Allocate Closes 2025 with Record Growth, Serving 325+ Wealth Advisory Firms

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 infrastructure platform serving wealth advisors and fund managers, closed 2025 with 325 wealth advisory partnerships representing over $1 trillion in combined AUM across those firms. The platform grew to $3.4B in assets – a 350% increase year-over-year – while client adoption of Allocate’s platform rose 270%.

This momentum follows Allocate's $31 million Series B in September and reflects a new phase for private markets, as advisors and investors shift from occasional, reactive investing to systematic programs that demand institutional-grade infrastructure.

"Advisory firms are hitting an inflection point where alternatives have shifted from nice-to-have to table stakes for client growth and retention," said Samir Kaji, CEO and Co-Founder of Allocate. "At scale, legacy systems are simply inadequate and don’t provide the solution needed for advisors to provide robust and responsible private market programs. Firms need infrastructure that removes operational friction while keeping them in control of strategy and client relationships.”

Allocate's platform delivers three core products: an AI-powered portfolio intelligence engine that automates private market reporting, a white-label solution for launching firm-branded custom funds, and a highly curated menu of offerings across venture capital, private equity, and private credit. To date, the firm has made over 90 investment opportunities available to advisors.

Allocate partnered with firms including Verita Strategic Wealth Partners, Krilogy, and Dynasty Financial Partners. The company also launched a turnkey solution enabling GPs to accept wealth channel capital with minimums as low as $100,000.

Buoyed by the continued growth of the platform capabilities, January 2026 marked Allocate's strongest month to date in advisor adoption.

The company plans to roll out additional AI-driven agents for due diligence, cash flow modeling and tracking, and portfolio balancing, while expanding integrations with custody and reporting systems.

About Allocate:

Allocate is an intelligent infrastructure platform for private market investing, equipping wealth advisory firms and fund managers to seamlessly source, build, and manage high-quality private portfolios. The platform leverages AI-driven investment management, comprehensive administration, and personalized access to opportunities at reduced minimums, making private market investing more efficient, transparent, and responsible.

This press release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. References to specific firms or managers are for illustrative purposes only and do not constitute endorsements or recommendations. Asset figures refer to assets on the Allocate platform or across partner firms, as applicable, and are not indicative of investment performance or client returns.