Dynasty Financial Partners Expands Private Markets Partnership With Allocate

Dynasty Financial Partners is giving its network of independent advisors a more robust pathway into private markets, naming Allocate a preferred partner for white-label private markets solutions across the Dynasty Network.

The agreement expands a relationship that dates to 2022, bringing Allocate’s technology platform and custom fund services to bear on a broader range of Dynasty’s private market offerings. Advisors within the network will gain access to Allocate feeder funds, white-label fund structures, and a wider array of investment solutions — along with the operational infrastructure needed to build and scale private markets programs efficiently.

“Beyond the breadth of the solution set, Dynasty Network advisors will be able to benefit from relationship-level pricing and dedicated client service,” said Peter Epstein, Managing Director at Allocate.

Allocate CEO and Co-Founder Samir Kaji framed the expanded arrangement as a deliberate effort to bring together investment access, operational infrastructure, and service capabilities for advisors looking to meaningfully grow their private markets practices — not just add a product or two.

On the Dynasty side, chief operating officer Marc Hineman said the partnership is expected to improve operational efficiency and help advisors scale their use of private market investments more effectively across the network.

Dynasty, which reported approximately $125 billion in assets under administration as of April 2025, continues to invest in the capabilities that help its network firms compete at the highest levels of wealth management.