src="https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a69d31fd8d2aefc0d177e55_Allocate%20x%20VanEck_1920x1080.png" alt="" sizes="100vw" srcset="https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a69d31fd8d2aefc0d177e55_Allocate%20x%20VanEck_1920x1080-p-500.png 500w, https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a69d31fd8d2aefc0d177e55_Allocate%20x%20VanEck_1920x1080-p-800.png 800w, https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a69d31fd8d2aefc0d177e55_Allocate%20x%20VanEck_1920x1080.png 960w" class="news_image"/></div><div class="news_item-content"><div class="news_item-content-top"><div class="margin-bottom margin-xsmall"><div class="news_meta-wrapper"><div class="text-style-eyebrow">Business Wire</div></div></div><div class="text-style-circularxx-book text-size-medium">VanEck Partners with Allocate to Expand Private Markets Access for the Wealth Channel</div></div><div class="margin-top margin-xlarge"><div class="button-group"><div class="button is-link is-icon news_card"><div class="text-color-grey-700">July 29, 2026</div><div class="icon-embed_w-hover w-embed"><svg width="32" height="32" viewBox="0 0 32 32" fill="none" xmlns="http://www.w3.org/2000/svg"> 529<path d="M4.00001 16.0001C4.00001 16.2653 4.10536 16.5196 4.2929 16.7072C4.48044 16.8947 4.73479 17.0001 5.00001 17.0001H24.5863L17.2925 24.2926C17.1996 24.3855 17.1259 24.4958 17.0756 24.6172C17.0253 24.7386 16.9995 24.8687 16.9995 25.0001C16.9995 25.1315 17.0253 25.2616 17.0756 25.383C17.1259 25.5044 17.1996 25.6147 17.2925 25.7076C17.3854 25.8005 17.4957 25.8742 17.6171 25.9245C17.7385 25.9747 17.8686 26.0006 18 26.0006C18.1314 26.0006 18.2615 25.9747 18.3829 25.9245C18.5043 25.8742 18.6146 25.8005 18.7075 25.7076L27.7075 16.7076C27.8005 16.6147 27.8742 16.5044 27.9246 16.383C27.9749 16.2616 28.0008 16.1315 28.0008 16.0001C28.0008 15.8687 27.9749 15.7385 27.9246 15.6171C27.8742 15.4957 27.8005 15.3854 27.7075 15.2926L18.7075 6.29257C18.5199 6.10493 18.2654 5.99951 18 5.99951C17.7346 5.99951 17.4801 6.10493 17.2925 6.29257C17.1049 6.48021 16.9995 6.7347 16.9995 7.00007C16.9995 7.26543 17.1049 7.51993 17.2925 7.70757L24.5863 15.0001H5.00001C4.73479 15.0001 4.48044 15.1054 4.2929 15.293C4.10536 15.4805 4.00001 15.7349 4.00001 16.0001Z" fill="currentColor"/> 530</svg></div></div></div></div></div></a></div><div role="listitem" class="news_item w-dyn-item"><a aria-label="Allocate Expands Leadership Team Amid Rapid Growth, Appoints Matt Dunn as Chief Revenue Officer" href="https://finance.yahoo.com/technology/ai/articles/allocate-expands-leadership-team-amid-100000853.html" target="_blank" class="news_item-link
530is-custom w-inline-block"><div class="news_image-wrapper"><img loading="lazy" src="https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a6769a58daea9b2900dedb8_Matt%20Dunn_1920x1080.png" alt="" sizes="100vw" srcset="https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a6769a58daea9b2900dedb8_Matt%20Dunn_1920x1080-p-500.png 500w, https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a6769a58daea9b2900dedb8_Matt%20Dunn_1920x1080-p-800.png 800w, https://cdn.prod.website-files.com/69802fedd1006b5aa40bb297/6a6769a58daea9b2900dedb8_Matt%20Dunn_1920x1080.png 860w" class="news_image"/></div><div class="news_item-content"><div class="news_item-content-top"><div class="margin-bottom margin-xsmall"><div class="news_meta-wrapper"><div class="text-style-eyebrow">Yahoo! Finance</div></div></div><div class="text-style-circularxx-book text-size-medium">Allocate Expands Leadership Team Amid