Allocate
Private markets fund, SPV and portfolio platform for wealth advisors
- RIAs
- Asset managers
Alternatives platformsCustom quote
Alternatives to Alto
Alto runs a self-directed IRA platform and marketplace that lets retirement accounts hold private credit, private equity, venture, real estate and infrastructure investments. It serves private wealth advisors, financial institutions that want to offer retirement-account investing on their own platforms, issuers raising capital, and individual investors. Read the Alto profile.
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
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 InvestmentsIn the news
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
Canoe IntelligenceIn the news
Alternative investment document collection and data extraction software
- Family offices
- RIAs
- Asset managers
Alternatives platformsCustom quote
Chronograph
Private capital portfolio monitoring software for LPs and GPs
- Family offices
- Asset managers
Realized
1031 exchange and DST investment platform for advisors and investors
- RIAs
- Broker-dealers
- Banks and trust companies