Allocate Marks Five Years in Business, Surpasses $5 Billion in Platform Assets as Private Markets Wealth Channel Adoption Accelerates

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SAN FRANCISCO--(BUSINESS WIRE)--Allocate, the private markets operating system for wealth advisory firms and fund managers, marked five years in business with over $5 billion in assets, more than tripling over the past year. The milestone reflects the continued adoption of private markets across the wealth channel, where advisors are increasingly looking for the infrastructure, technology, and operational support needed to build and scale private markets programs. Today more than 375 wealth adv