Allocate (), a leading technology platform revolutionizing private market investing for wealth advisors and family offices, today announced a strategic partnership with Rose Capital Advisors (), a boutique wealth advisory firm renowned for its personalized and relationship-driven approach to client service. This collaboration will enable Rose Capital Advisors to elevate its private market offerings with Allocate's cutting-edge platform, providing scalable bespoke solutions that align with the unique needs of their clients.
MENLO PARK, Calif., Feb. 4, 2025 /PRNewswire-PRWeb/ -- Allocate (), a leading technology platform revolutionizing private market investing for wealth advisors and family offices, today announced a strategic partnership with Rose Capital Advisors (), a boutique wealth advisory firm renowned for its personalized and relationship-driven approach to client service. This collaboration will enable Rose Capital Advisors to elevate its private market offerings with Allocate's cutting-edge platform, providing scalable bespoke solutions that align with the unique needs of their clients.
"Rose Capital Advisors is a trusted name in wealth management, known for delivering bespoke solutions that prioritize the needs and goals of their clients," said Samir Kaji, CEO of Allocate. "We're thrilled to partner with Michael Rose and his team to expand their private markets capabilities and help them continue to provide exceptional value to their clients."
This partnership represents a significant milestone for Rose Capital Advisors, led by Michael Rose, Founder and Managing Partner, as the firm continues to innovate and expand its private market solutions for clients.
Through this partnership, Rose Capital Advisors will leverage Allocate's platform to deliver customized private market strategies across a variety of asset classes, including private equity, venture capital, real estate, and private credit. The partnership reflects both firms' shared belief that the future of private markets lies in creating client-first solutions that combine innovative technology with expert advisory services.
"Our investment philosophy at Rose Capital Advisors is to build institutional portfolios, modified for ultra-high net worth investors." said Jonathan Binns, Portfolio Manager of Rose Capital Advisors. "Partnering with Allocate allows us to carry out this philosophy by improving the private markets capabilities and offerings that we deliver to clients."
Allocate's white-labeled platform will empower Rose Capital Advisors to streamline operations, enhance client engagement, and design bespoke multi-strategy funds tailored to their clients' evolving needs. The collaboration aims to remove traditional barriers to private market investing, offering clients curated opportunities in a way that is both seamless and effective.
"The platform that Allocate has built enables us to deliver sophisticated private market strategies in a way that is differentiated from other advisors while remaining focused on long-term client success," said Mike Reardon, Director of Client Solutions at Rose Capital Advisors. "We are excited about this collaboration and its potential to redefine how we approach private market investing for our clients."
The partnership underscores Allocate and Rose Capital Advisors' commitment to advancing private market investing through a combination of innovative technology, deep expertise, and a relentless focus on client outcomes.
For more information about Allocate, visit. For more about Rose Capital Advisors, visit.
Media Contact
Hana Yang, Allocate, 1 650-260-3431, [email protected], allocate.co
SOURCE Allocate
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