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AllocateRite Appoints Matt Pollard as Chief Executive Officer

PRIVATENov 17, 2025

Position

Chief Executive Officer

Company

AllocateRite

Matt Pollard
matt.pollard@allocaterite.com
New YorkSoftwareArtificial IntelligenceFinanceFintech

Description

AllocateRite has announced the appointment of Matt Pollard as CEO. Pollard, with nearly three decades of leadership in financial services and technology, is set to drive the company's next phase of intelligent expansion.

Quick answer

AllocateRite Appoints Matt Pollard as Chief Executive Officer (November 17, 2025). AllocateRite is based in New York, New York, United States.

Who is the new Chief Executive Officer at AllocateRite?
AllocateRite named Matt Pollard Chief Executive Officer, announced November 17, 2025.
What did AllocateRite announce on November 17, 2025?
AllocateRite has announced the appointment of Matt Pollard as CEO. Pollard, with nearly three decades of leadership in financial services and technology, is set to drive the company's next phase of intelligent expansion.
What does AllocateRite do?
AllocateRite is a deterministic AI-powered wealth management platform that unifies firmwide data, analytics, and governance into a single intelligent system.
Where is AllocateRite based?
AllocateRite is based in New York, New York, United States.
Which similar companies made leadership changes around the same time?
Advyzon (October 15, 2025), BigBear.ai (October 14, 2025), Finbourne (October 8, 2025) and PowerPlan (November 18, 2025) also announced leadership changes within 45 days of AllocateRite.

Source: Fundz verified event record.

Other recent leadership changes in Finance and Fintech

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at AllocateRite, and when

A new leader at AllocateRite brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day AllocateRite raises, hires an executive or expands, scored against what you sell
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Company Information

Company

AllocateRite

Location

100 Wall St

New York, New York, United States

About

AllocateRite is a deterministic AI-powered wealth management platform that unifies firmwide data, analytics, and governance into a single intelligent system. Built for financial institutions, RIAs, hedge funds, and asset managers, it combines enterprise-grade data aggregation with real-time analytics, an AI assistant, and automated portfolio workflows. AllocateRite enables personalized portfolios at scale, accelerates decision-making, and delivers measurable performance with confidence.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment AllocateRite changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

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AllocateRite changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.