#United States #New York #AllocateRite #AI Wealth Management #Matt Pollard

AllocateRite Appoints Matt Pollard as New CEO

AllocateRite, an innovative wealth management platform driven by deterministic AI, has officially welcomed Matt Pollard as its Chief Executive Officer. The announcement, made on November 17, 2025, signifies a pivotal moment for the company as it aims to accelerate its global expansion and enhance its capabilities in the financial services industry. Pollard, who brings nearly 30 years of leadership experience in financial services, fintech, and artificial intelligence, has a proven track record of transforming and scaling technology businesses within regulated markets.

Before taking the helm at AllocateRite, Pollard served in senior executive roles at several leading firms, including SSC Technologies, Slalom Consulting, Forsythe Solutions, and IBM. His prior experiences are marked by successful large-scale digital transformations, effective AI adoption, and comprehensive managed services initiatives. This background has equipped him with the strategic vision and operational know-how necessary for leading AllocateRite into a new era of intelligent innovation.

Enhancing Wealth Management Through AI

Under Pollard's leadership, AllocateRite is poised to embark on a new phase of growth, centered on leveraging its deterministic AI platform to unify and structure data from various financial institutions, including banks, custodians, and investment platforms. By creating a single source of trusted data, wealth management firms can gain unprecedented real-time insights into client profiles and investment portfolios. The platform also streamlines portfolio construction, automates rebalancing, optimizes tax strategies, and provides transparent reporting—all within a fully compliant framework.

Bala Shagrithaya, Chairman of the Board at AllocateRite, underlined the significance of Pollard's appointment: "Matt's leadership and dedication to deterministic AI will propel our global expansion and fortify our mission to transform wealth management and financial services." Pollard himself expressed excitement about joining AllocateRite, emphasizing the platform's potential to offer financial firms unparalleled intelligence, precision, and transparency. His enthusiasm for leading the next wave of growth and innovation with an exceptional team marks a promising future for AllocateRite.

A Visionary Leader with a Commitment to Responsible AI

Matt Pollard is recognized not just as a leader but also as a futurist and thought leader in innovation. His contributions extend beyond business; he is a sought-after speaker on the subjects of responsible AI, cross-sectional regulatory alignment, and enterprise transformation. He actively participates on advisory boards, including the University of Denver College of Professional Studies and Aortex, a medical innovator based in Germany, as well as the Alzheimer's Treatment Centers of America. Pollard's commitment to advancing the responsible use of technology aligns closely with AllocateRite's core values and objectives.

About AllocateRite

AllocateRite serves as a deterministic AI-powered wealth management platform that aggregates firm-wide data, analytics, and governance into a centralized system. Designed for financial institutions, Registered Investment Advisors (RIAs), hedge funds, and asset managers, AllocateRite combines enterprise-grade data aggregation with real-time analytics, an AI-powered assistant, and automated portfolio workflows. This innovative approach enables firms to create personalized portfolios on a larger scale while accelerating decision-making processes and ensuring measurable performance with confidence. As AllocateRite enters this new chapter under Pollard's guidance, the organization is set to transform the landscape of wealth management significantly.