Allocate
Platform for advisory firms to run private markets programs and white-label funds.
allocate.coAllocate lets wealth advisory firms offer venture, growth equity, buyout and private credit investments, launch firm-branded funds and SPVs, and track private holdings. The company says it works with more than 1,500 fund managers.
It reported serving about 325 advisory firms at the end of 2025, and said in August 2026 it had passed $5 billion in platform assets. It bought The Coterie's platform assets in 2025.
What it does
- Curated private market offerings
- White-label funds and SPVs
- Portfolio tracking
- AI-assisted document handling
Coverage
- Savvy Wealth brings pre-IPO private markets deals to its advisors through Allocate
Financial ADVSR, Oct 29
- Savvy Wealth Launches Private Markets Program
WealthManagement.com, Oct 29
- Savvy Wealth opens pre-IPO private markets program to its advisors
InvestmentNews, Oct 29
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