Allocate Crosses 4.2 Billion and Unveils Full Lifecycle Private Markets Solution Connecting GPs and Advisors at Beyond Summit 2026
260 GPs, LPs, and financial advisors convened in Park City as the private markets operating system extended its infrastructure across the full fundraising and investment lifecycle
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.
