Allocate Expands Leadership Team Amid Rapid Growth, Appoints Matt Dunn as Chief Revenue Officer
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, today announced the appointment of Matt Dunn as Chief Revenue Officer (CRO). A veteran of PIMCO, Morgan Stanley, and Opto Investments, Dunn's role follows a series of strategic senior hires as Allocate scales to meet surging demand for modern private markets infrastructure.
The appointment comes amid significant momentum for Allocate. Over the past year, the company has grown to support more than 375 wealth advisory firms, built relationships with over 1,500 private asset managers, and grown platform assets to over $4.8 billion, cementing its role as the infrastructure layer connecting advisors, investors, and fund managers across the private markets lifecycle.
"We're seeing a fundamental shift in how advisors access and manage private markets, and the demand for modern infrastructure continues to accelerate," said Samir Kaji, CEO and Co-Founder of Allocate. "To support that opportunity, we've continued investing across the business—from research and strategy to relationship management, marketing, AI, and revenue leadership—while expanding our platform, deepening strategic partnerships, and growing our advisor and fund manager network. Matt's appointment reflects both the scale of the opportunity ahead and the caliber of team we're building to pursue it. His experience scaling advisor-focused businesses, combined with the expertise we've added across the organization, positions Allocate well for the next phase of growth."
