Allocate
Private markets fund, SPV and portfolio platform for wealth advisors
- RIAs
- Asset managers
Alternatives platformsCustom quote
Alternatives to CAIS
CAIS runs a platform that connects independent financial advisors and wealth management home offices with alternative asset managers and structured note issuers. Asset managers use it to reach the independent wealth channel, and bank issuers use it to distribute structured notes. Read the CAIS profile.
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
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
Arch
Private-investment document collection and data platform for wealth firms
- Family offices
- RIAs
- 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
AltoIn the news
Self-directed IRA platform for private market investments
- RIAs
- Banks and trust companies
Alternatives platformsPer account
Chronograph
Private capital portfolio monitoring software for LPs and GPs
- Family offices
- Asset managers