Matt Dunn

About

Experience

• Chief Revenue OfficerCurrent

  Allocate

  Jul 2026 – Present

  Leading Allocate's revenue organization, including new business, expansion and the Relationship Management team, as the company scales its operating system for private markets. Partnering with the CEO and leadership team on go-to-market strategy, pipeline and forecasting infrastructure, and demand generation. Building out Relationship Management coverage across regions and working directly with wealth advisory firms and asset managers to deepen distribution partnerships.

• RevFolio Partners, Principal - Financial Services Marketing and Distribution

  RevFolio Partners · San Francisco Bay Area

  Oct 2022 – Jul 2026

  Advisor and partner to asset managers, RIAs and financial disruptors. RevFolio Partners works with wealth management and fintech firms that compete where trust is the product. We bring together marketing strategy, distribution intelligence, data and AI to help firms build scaled client relationships that compound over time, the kind that drive revenue, retention and referrals. As the founder, I led the digital transformation of marketing at Franklin Templeton, PIMCO and Morgan Stanley Wealth, and developed the Next Best Action platform now generating significant revenue across the industry. Most recently I took that experience into the startup world, spending three years building a brand from zero and scaling GTM for private markets. That full range of experience, from institutional scale to Series A execution, lives in everything we build and every engagement we take on. We are selective about who we work with, not out of exclusivity for its own sake, but because the right partners create a network where everyone grows together.