CEO Samir Kaji explains how Allocate's private markets platform positions RIAs to capitalize on companies driving the AI economy outside of Nvidia and other blue chips.

SAN FRANCISCO, July 23, 2025--(BUSINESS WIRE)--Allocate, building the operating system for private market investing, today announced that it has acquired the technology and platform assets of The ...

Vista Equity Partners said April 23 that it invested in Allocate Software. Financial terms weren’t announced. Allocate, of the U.K., provides workforce solutions to the healthcare, defense and ...

Allocate Software, an international provider of healthcare workforce management software owned by Vista Equity Partners and Hg, is fielding another round of bids today, according to people with ...

AUSTIN, Texas--(BUSINESS WIRE)--Vista Equity Partners (“Vista”), a leading global investment firm focused on enterprise software, data and technology-enabled businesses, today announced that it has ...