Allocate and Dynasty Financial Partners Expand Strategic Partnership to Enhance Access to Private Market Investments and Solutions
The private markets landscape continues to evolve rapidly as wealth management firms seek new ways to provide clients with access to alternative investment opportunities beyond traditional stocks and bonds. In response to growing investor demand and the increasing importance of private markets within diversified portfolios, Allocate, a leading private markets operating system for wealth advisory firms and fund managers, has announced an expanded partnership with Dynasty Financial Partners, one of the largest and most influential platforms serving independent registered investment advisors (RIAs) in the United States.
The enhanced relationship represents a significant milestone for both organizations and highlights the accelerating integration of private market investments into the wealth management ecosystem. Under the expanded agreement, Allocate will serve as a preferred partner for white-label private markets solutions across Dynasty’s advisor network, leveraging its technology platform and custom fund services to power a broad range of private investment opportunities.
For Dynasty Financial Partners, which reported approximately $125 billion in assets under administration as of the fourth quarter of 2025, the collaboration strengthens its ability to support independent advisory firms seeking efficient, scalable, and client-centric access to private markets. For Allocate, the partnership reinforces its growing role as a critical infrastructure provider helping RIAs navigate the increasingly complex world of alternative investments.
Private Markets Become a Strategic Priority for Wealth Managers
Over the past decade, private markets have emerged as one of the fastest-growing segments of the investment landscape. Institutional investors, family offices, pension funds, endowments, and increasingly high-net-worth individuals have allocated larger portions of their portfolios to private equity, private credit, venture capital, infrastructure, and real asset strategies.
Several factors have contributed to this trend.
First, many companies are remaining private for longer periods before pursuing public listings, allowing a significant portion of value creation to occur outside public markets. Investors seeking exposure to early-stage growth opportunities are increasingly looking toward private investments as a means of accessing this potential upside.
Second, private credit markets have expanded substantially as businesses seek alternative financing solutions beyond traditional bank lending. This growth has created new opportunities for investors seeking income-generating assets and diversified return streams.
Third, infrastructure and real asset investments have gained popularity amid rising demand for long-term investment themes tied to energy transition, digital infrastructure, transportation modernization, and economic development.
As these opportunities continue to attract investor interest, wealth management firms are under increasing pressure to develop sophisticated private market programs capable of delivering institutional-quality investment access while maintaining operational efficiency and regulatory compliance.
The expanded partnership between Allocate and Dynasty directly addresses these evolving needs.
A Relationship Built on Shared Vision
The latest agreement represents an evolution of a partnership that began in 2022. Since the initial collaboration, both organizations have worked together to improve access to private markets for independent advisors and their clients.
The expanded relationship reflects a shared belief that successful private market programs require much more than simple access to investment opportunities.
Historically, private market investing was largely reserved for institutional investors due to operational complexity, high investment minimums, extensive due diligence requirements, and administrative burdens. As wealth management firms increasingly seek to bring these opportunities to individual investors, the need for comprehensive infrastructure has become increasingly apparent.
Both Allocate and Dynasty believe that sustainable success in private markets depends on combining quality investment opportunities with robust technology, streamlined operations, dedicated client service, and enhanced advisor experiences.
This philosophy forms the foundation of their expanded collaboration.
Rather than focusing solely on delivering investment products, the partnership is designed to help advisors build scalable private market programs supported by technology, operational expertise, and customized service solutions.
The Role of Allocate in Modern Private Markets Infrastructure
Allocate has positioned itself as a leading technology and operations platform dedicated to simplifying private market investing for wealth management firms, fund managers, and financial advisors.
Its operating system helps firms manage many of the challenges traditionally associated with private market investments, including fund administration, subscription workflows, investor onboarding, reporting, compliance requirements, and ongoing client servicing.
By centralizing these functions within a unified platform, Allocate enables advisors to focus more on portfolio construction and client relationships while reducing operational complexity.
Under the expanded agreement, Dynasty advisors will gain broader access to Allocate’s suite of technology solutions and custom fund services. These capabilities are expected to streamline investment processes while providing a more seamless experience for both advisors and their clients.
As private market investing becomes more mainstream within wealth management, technology platforms like Allocate are playing an increasingly important role in enabling firms to scale their offerings without significantly increasing operational overhead.
White-Label Private Market Solutions
One of the most significant aspects of the partnership is Allocate’s role as a preferred provider of white-label private market solutions for Dynasty’s network.
White-label structures allow wealth management firms to offer customized private investment programs under their own branding while leveraging external expertise and infrastructure behind the scenes.
This approach provides several benefits.
Advisors can maintain stronger control over the client experience while accessing institutional-quality investment opportunities and operational support. At the same time, firms can reduce the administrative burden associated with managing private market investments independently.
For Dynasty’s network of RIAs, these solutions create opportunities to offer differentiated investment experiences while benefiting from the scale and efficiency of a centralized platform.