Rapid Growth, Appoints Matt Dunn as Chief Revenue Officer</div></div><div class="margin-top margin-xlarge"><div class="button-group"><div class="button is-link is-icon news_card"><div class="text-color-grey-700">July 8, 2026</div><div class="icon-embed_w-hover w-embed"><svg width="32" height="32" viewBox="0 0 32 32" fill="none" xmlns="http://www.w3.org/2000/svg"> 531<path d="M4.00001 16.0001C4.00001 16.2653 4.10536 16.5196 4.2929 16.7072C4.48044 16.8947 4.73479 17.0001 5.00001 17.0001H24.5863L17.2925 24.2926C17.1996 24.3855 17.1259 24.4958 17.0756 24.6172C17.0253 24.7386 16.9995 24.8687 16.9995 25.0001C16.9995 25.1315 17.0253 25.2616 17.0756 25.383C17.1259 25.5044 17.1996 25.6147 17.2925 25.7076C17.3854 25.8005 17.4957 25.8742 17.6171 25.9245C17.7385 25.9747 17.8686 26.0006 18 26.0006C18.1314 26.0006 18.2615 25.9747 18.3829 25.9245C18.5043 25.8742 18.6146 25.8005 18.7075 25.7076L27.7075 16.7076C27.8005 16.6147 27.8742 16.5044 27.9246 16.383C27.9749 16.2616 28.0008 16.1315 28.0008 16.0001C28.0008 15.8687 27.9749 15.7385 27.9246 15.6171C27.8742 15.4957 27.8005 15.3854 27.7075 15.2926L18.7075 6.29257C18.5199 6.10493 18.2654 5.99951 18 5.99951C17.7346 5.99951 17.4801 6.10493 17.2925 6.29257C17.1049 6.48021 16.9995 6.7347 16.9995 7.00007C16.9995 7.26543 17.1049 7.51993 17.2925 7.70757L24.5863 15.0001H5.00001C4.73479 15.0001 4.48044 15.1054 4.2929 15.293C4.10536 15.4805 4.00001 15.7349 4.00001 16.0001Z" fill="currentColor"/> 532</svg></div></div></div></div></div></a></div></div></div><div class="show-mobile-landscape"><div class="margin-top margin-xxlarge"><div class="button-group is-center mobile-align-left"><a href="/allocate-in-the-news" class="button is-link is-icon w-inline-block"><div>View all</div><div class="icon-embed-xxsmall w-embed"><svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg"> 533<path d="M2.25005 8.99982C2.25005 9.14901 2.30931 9.29208 2.4148 9.39757C2.52029 9.50306 2.66336 9.56232 2.81255 9.56232H13.8298L9.72708 13.6644C9.67481 13.7166 9.63336 13.7787 9.60507 13.8469C9.57679 13.9152 9.56223 13.9884 9.56223 14.0623C9.56223 14.1362 9.57679 14.2094 9.60507 14.2777C9.63336 14.346 9.67481 14.408 9.72708 14.4603C9.77934 14.5126 9.84138 14.554 9.90967 14.5823C9.97795 14.6106 10.0511 14.6251 10.125 14.6251C10.199 14.6251 10.2721 14.6106 10.3404 14.5823C10.4087 14.554 10.4708 14.5126 10.523 14.4603L15.5855 9.39779C15.6378 9.34555 15.6793 9.28351 15.7076 9.21523C15.7359 9.14694 15.7505 9.07375 15.7505 8.99982C15.7505 8.9259 15.7359 8.85271 15.7076 8.78442C15.6793 8.71613 15.6378 8.6541 15.5855 8.60186L10.523 3.53936C10.4175 3.43381 10.2743 3.37451 10.125 3.37451C9.97578 3.37451 9.83262 3.43381 9.72708 3.53936C9.62153 3.6449 9.56223 3.78806 9.56223 3.93732C9.56223 4.08659 9.62153 4.22975 9.72708 4.33529L13.8298 8.43732H2.81255C2.66336 8.43732 2.52029 8.49659 2.4148 8.60208C2.30931 8.70757 2.25005 8.85064 2.25005 8.99982Z" fill="currentColor"/> 534</svg></div></a></div></div></div></div></div></div></div></section><section class="section_faq"><div class="padding-global"><div class="container-large"><div class="padding-section-medium"><div class="faq_component"><div class="w-layout-grid faq_content"><div class="faq_content-left"><div class="margin-bottom margin-small"><h2 class="text-weight-normal">Frequently asked questions</h2></div></div><div class="faq_list"><div class="faq_accordion"><div data-w-id="79188891-7f43-8848-3169-7e6ac383d960" style="color:rgb(0,0,0)" class="faq3_question no_top"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 535<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 536</svg></div></div><div class="faq-question">What does Allocate do?