Allocate has marked its fifth year in business by surpassing $5 billion in platform assets, driven by accelerating wealth channel adoption of private markets, according to a recent company announcement. The milestone highlights a broader industry shift as private equity, venture capital, and private credit increasingly become accessible to individual wealth advisors and high-net-worth clients.
Platform Growth and Strategic Milestones
Industry adoption has surged as wealth managers look beyond traditional public equities and fixed-income portfolios to capture yield in private markets.
Expanding Access Through Industry Partnerships
Asset management giant VanEck partnered with Allocate to expand private markets access for wealth advisors, according to investment announcements from both firms.
Frequently Asked Questions
- What is Allocate?
- How much assets does Allocate manage? According to recent corporate disclosures, the platform has surpassed $5 billion in assets as it celebrates its fifth year of operations.
- Who partners with Allocate?
The Outlook for Private Wealth Channels
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