The result is a model that combines personalization with operational excellence, helping advisors deliver sophisticated investment capabilities without sacrificing client service quality.
The Industry Reaches an Inflection Point
According to Allocate CEO and Co-Founder Samir Kaji, the wealth management industry is entering a pivotal period in how private markets are delivered to clients.
“The wealth management industry is at an inflection point in how it delivers private markets to clients, and the firms that will lead are the ones investing today in the right combination of access, structure, and service—not just deal flow,” Kaji said.
His comments reflect a broader industry shift.
For years, private market conversations largely centered around access to exclusive investment opportunities. Today, however, industry leaders increasingly recognize that access alone is insufficient.
Successful private market programs require robust operational frameworks, thoughtful portfolio construction, client education, advisor training, compliance oversight, and ongoing servicing capabilities.
Kaji emphasized that Dynasty has established one of the industry’s most sophisticated independent advisor platforms and noted that the expanded partnership will help broaden the range of private market opportunities available to advisors within the network.
By combining Dynasty’s advisor ecosystem with Allocate’s infrastructure capabilities, the organizations aim to create a more comprehensive solution for private market investing.
Expanding Advisor Capabilities
Peter Epstein, Managing Director at Allocate, highlighted the breadth of resources available through the partnership.
According to Epstein, Dynasty advisors will benefit from a wide range of private market capabilities while also receiving relationship-level pricing and dedicated service support.
“What makes this partnership meaningful is the breadth of private market capabilities Dynasty advisors can access through Allocate,” Epstein said. “Beyond the breadth of the solution set, Dynasty Network advisors will be able to benefit from relationship-level pricing and dedicated client service.”
These enhancements are particularly important as independent advisors increasingly compete with large wirehouses, private banks, and institutional wealth management firms.
Historically, many independent RIAs faced challenges accessing the same private investment opportunities available to larger organizations. Partnerships such as this help level the playing field by providing independent firms with institutional-grade resources and infrastructure.
As a result, advisors can deliver more comprehensive investment solutions while maintaining the personalized service that often distinguishes independent wealth management firms.
Dynasty’s Commitment to Innovation
For Dynasty Financial Partners, expanding access to private markets is part of a broader strategy focused on empowering independent advisors with industry-leading resources.
Over the years, Dynasty has developed a comprehensive platform designed to support RIAs across multiple aspects of their businesses, including technology, operations, compliance, investment management, capital solutions, and practice management.
The organization’s scale—representing approximately $125 billion in assets under administration—provides significant leverage in negotiating access, pricing, and service arrangements that benefit member firms.
Marc Hineman, Chief Operating Officer at Dynasty, emphasized the importance of working with partners that continue investing in innovation and advisor support.
“We are delighted to expand our partnership with Allocate, who has continued to invest in delivering best-in-class technology and emerged as a leader in end-to-end solutions for RIAs accessing private markets,” Hineman said.
He noted that the strengthened relationship will help advisors benefit from greater operational efficiency and improved scalability when accessing private investment opportunities.
These efficiencies become increasingly valuable as advisors seek to expand private market allocations across a broader range of client portfolios.
The Growing Importance of Operational Excellence
As private markets become more accessible to wealth management clients, operational infrastructure has emerged as a key differentiator among advisory firms.
Managing private investments involves numerous administrative requirements, including subscription documentation, investor accreditation verification, capital call processing, reporting, tax documentation, liquidity management, and compliance monitoring.
Without appropriate technology and support systems, these processes can become resource-intensive and difficult to scale.
The Allocate-Dynasty partnership seeks to address these challenges by creating a streamlined operational framework that reduces complexity while improving transparency and client experiences.
This focus on operational excellence aligns with broader industry trends emphasizing efficiency, automation, and digital transformation.
As advisors continue incorporating alternative investments into client portfolios, platforms capable of simplifying these workflows are expected to play an increasingly important role in wealth management.
The expanded partnership between Allocate and Dynasty Financial Partners reflects the growing significance of private markets within modern wealth management strategies. As investor demand for alternative investments continues to increase, advisors require more than access to opportunities—they need scalable infrastructure, operational expertise, technology integration, and dedicated support.
By deepening their collaboration, Allocate and Dynasty aim to provide exactly that.
The partnership combines Allocate’s private markets operating system and fund services expertise with Dynasty’s extensive network of independent advisors, creating a platform designed to support responsible and scalable private market investing.
As the wealth management industry continues its transformation, firms that successfully integrate technology, service, investment access, and operational efficiency are likely to emerge as leaders in the next generation of private market solutions.
For advisors within the Dynasty Network and the clients they serve, the enhanced relationship offers expanded opportunities to access private investments through a more streamlined, sophisticated, and client-focused experience—one that reflects the future direction of the wealth management industry.
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