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">Allocate is a tech platform that helps wealth advisors run private markets programs at scale, from curating opportunities that can be diligenced through AI-powered workflows to creating white-labeled vehicle feeders and unified portfolio tracking â one platform for the entire lifecycle.</p></div></div></div><div class="faq_accordion"><div data-w-id="9714fdfe-b5b1-6a0e-9fee-afd0bbdaa9cb" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 537<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 538</svg></div></div><div class="faq-question">Who is Allocate for?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">Wealth advisory firms (RIAs) and their investment teams, operations, and advisors. We also work with asset managers who want to engage the wealth channel without operational complexity.</p></div></div></div><div class="faq_accordion"><div data-w-id="0ed4c602-ff45-579f-4da1-c1ed3aaf648b" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 539<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 540</svg></div></div><div class="faq-question">How does AI work at Allocate?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">Diligence and operational tasks that used to take weeks now run continuously in the background: documents parsed, portfolios updated, comparisons and insights built as new information lands. That gives your team the time back to spend on the decisions that require judgment.</p></div></div></div><div class="faq_accordion"><div data-w-id="7efaa0e7-f253-aa53-99ee-52e3e6376bb1" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 541<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 542</svg></div></div><div class="faq-question">Does Allocate replace my existing systems?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">No. Allocate integrates into existing client reporting systems â designed to minimize disruption and operational lift. We coordinate private markets workflows across them.</p></div></div></div><div class="faq_accordion"><div data-w-id="a6903255-1920-d6dd-d742-3c6f40261a16" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 543<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 544</svg></div></div><div class="faq-question">What about compliance and security?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">Allocate is SOC 2 Type II compliant with role-based permissions, audit trails, and enterprise-grade controls designed for regulated wealth advisory firms.</p></div></div></div><div class="faq_accordion"><div data-w-id="4a66ee4b-0982-25a4-c56b-e3849652d120" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 545<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 546</svg></div></div><div class="faq-question">Does Allocate curate investment opportunities?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">Yes, we continue to offer a curated selection of highly vetted and qualified private markets offerings that meet our platform eligibility and operational criteria, helping wealth advisors augment their own investment efforts.</p></div></div></div><div class="faq_accordion"><div data-w-id="302c7fb3-275e-46bc-b7a6-6e67fcbd7c3b" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 547<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 548</svg></div></div><div class="faq-question">How do asset managers use Allocate?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">Asset managers engage wealth advisors through standardized workflows â including aggregated SPVs and feeder vehicles that let them accept smaller commitments as one LP position without operational burden.</p></div></div></div><div class="faq_accordion"><div data-w-id="
