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, Utah. The expansion, a unified data and AI layer spanning the private markets ecosystem, extends Allocate’s infrastructure across the full fundraising and investment lifecycle, streamlining how capital moves between advisors, their clients, and fund managers.
The announcement comes at an inflection point for the industry, marked by the emergence of the wealth channel as a primary capital source and the convergence of private and public markets. With more than 360 wealth firms now on the platform and over 4.2 billion in assets, Allocate is scaling the infrastructure behind a network it has spent years building.
Today, advisors evaluating private market investments face a fragmented, inconsistent process, with manual workflows for each fund. GPs are being asked to deliver an institutional-quality experience to a growing investor base, often using tools that weren’t built for the wealth channel. At the same time, LPs expect a simpler, more consistent way to access and evaluate opportunities.
Allocate’s expansion bridges this gap with a single, unified system that aims to bring together advisors and their operations teams, end clients through a custom-branded investment experience, and GPs looking to design, manage, and scale their private wealth distribution more efficiently.
“The shift in private markets isn’t just about new capital — it’s about the infrastructure required to make participation sustainable at scale,” said Samir Kaji, CEO and Co-Founder of Allocate. “Extending our infrastructure across the full lifecycle reflects what advisors, their clients, and GPs actually need: a single unified system built for how private markets work today. That includes a curated discovery engine, not a marketplace, built on the belief that access without quality is just noise. But technology and discovery only go so far. The most important infrastructure in private markets remains the network, which is why we chose to unveil it at Beyond Summit 2026. It brings together the people actually building this market, and networks like this compound when the right people spend time together.”
To support this development and the company’s continued growth, Allocate continues to deepen its executive bench, most recently appointing Arthur Diochon as Head of Investment Research, Tracy Gallagher as Head of Investment Strategy, and Matt Dunn as Advisor. Diochon brings 15+ years of private markets investment research experience across the wealth channel, joining from BMO Private Wealth where he most recently served as Head of Private Markets for North America; he holds both CFA and CAIA designations. Gallagher brings over a decade of institutional experience building private markets offerings across the wealth channel. Dunn, a veteran of PIMCO, Morgan Stanley, and Opto Investments, brings deep expertise in scaling RIA practices and strengthening the human capital behind Allocate’s mission to unlock the wealth channel.
With infrastructure now spanning the full private markets lifecycle and a network anchored by the wealth firms, GPs, and LPs convened at Beyond Summit, Allocate enters the second half of 2026, positioning itself as a connective layer the industry has been building toward.
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-enabled workflows and operations, 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 or investment advisory services. References to specific firms, managers, or investment opportunities are for illustrative purposes only and do not constitute endorsements or recommendations. Asset figures refer to assets on the Allocate platform and/or across partner firms, as applicable, and are not indicative of investment performance or client returns. Statements regarding market trends, platform capabilities, operational efficiencies, or future growth reflect current views and assumptions and are subject to change without notice.
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