Allocate
Private markets fund, SPV and portfolio platform for wealth advisors
- RIAs
- Asset managers
Alternatives platformsCustom quote
Alternatives to Arch
Arch makes software that collects and processes documents and data from private market investments for family offices, wealth managers and RIAs, institutional allocators, banks, and accounting and tax firms. The company says it has more than 700 customers and supports more than $600 billion in private investment value. Read the Arch 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
Alkymi
AI document processing that turns private markets and wealth documents into structured data
- Asset managers
Canoe IntelligenceIn the news
Alternative investment document collection and data extraction software
- Family offices
- RIAs
- Asset managers
Alternatives platformsCustom quote
Percent
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
AltoIn the news
Self-directed IRA platform for private market investments
- RIAs
- Banks and trust companies
Alternatives platformsPer account