Allocate, the private markets platform, has said it closed 2025 with 325 wealth advisory partnerships and $3.4 billion in assets on its platform.
The partnerships represent over $1 trillion in combined AUM across those firms, it noted, with the platform growing 350% year-over-year, and client adoption up 270%, the company said.
Allocate, in an announcement, added that the momentum follows a $31 million Series B in September, and shows a shift by advisors and investors from occasional investing to systematic private market programs that demand institutional-grade infrastructure.
Allocate's platform comprises three core products: an AI-powered portfolio intelligence engine for private market reporting, a white-label solution for custom funds, and a curated menu of venture capital, private equity, and private credit offerings.
“Advisory firms are hitting an inflection point where alternatives have shifted from nice-to-have to table stakes for client growth and retention,” said CEO and cofounder Samir Kaji.
“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.”
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To date, the firm highlighted it has made over 90 investment opportunities available to advisors, and has partnered with Verita Strategic Wealth Partners, Krilogy, and Dynasty Financial Partners.
The company said it plans to roll out additional AI-driven agents for due diligence, cash flow modeling and tracking, and portfolio balancing, and to expand integrations with custody and reporting systems.
The Recap
- Allocate closed 2025 with 325 wealth advisory partnerships.
- Platform grew to $3.4 billion, a 350% year-over-year increase.
- Company plans more AI agents and expanded custody integrations.