548863eecff-a30d-68ae-0fc1-96b03d9e95ca" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 549<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 550</svg></div></div><div class="faq-question">What size wealth advisory firm is this built for?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">We work with firms from $500M to $250B+ in AUM. Whether you are just building a program or have a sophisticated program already, Allocate can serve your needs.</p></div></div></div></div></div></div></div></div></div></section><section class="section_cta"><div class="padding-global"><div class="container-large"><div class="padding-section-small"><div class="cta-wrapper"><div class="cta_component is-grid is-homepage"><div class="cta_content-left"><h2 class="text-weight-normal text-size-huge">Explore Allocate</h2></div><div class="cta_content-right left-align mobile-center"><div class="button-group mobile-center"><a aria-label="Learn More for Wealth Advisors" href="/wealth-advisors" class="button is-small is-icon custom w-inline-block"><div class="text-size-medium">Solutions for Wealth Advisors</div></a><a aria-label="Learn More for Wealth Advisors" href="/asset-managers" class="button is-small is-icon custom blue w-inline-block"><div class="text-size-medium">Solution for Asset Managers</div></a></div></div></div></div></div></div></div></section><footer data-navbar-theme="dark" class="footer_component"><div class="padding-global"><div class="container-large"><div class="padding-vertical padding-xlarge"><div class="padding-bottom padding-xxlarge"><div class="w-layout-grid footer6_top-wrapper"><div id="w-node-_3a1106e5-1526-1c86-f8f6-1d7156bee177-56bee171" class="footer6_link-column"><div class="footer6_link-list"><a href="#back-to-top" class="button is-link is-icon is-alternate text-align-left less-padding w-inline-block"><div class="text-size-large">Back to Top</div><div class="icon-embed-small w-embed"><svg width="32" height="32" viewBox="0 0 32 32" fill="none" xmlns="http://www.w3.org/2000/svg"> 551<path d="M26.3538 20.3537C26.3073 20.4001 26.2522 20.437 26.1915 20.4622C26.1308 20.4873 26.0657 20.5003 26 20.5003C25.9343 20.5003 25.8692 20.4873 25.8085 20.4622C25.7478 20.437 25.6927 20.4001 25.
5516463 20.3537L16 10.7074L6.35375 20.3537C6.25993 20.4475 6.13269 20.5002 6 20.5002C5.86732 20.5002 5.74007 20.4475 5.64625 20.3537C5.55243 20.2598 5.49973 20.1326 5.49973 19.9999C5.49973 19.8672 5.55243 19.74 5.64625 19.6462L15.6463 9.64615C15.6927 9.59967 15.7478 9.56279 15.8085 9.53762C15.8692 9.51246 15.9343 9.49951 16 9.49951C16.0657 9.49951 16.1308 9.51246 16.1915 9.53762C16.2522 9.56279 16.3073 9.59967 16.3538 9.64615L26.3538 19.6462C26.4002 19.6926 26.4371 19.7477 26.4623 19.8084C26.4874 19.8691 26.5004 19.9342 26.5004 19.9999C26.5004 20.0656 26.4874 20.1307 26.4623 20.1914C26.4371 20.2521 26.4002 20.3072 26.3538 20.3537Z" fill="currentColor"/> 552</svg></div></a></div><div class="spacer-medium show-mobile-landscape"></div></div><div class="footer6_link-column"><div class="footer6_link-list padding-left padding-custom"><div class="margin-bottom margin-tiny"><a href="https://maps.app.goo.gl/RXsyzd5PXJ6XQ6mz9" target="_blank" class="footer-link w-inline-block"><p class="text-color-white footer-text">Palo Alto <br/>502 Waverley St, Ste. 2 <br/>Palo