Allocate, the private markets operating system for wealth advisory firms and fund managers, has announced an expanded partnership with Dynasty Financial Partners, one of the largest platforms serving independent registered investment advisories (RIAs) with $125 billion in assets under administration as of fourth quarter 2025. Under the agreement, Allocate will serve as a preferred partner for white-label private markets solutions for Dynasty and its network of RIAs, with Allocate technology and custom fund services powering many of Dynasty’s private market opportunities.
The expanded partnership represents an evolution of the relationship that began in 2022 and reflects a shared conviction that the right combination of investment solutions, elevated advisor and client experience, and dedicated service – not just deal access –enables RIAs to build and manage private markets programs responsibly and at scale.
The partnership is structured for the long term, with Al
