Tag : Allocate

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

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

Business Wire
The private markets operating system more than triples its assets on platform and now supports 375+ wealth advisory firms 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.......
Allocate Expands Leadership Team Amid Rapid Growth, Appoints Matt Dunn as Chief Revenue Officer
Artificial Intelligence Investment Services News

Allocate Expands Leadership Team Amid Rapid Growth, Appoints Matt Dunn as Chief Revenue Officer

Business Wire
Latest executive appointments reinforce Allocate’s momentum as demand for modern private markets infrastructure accelerates across the wealth channel Allocate, the private markets operating system for wealth advisory firms and fund managers, announced the appointment of Matt Dunn as Chief Revenue Officer (CRO). A veteran of PIMCO, Morgan Stanley, and Opto Investments,......
Allocate Announces Strategic Asset Acquisition of The Coterie’s Platform, Advancing the Vision for the Operating System of Private Markets
Finance Fintech News

Allocate Announces Strategic Asset Acquisition of The Coterie’s Platform, Advancing the Vision for the Operating System of Private Markets

Business Wire
Allocate, building the operating system for private market investing, today announced that it has acquired the technology and platform assets of The Coterie, a fintech leader focused on making private markets more efficient and transparent for fund managers and their investors. This asset acquisition marks a significant milestone for both......
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