Alto, CA 94301</p></a></div><div class="margin-bottom margin-0"><a href="https://maps.app.goo.gl/ifg6Q6FHx5onAb9R9" target="_blank" class="footer-link w-inline-block"><p class="text-color-white footer-text">New York City<br/>776 6th Ave, 2nd Floor<br/>New York, NY 10001</p></a></div></div></div><div class="footer6_link-column"><div class="footer6_link-list"><a href="/wealth-advisors" class="footer6_link">Wealth Advisors</a><a href="/asset-managers" class="footer6_link">Asset Managers</a><a href="https://app.allocate.co/login" class="footer6_link">Platform</a><a href="/allocate-institute" class="footer6_link">Resources</a><a href="/about" class="footer6_link">About Us</a><a href="/careers" class="footer6_link">Careers</a><a href="/allocate-in-the-news" class="footer6_link">Newsroom</a></div></div><div id="w-node-_3a1106e5-1526-1c86-f8f6-1d7156bee19d-56bee171" class="footer6_link-column"><div class="footer6_link-list"><a href="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6982e8e510e146c0f673e9f0_Allocate%20Form%20CRS%202023.pdf" target="_blank" class="footer6_link">Form CRS</a><a href="/compliance-and-security" target="_blank" class="footer6_link">Compliance & Security</a><a href="/legal" target="_blank" class="footer6_link">Legal Disclaimers</a><a href="/privacy-policy" target="_blank" class="footer6_link">Privacy Policy</a><a href="/feedback" target="_blank" class="footer6_link">Feedback</a></div></div><div id="w-node-_10da8c86-9722-dab0-3478-008403af688c-56bee171" class="button-group is-right is-custom_footer"><a href="/get-in-touch" class="button w-button">Get Started</a><a href="https://institute.allocate.co/newsletter-signup" target="_blank" class="button is-alternate join-mailing-hover w-button">Join Our Mailing List</a></div></div></div><div class="padding-top padding-medium"><div class="footer6_bottom-wrapper"><a href="/" aria-current="page" class="footer6_logo-link w-nav-brand w--current"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69701e473ec7bffa986200ec_allocate-logo.svg" alt="" class="footer_logo"/></a><div class="horizontal-wrapper align-bottom"><a aria-label="Connect with us on LinkedIn!" href="https://www.linkedin.com/company/allocateco/" target="_blank" class="footer-link text-color-white w-inline-block"><div class="w-embed"><svg width="27" height="27" viewBox="0 0 27 27" fill="none" xmlns="http://www.w3.org/2000/svg"> 553<path d="M24.6399 0H1.57276C1.15564 0 0.755601 0.165701 0.460651 0.460651C0.165701 0.755601 0 1.15564 0 1.57276V24.6399C0 25.057 0.165701 25.4571 0.460651 25.752C0.755601 26.047 1.15564 26.2127 1.57276 26.2127H24.6399C25.057 26.2127 25.4571 26.047 25.752 25.752C26.047 25.4571 26.2127 25.057 26.2127 24.6399V1.57276C26.2127 1.15564 26.047 0.755601 25.752 0.460651C25.4571 0.165701 25.057 0 24.6399 0ZM25.1642 24.6399C25.1642 24.779 25.1089 24.9123 25.0106 25.0106C24.9123 25.1089 24.779 25.1642 24.6399 25.1642H1.57276C1.43372 25.1642 1.30037 25.1089 1.20206 25.0106C1.10374 24.9123 1.04851 24.779 1.04851 24.6399V1.57276C1.04851 1.43372 1.10374 1.30037 1.20206 1.20206C1.30037 1.10374 1.43372 1.04851 1.57276 1.04851H24.6399C24.779 1.04851 24.9123 1.10374 25.0106 1.20206C25.1089 1.30037 25.1642 1.43372 25.1642 1.57276V24.6399ZM8.38806 11.0093V19.3974C8.38806 19.5364 8.33283 19.6698 8.23451 19.7681C8.13619 19.8664 8.00285 19.9216 7.86381 19.9216C7.72477 19.9216 7.59142 19.8664 7.4931 19.7681C7.39479 19.6698 7.33955 19.5364 7.33955 19.3974V11.0093C7.33955 10.8703 7.39479 10.7369 7.4931 10.6386C7.59142 10.5403 7.72477 10.4851 7.86381 10.4851C8.00285 10.4851 8.13619
