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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 Alkymi
Alkymi sells a document data platform to asset allocators, asset managers and wealth firms that handle large volumes of investment paperwork, especially for private markets. It uses large language models to pull data out of unstructured documents and deliver it to downstream systems. Read the Alkymi profile.
Allocate
Private markets fund, SPV and portfolio platform for wealth advisors
- RIAs
- Asset managers
Alternatives platformsCustom quote
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
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
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