Allocate Marks Five Years in Business, Surpasses $5 Billion in Platform Assets as Private Markets Wealth Channel Adoption AcceleratesAllocate, 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. Allocate has significantly expanded its role within the private markets ecosystem over the course of the year, including strategic partnerships with Dynasty Financial Partners and VanEck. "Today, we're seeing advisors move beyond exploring private markets and toward building scalable, long-term programs for clients. With a growing network of advisors, asset managers, and investors, the company enters its sixth year well positioned to continue supporting the future of powering private markets.