Allocate Surpasses $4 Billion in Assets as Platform Infrastructure Scales to Match Growing Advisor Demand

SAN FRANCISCO, CA – Allocate, the private markets operating system for wealth advisory firms and fund managers, today announced it has surpassed $4 billion in assets on its platform, adding over $700 million in the first three months of 2026 alone – representing 300% year-over-year growth. To support continued scale, the company has added three senior leaders: Tracy Gallagher as Head of Investment Strategy, Arthur Diochon as Head of Investment Research, and Charlotte Malloch as Head of Feeder Operations.

The additions deepen Allocate's capabilities across the three layers of its platform: investment intelligence and access, research infrastructure, and operational execution, which represent the building blocks of Allocate’s full-stack operating system for private markets.

"The $4 billion milestone represents something larger than growth, as it reflects a structural shift in how wealth advisors want to operate in private markets," said Samir Kaji, CEO and Co-Founder of Allocate. "They don't just need access to deals. They need an intelligent system that helps them source, build, and manage private portfolios end to end, with the data infrastructure, operational backbone, and decision-support tools to do it at scale. Tracy, Arthur, and Charlotte each bring a specific capability that moves us closer to that vision. Together, they strengthen the platform layer that makes everything else possible, including AI-driven workflows we have started to release to accelerate due diligence, automate administration, and support the delivery of more personalized portfolio construction. Responsible participation in the private markets requires a level of personalization that to date has been missing at scale.” 

Tracy Gallagher, Head of Investment Strategy: With over a decade of institutional experience, Gallagher most recently served as Global Head of Alternative Investments at Arta Finance, where she built and managed differentiated private markets offerings for a global client base. At Allocate, she will lead the development of proprietary investment products and curation strategy, giving wealth advisory firms structured access across private market asset classes.

Arthur Diochon, Head of Investment Research: Diochon brings 15+ years of private markets investment research experience across the wealth channel. He joins from BMO Private Wealth, where he spent over seven years and most recently served as Head of Private Markets for North America, building institutional-grade research capabilities and working directly with advisors and clients. He holds both CFA and CAIA designations.

Charlotte Malloch, Head of Feeder Operations: Malloch brings over a decade of experience in alternative investments and fund operations to the role. Most recently serving as Director of Operations at Point Olema, she managed operational infrastructure across private market fund programs and has deep experience across multi-family offices, fintech, and private trust. At Allocate, she will drive operational strategy and execution across the platform's feeder infrastructure, a critical layer in delivering private market programs at scale.
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About Allocate

Allocate is the operating system for private market investing, equipping wealth advisory firms to seamlessly source, build, and manage high-quality private portfolios. The platform combines AI-driven investment management, comprehensive fund administration, and personalized access to opportunities, making private market investing more efficient, transparent, and scalable.
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