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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 Opto Investments
Opto Investments runs a private markets platform for RIAs, private banks and family offices that want to offer alternative investments to their clients. It combines software with fund formation and investment management, so a wealth firm can build its own private markets program rather than placing clients one fund at a time. Read the Opto Investments profile.
Allocate
Private markets fund, SPV and portfolio platform for wealth advisors
- RIAs
- Asset managers
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
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
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