Allocate (www.allocate.co), a leading technology platform transforming private market investing for wealth advisors and family offices, announced today a strategic partnership with CW Advisors (www.cwadvisorsgroup.com), a wealth advisory firm managing approximately $10 billion (as of 12/31/2024) in client assets. Through this collaboration, Allocate will power CW Advisors' bespoke, white-labeled private market strategies, enabling tailored and scalable solutions that align with clients' diverse investment objectives.
MENLO PARK, Calif., Jan. 15, 2025 /PRNewswire-PRWeb/ -- Allocate (www.allocate.co), a leading technology platform transforming private market investing for wealth advisors and family offices, announced today a strategic partnership with CW Advisors (www.cwadvisorsgroup.com), a wealth advisory firm managing approximately $10 billion (as of 12/31/2024) in client assets. Through this collaboration, Allocate will power CW Advisors' bespoke, white-labeled private market strategies, enabling tailored and scalable solutions that align with clients' diverse investment objectives.
"CW Advisors is an exceptional wealth platform, renowned for providing highly sophisticated private market solutions to their clients," said Samir Kaji, CEO of Allocate. "We're thrilled to support their bespoke private markets platform and contribute to their commitment to excellence."
CW Advisors chose Allocate as its private markets partner to deliver a next-generation solution built on a shared vision that the future of private markets lies in a deep client centric approach. Allocate's white-labeled platform enables CW Advisors to offer a sophisticated private markets strategy across asset classes while preserving their dedication to personalized wealth management for clients ranging from high-net worth families to ultra-high-net-worth individuals and institutions.
"Our mission has always been to deliver innovative, personalized solutions that address the evolving needs of our clients," said Ken Zannoni, President of CW Advisors. "Partnering with Allocate expands our private markets offering in a way that's both scalable and highly tailored. This partnership provides a fully integrated platform that simplifies access to private markets while maintaining the high level of customization our clients have come to expect."
For years, CW Advisors has provided clients with access to high-quality private investments across a range of asset classes. This partnership further enhances their ability to deliver curated opportunities in private equity, venture capital, private credit, real estate, and more. Allocate's white-labeled platform empowers CW Advisors to design and launch bespoke single or multi-strategy funds for clients, as well as roll out additional tailored funds each year. The platform enhances operational efficiency, streamlines workflows, and elevates the client experience.
"Private markets have long been challenging to navigate, creating barriers even for experienced advisors," said Jennifer DeSisto, Chief Investment Officer of CW Advisors. "Allocate's platform removes those hurdles by providing advanced technology and actionable insights. This allows us to offer high-quality private market allocations in a way that's efficient, scalable, and fully aligned with client objectives."
"The private markets space is overdue for innovation, and this partnership highlights how white-labeled solutions can deliver transformational value client by client," said Samir Kaji. "We're excited to partner with CW Advisors to redefine private market access and create exceptional outcomes for advisors and their clients."
This collaboration reflects Allocate and CW Advisors' shared commitment to modernizing private markets investing by combining technology, expertise, and a client-first approach.
For more information about Allocate, visit www.allocate.co. For more about CW Advisors, visit www.cwadvisorsgroup.com.
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