Evergreen Gavekal Joins Forces with Allocate on Private Markets Solutions for Wealth Firms

Registered investment advisor Evergreen Gavekal has partnered with Allocate, a private markets operating system for wealth advisory firms and fund managers, to provide investment vehicles. 

Through the partnership, Allocate will provide private market solutions to expand client access to Evergreen’s technology and operational infrastructure.  

Additionally, Allocate has been tapped as a partner to solve operational difficulties across investor onboarding, reporting, capital call management, and fund administration.

Evergreen Gavekal, founded in 1983, provides financial planning, trust services, tax advisory, and family office solutions, and investment management to high-net-worth and ultra-high-net-worth clients.