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Private-investment document collection and data platform for wealth firms
- Family offices
- RIAs
- Banks and trust companies
Alternatives platformsCustom quote
Alternatives to Allocate
Allocate runs a private markets platform that connects wealth advisory firms with fund managers. Advisors use it to build private markets programs for clients, and asset managers use it to take in smaller commitments from the wealth channel. Read the Allocate profile.
iCapitalIn the news
Alternative investment, structured note and annuity platform for wealth managers
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
Opto Investments
Private markets program platform for RIAs, private banks and family offices
- RIAs
- Family offices
- Banks and trust companies
Alternatives platformsCustom quote
Canoe IntelligenceIn the news
Alternative investment document collection and data extraction software
- Family offices
- RIAs
- Asset managers
Alternatives platformsCustom quote
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Private credit marketplace for RIAs, family offices and accredited investors
- RIAs
- Family offices
Vertalo
Tokenization and digital transfer-agent software for private securities
- Asset managers
- Broker-dealers
Alternatives platformsCustom quote
CAISIn the news
Alternatives and structured notes platform for independent advisors
- RIAs
- Broker-dealers
- Asset managers
Chronograph
Private capital portfolio monitoring software for LPs and GPs
- Family offices
- Asset managers
Alkymi
AI document processing that turns private markets and wealth documents into structured data
- Asset managers
AltoIn the news
Self-directed IRA platform for private market investments
- RIAs
- Banks and trust companies
Alternatives platformsPer account