SAN FRANCISCO, September 03, 2025--(BUSINESS WIRE)--Allocate today announced the close of a $30.5 million Series B round, bringing the company's total capital raised since inception to $64 million.

SAN FRANCISCO, July 23, 2025--(BUSINESS WIRE)--Allocate, building the operating system for private market investing, today announced that it has acquired the technology and platform assets of The ...

Allocate Crosses 4.2 Billion and Unveils Full Lifecycle Private Markets Solution Connecting GPs and Advisors at Beyond Summit 2026 260 GPs, LPs, and financial advisors convened in Park City as the ...

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

Dynasty expands its partnership with Allocate as a preferred private markets platform, enhancing the Dynasty Network’s access to Allocate feeder funds, white-labeled fund solutions, and Allocate ...

Allocate Software, an international provider of healthcare workforce management software owned by Vista Equity Partners and Hg, is fielding another round of bids today, according to people with ...

SAN FRANCISCO--(BUSINESS WIRE)--Allocate, the private markets operating system for wealth advisory firms and fund managers, today shared highlights from its fourth annual Beyond Summit, in Park City, ...