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559<script> 560(() => { 561 /* âââ CONFIG ââââââââââââââââââââââââââââââ */ 562 const SCROLL_THRESHOLD = 50; // px before glass activates 563 const THEME_CHECK_OFFSET = 80; // should match your navbar height 564 const DARK_ATTR = 'data-navbar-theme'; 565 const DARK_VALUE = 'dark'; 566 567 /* âââ ELEMENTS ââââââââââââââââââââââââââââ */ 568 const primary = document.getElementById('navPrimary'); 569 const secondary = document.getElementById('navSecondary'); 570 const navbars = [primary, secondary].filter(Boolean); 571 572 if (!navbars.length) { 573 console.warn('[NavGlass] No navbars found'); 574 return; 575 } 576 577 /* âââ DARK SECTIONS CACHE âââââââââââââââââ */ 578 let darkSections = []; 579 580 function cacheDarkSections() { 581 darkSections = Array.from( 582 document.querySelectorAll(`[${DARK_ATTR}="${DARK_VALUE}"]`) 583 ); 584 } 585 cacheDarkSections(); 586 587 /* GLASS EFFECT */ 588 let lastScrolled = null; 589 590 function updateGlass() { 591 const scrolled = window.scrollY > SCROLL_THRESHOLD; 592 if (scrolled === lastScrolled) return; 593 lastScrolled = scrolled; 594 navbars.forEach(nav => nav.classList.toggle('nav-scrolled', scrolled)); 595 } 596 597 /* DARK SECTION DETECTION */ 598 let lastDark = null; 599 600 function updateTheme() { 601 let isDark = false; 602 603 for (const section of darkSections) { 604 const rect = section.getBoundingClientRect(); 605 if (rect.top <= THEME_CHECK_OFFSET && rect.bottom > THEME_CHECK_OFFSET) { 606 isDark = true; 607 break; 608 } 609 } 610 611 if (isDark === lastDark) return; 612 lastDark = isDark; 613 navbars.forEach(nav => nav.classList.toggle('nav-theme-dark', isDark)); 614 } 615 616 /* âââ SCROLL HANDLER (rAF-throttled) ââââ */ 617 let ticking = false; 618 619 function onScroll() { 620 if (!ticking) { 621 requestAnimationFrame(() => { 622 updateGlass(); 623 updateTheme(); 624 ticking = false; 625 }); 626 ticking = true; 627 } 628 } 629 630 /* âââ LISTENERS âââââââââââââââââââââââââââ */ 631 window.addEventListener('scroll', onScroll, { passive: true }); 632 window.addEventListener('resize', () => { 633 cacheDarkSections(); 634 updateGlass(); 635 updateTheme(); 636 }); 637 window.addEventListener('load', () => { 638 cacheDarkSections(); 639 updateGlass(); 640 updateTheme(); 641 }); 642 643 // Run immediately 644 updateGlass(); 645 updateTheme(); 646 647 console.log('[NavGlass] â Running'); 648 console.log(`[NavGlass] Found ${navbars.length} navbar(s), ${darkSections.length} dark section(s)`); 649})(); 650</script>
650 651 652<!-- webflow slider code --> 653
654<script> 655document.addEventListener("DOMContentLoaded", () => { 656 // One Webflow slider per page 657 const slider = document.querySelector(".w-slider"); 658 if (!slider) return; 659 660 const nextBtn = slider.querySelector(".w-slider-arrow-right"); 661 if (!nextBtn) return; 662 663 // Start on slide 2 (pre-advance once on load) 664 // If you see a tiny flash, increase the timeout to 80â120ms. 665 setTimeout(() => nextBtn.click(), 60); 666 667 // ====== TUNE THESE ====== 668 const delayMs = 7000; // how long each slide stays visible 669 const firstMoveDelayMs = 7000; // how long to keep slide 2 visible after entering view before moving again 670 const threshold = 0.7; // 0..1 (higher = start later) 671 // ======================== 672 673 let intervalId = null; 674 let timeoutId = null; 675 let isInView = false; 676 let isHovered = false; 677 678 const clearTimers = () => { 679 if (timeoutId) { 680 clearTimeout(timeoutId); 