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Est. 2026The front page of wealth managementNew York

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Samir Kaji

Co-founder, CEO and president at Allocate

At a glance

Samir Kaji was named co-founder, CEO and president at Allocate (our reporting, October 29, 2026). One story in our coverage names them so far.

Firm
Allocate
Role
Co-founder, CEO and president
In our coverage
1 story

The record

  1. Named co-founder, CEO and president at Allocate

    Savvy Wealth brings pre-IPO private markets deals to its advisors through Allocate Financial ADVSR

How this page is built

Every line on this page comes from a story that names Samir Kaji: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 29, 2026. All people in our coverage →