Allocate announced an expanded partnership with Dynasty Financial Partners to provide enhanced private market solutions for the Dynasty Network of independent registered investment advisors. Under the agreement, Allocate will serve as a preferred partner for white-label private market offerings, with its technology and fund services supporting many of Dynasty’s private market opportunities.
The partnership builds on a relationship that began in 2022 and reflects a shared focus on helping RIAs deliver private market access with a combination of investment solutions, advisor experience, and dedicated service rather than simply providing deal flow.
As part of the expanded arrangement, Dynasty advisors will gain access to Allocate feeder funds, white-labeled fund solutions, and Allocate Insights. The firms said the relationship is designed to help advisors build and manage private market programs in a scalable and responsible manner.
Allocate said the wealth management industry is reaching a pivotal stage in the delivery of private market investments and that firms investing in the proper infrastructure and service capabilities are likely to be positioned for long-term success. Dynasty noted that Allocate has continued to invest in technology and has developed an end-to-end platform for RIAs seeking access to private markets.
The two companies said the partnership is structured with a long-term perspective, with both organizations collaborating on solutions and workflows intended to improve the advisor and client experience.
Dynasty Financial Partners reported $125 billion in assets under administration as of the fourth quarter of 2025.
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“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. Dynasty has built one of the most sophisticated independent advisor platforms in the industry, and we’re proud to expand the range of private markets solutions available to its network.”
Samir Kaji, CEO And Co-Founder, Allocate
“What makes this partnership meaningful is the breadth of private market capabilities Dynasty advisors can access through Allocate. Beyond the breadth of the solution set, Dynasty Network advisors will be able to benefit from relationship-level pricing and dedicated client service. We are thrilled to expand our partnership with Dynasty.”
Peter Epstein, Managing Director, Allocate
“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. Through this expanded relationship, advisors in the Dynasty Network will continue to benefit from the scale and increased operational efficiency in how they access private market solutions.”
Marc Hineman, Chief Operating Officer, Dynasty Financial Partners
