Allocate
About Allocate
Allocate provides a digital operating system and infrastructure for wealth advisors and asset managers to manage private market investments. The platform supports portfolio management, reporting and streamlined operations for registered investment advisors. Recent coverage has focused on the company reaching asset milestones, executive appointments and strategic partnerships to improve private market access.
FF News has published 6 stories featuring Allocate, most recently "Allocate Expands Executive Team with New CTO and CFO to Drive Private Market Innovation" (5 November 2026).
People at Allocate on FF News
- Samir Kaji, CEO and Co-founder
- Arnold Engel, Chief Financial Officer and head of embedded financial products
- Hana Yang, Co-Founder and CXO
- Jon Gaudette, Head of AI
- Matt Dunn, Chief Revenue Officer
- Naim Falandino, Chief Technology Officer
Latest Allocate news
- Allocate Expands Executive Team with New CTO and CFO to Drive Private Market Innovation 5 November 2026 TradeTech Eye
- Savvy Wealth Launches AI-Native Private Markets Program for Independent Advisors 29 October 2026 TradeTech Eye
- Allocate Hits $5 Billion in Platform Assets as Private Markets Adoption Surges 5 August 2026 TradeTech Eye
- VanEck Partners with Allocate to Streamline Private Markets Access for Wealth Advisors 30 July 2026 TradeTech Eye
- Allocate Names Matt Dunn as CRO to Scale Private Markets Operating System 7 July 2026 TradeTech Eye
- Pluto Launches an AI-Powered Lending Platform to Unlock Liquidity in Private Markets, Backed by Leading Credit Investors 6 January 2026