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Private-investment document collection and data platform for wealth firms
- Family offices
- RIAs
- Banks and trust companies
Alternatives platforms15 integrationsCustom quote
Alternatives platforms
Platforms that give advisors access to alternative investments and run their subscriptions and operations.
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Showing 28 of 28Most complete profiles first, then A to Z
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Private markets fund, SPV and portfolio platform for wealth advisors
- RIAs
- Asset managers
Alternatives platformsCustom quote
Anchorage DigitalIn the news
Qualified digital-asset custody and trading for wealth managers
- RIAs
- Broker-dealers
- Wirehouses
- Family offices
Custody & clearing1 integrationCustom quote
Canoe IntelligenceIn the news
Alternative investment document collection and data extraction software
- Family offices
- RIAs
- Asset managers
Alternatives platforms5 integrationsCustom quote
Intapp DealCloud
Deal, relationship and distribution CRM for private capital firms and family offices
- Family offices
- Asset managers
CRM2 integrationsCustom quote
Percent
Private credit marketplace for RIAs, family offices and accredited investors
- RIAs
- Family offices
VertaloIn the news
Tokenization and digital transfer-agent software for private securities
- Asset managers
- Broker-dealers
Alternatives platformsCustom quote
Vidrio Financial
Managed data services and portfolio software for alternative investment allocators
- Family offices
- Asset managers
Family-office technology2 integrationsCustom quote
AltoIn the news
Self-directed IRA platform for private market investments
- RIAs
- Banks and trust companies
Alternatives platforms1 integrationPer account
BitGoIn the news
Digital-asset custody, trading and wallet infrastructure for institutions and advisers
- RIAs
- Asset managers
- Banks and trust companies
CAISIn the news
Alternatives and structured notes platform for independent advisors
- RIAs
- Broker-dealers
- Asset managers
Alternatives platforms5 integrations
Chronograph
Private capital portfolio monitoring software for LPs and GPs
- Family offices
- Asset managers
Alternatives platforms3 integrations
Copia Wealth StudiosIn the news
Portfolio reporting and document software for family offices and RIAs
- Family offices
- RIAs
Family-office technologyCustom quote
Eaglebrook Advisors
Digital-asset separately managed account platform for financial advisors
- RIAs
TAMP & managed accounts4 integrations
Equity Trust Company
Self-directed IRA custodian for alternative assets
- RIAs
- Broker-dealers
Custody & clearingPer account
FundCount
Accounting and investment reporting software for family offices and funds
- Family offices
- Asset managers
Family-office technologySubscription
iCapitalIn the news
Alternative investment, structured note and annuity platform for wealth managers
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
Alternatives platforms2 integrations
InvestorFlow
Salesforce-based CRM for private markets fundraising and advisor-channel distribution
- Asset managers
CRM6 integrations
LemonEdge
Fund and partnership accounting software for private markets and family offices
- Family offices
- Asset managers
Family-office technology1 integration
Mainstar Trust
Self-directed IRA and alternative asset custody for advisors and investors
- RIAs
- Broker-dealers
Custody & clearing4 integrations
Opto InvestmentsIn the news
Private markets program platform for RIAs, private banks and family offices
- RIAs
- Family offices
- Banks and trust companies
Alternatives platformsCustom quote
PaxosIn the news
White-label crypto trading, custody and stablecoin infrastructure for financial firms
- Broker-dealers
Custody & clearingCustom quote
PCR Insights
Custodial and alternative investment data aggregation for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Broker-dealers
Realized
1031 exchange and DST investment platform for advisors and investors
- RIAs
- Broker-dealers
- Banks and trust companies
STRATA Trust CompanyIn the news
Self-directed IRA custody for alternative assets
- RIAs
- Broker-dealers
Custody & clearingPer account
SydecarIn the news
SPV formation and administration platform for private market deals
- Family offices
- RIAs
Alternatives platformsPer transaction
TaurusIn the news
Digital asset custody, tokenization and trading software for banks
- Broker-dealers
- Banks and trust companies
Custody & clearing3 integrationsCustom quote
zerohashIn the news
API infrastructure for crypto trading, stablecoin payments and tokenization
- Broker-dealers
- Banks and trust companies
Custody & clearingCustom quote
Alternatives platforms: questions to ask before you buy
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Alternatives platforms in the news
- Alto
RIA sale prices turn on retention; the structure carries the multiple
- Alto
A buyer's deal pipeline is not collateral for an RIA sale
- BitGo
Kalshi Prime pitches RIAs perpetual futures with crypto-backed loans for eligible investors
- iCapital
Ezra Group's AI connector directory grows from 69 to 244 in ten weeks
- Canoe Intelligence
Top 100 hedge funds trail wider industry in first half
- Vertalo
Microsoft, Alphabet and Goldman Sachs among seven new objectors to OKXICE tokenized stock trading