AllocateRite, a deterministic AI-powered wealth management platform, today announced the appointment of Matt Pollard as Chief Executive Officer. Pollard brings nearly three decades of leadership across financial services, fintech, and artificial intelligence, with a proven record of scaling technology businesses and driving transformation across regulated markets.
Before joining AllocateRite, Pollard held senior executive roles at SS C Technologies, Slalom Consulting, Forsythe Solutions, and IBM. He is known for leading large-scale digital transformation, AI adoption, and managed services initiatives, uniting strategic vision with operational execution to consistently drive growth, efficiency, and innovation.
Under Pollards leadership, AllocateRite is entering a new phase of intelligent expansion. Its deterministic AI platform unifies and structures data from banks, custodians, and investment platforms into a single, trusted source of truth. Firms gain a real-time view of clients and portfolios, while the platform streamlines portfolio construction, automates rebalancing, optimizes taxes, and delivers transparent reporting in a fully compliant environment.