Private markets infrastructure hasn't kept up with demand. Asset managers can't efficiently accept smaller allocations. Wealth advisors can't build institutional-quality programs without building large teams and juggling multiple vendors.
Billions in capital demand meet billions in capital supply, but operational friction in the middle prevents efficient flows. Asset managers turn away capital they need. Wealth advisors can't access opportunities their clients want.
The wealth advisory sector represents the fastest-growing capital pool in private markets – projected to deploy $3T by 2029*. Yet antiquated software creates bottlenecks at every step: fragmented subscriptions, manual vehicle administration, disconnected portfolio tracking, and expensive one-off solutions.
*FUSE Research Network via WealthManagement.com | “FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029” (Jan 2025)
Wealth advisors are the fastest-growing source of private markets capital. But every investment still requires manual paperwork, disconnected systems, and operational overhead that doesn't scale.
Allocate is the infrastructure layer for private markets. We handle subscriptions, capital flows, and portfolio operations for wealth advisors building private market programs. What used to require weeks of manual work now runs through a single operating system.
Automation eliminates many manual processes that create bottlenecks in capital flows
Serves both wealth advisory firms & asset managers – the complete capital flow, not just one side
Works alongside and is integrated with major reporting platforms for wealth advisors, rather than requiring replacement
Every interaction is approached with urgency, clarity, and accountability. Taking ownership until complexity is resolved.
Focused on making private markets operable at scale, not accepting current constraints.
Platform Assets includes all discretionary and non-discretionary assets under management by Allocate Management Company, including investment vehicles and separately managed accounts, as well as assets for vehicles where Allocate acts as the general partner, or for which one of its affiliates provides fund administration as a dedicated service.
Samir Kaji and Hana Yang spent decades in venture banking watching wealth advisors get shut out of private markets while asset managers turned away capital they needed. They founded Allocate to fix that – building the infrastructure to connect billions in wealth channel capital to institutional asset managers.
Samir has spent 26 years in private markets, working with funds, companies, and LPs – giving him firsthand perspective on the industry's core problems: limited transparency, operational inefficiency, and barriers to access.
Before founding Allocate, Samir spent 22 years in venture banking at SVB and First Republic, advising over 700 VC and PE firms and personally investing in 80+ funds and companies. Allocate was built to solve the infrastructure problems he witnessed across the ecosystem.
Samir holds an MBA from Santa Clara University, completed the Kauffman Fellows Program, and hosts Venture Unlocked, a leading venture capital podcast.
Hana is the Co-founder and Chief Experience Officer (CXO) of Allocate, where she ensures that every touchpoint across the platform and community delivers a positive, delightful experience for clients – driving engagement, innovation, and excellence throughout the organization.
With over 15 years in private markets, Hana has worked with hundreds of asset managers and capital allocators, giving her deep insight into the industry's challenges around access, diversity, and client experience. Before co-founding Allocate, she was a Managing Director at First Republic Bank's Venture & Technology vertical, advising over 500 VC firms and family offices. She also founded the Women In Venture initiative, mapping 1,100+ women in VC and launching industry compensation reports.
Hana's commitment to building better experiences extends throughout her career. She co-authored the first angel investing book for women and partnered with an early-stage accelerator backed by Google for Entrepreneurs. She is a passionate ecosystem builder for diverse founders, startups, and investors.
Hana holds a BA from UC Berkeley, an MS from Columbia University, and completed the Kauffman Fellows Program (Class 20).
Allocate’s leadership team brings experience from First Republic, J.P. Morgan, CAIS, and Carta, shaping Allocate’s infrastructure for private markets – spanning fund administration, advisor access, and GP operations.
Chief of Staff
Chief Design Officer
Chief Product Officer
Head of Engineering
Lead AI Engineering
Managing Director,
Relationship Management
Head of Fund Solutions
Operations
Senior Counsel
Managing Director,
Fund Operations
Senior Director,
Client Service and Operations
Head of Data Operations
Director,
Marketing
With backgrounds at First Republic, Morgan Stanley, Fidelity, AngelList, and KORE Private Wealth, Allocate’s relationship team supports both wealth advisors and GPs across diligence, onboarding, and long-term platform engagement.
Senior Director,
Relationship Management
Director,
Relationship Management
Director,
Relationship Management
Senior Associate,
Client Service
Senior Associate,
Client Service
Client Associate,
Client Service