681 timeoutId = null; 682 } 683 if (intervalId) { 684 clearInterval(intervalId); 685 intervalId = null; 686 } 687 }; 688 689 const start = () => { 690 if (!isInView || isHovered) return; 691 if (timeoutId || intervalId) return; 692 693 timeoutId = setTimeout(() => { 694 timeoutId = null; 695 if (!isInView || isHovered) return; 696 697 nextBtn.click(); // advance once 698 intervalId = setInterval(() => { 699 if (!isInView || isHovered) return; 700 nextBtn.click(); 701 }, delayMs); 702 }, firstMoveDelayMs); 703 }; 704 705 const stop = () => clearTimers(); 706 707 // Pause on hover 708 slider.addEventListener("mouseenter", () => { 709 isHovered = true; 710 stop(); 711 }); 712 713 slider.addEventListener("mouseleave", () => { 714 isHovered = false; 715 start(); 716 }); 717 718 // Start only when in view; stop when out of view 719 const observer = new IntersectionObserver( 720 ([entry]) => { 721 isInView = entry.isIntersecting; 722 if (isInView) start(); 723 else stop(); 724 }, 725 { threshold } 726 ); 727 728 observer.observe(slider); 729}); 730</script>
730 731<!-- swiperjs -->
732<script src="https://cdn.jsdelivr.net/npm/swiper@12/swiper-bundle.min.js"></script>
vendor: 1 bytes, line 732
732
733<script> 734window.Webflow = window.Webflow || []; 735window.Webflow.push(function () { 736 const mq = window.matchMedia("(max-width: 991px)"); 737 const instances = new Map(); 738 function initOne(block) { 739 const swiperEl = block.querySelector(".swiper"); 740 if (!swiperEl) return null; 741 const paginationEl = block.querySelector(".swiper-pagination"); 742 const nextEl = block.querySelector(".pagination-button.is-next"); 743 const prevEl = block.querySelector(".pagination-button.is-prev"); 744 return new Swiper(swiperEl, { 745 loop: true, 746 grabCursor: true, 747 autoplay: { 748 delay: 6000, // CHANGED: was 2500 â this instance only runs on mobile, so give more reading time 749 disableOnInteraction: false, 750 pauseOnMouseEnter: true, // harmless to keep, but does nothing on touch â the fix below covers touch 751 }, 752 slidesPerView: 1, 753 spaceBetween: 5, 754 slidesOffsetBefore: 5, 755 slidesOffsetAfter: 5, 756 pagination: paginationEl ? { el: paginationEl, clickable: true } : undefined, 757 navigation: (nextEl && prevEl) ? { nextEl, prevEl } : undefined, 758 // NEW: touch-based pause/resume, since pauseOnMouseEnter is a no-op on touchscreens 759 on: { 760 touchStart: function () { 761 this.autoplay.stop(); 762 clearTimeout(this.__resumeTimer); 763 }, 764 touchEnd: function () { 765 clearTimeout(this.__resumeTimer); 766 const sw = this; 767 this.__resumeTimer = setTimeout(function () { 768 sw.autoplay.start(); 769 }, 6000); // resumes 6s after they lift their finger 770 }, 771 }, 772 }); 773 } 774 function destroyAll() { 775 instances.forEach((inst, block) => { 776 inst.destroy(true, true); 777 block.querySelectorAll(".swiper-wrapper, .swiper-slide") 778 .forEach(el => el.removeAttribute("style")); 779 }); 780 instances.clear(); 781 } 782 function sync() { 783 const blocks = document.querySelectorAll(".mobile-swiper-wrapper"); 784 if (mq.matches) { 785 blocks.forEach(block => { 786 if (!instances.has(block)) { 787 const inst = initOne(block); 788 if (inst) instances.set(block, inst); 789 } 790 }); 791 } else { 792 destroyAll(); 793 } 794 } 795 sync(); 796 mq.addEventListener ? mq.addEventListener("change", sync) : mq.addListener(sync); 797 window.addEventListener("resize", sync); 798}); 799</script>
799 800<!-- end swiperjs --></body></html>
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