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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 Chronograph
Chronograph makes cloud software for monitoring private capital portfolios. It sells one product to limited partners, including family offices, OCIOs, fund-of-funds, pension plans, insurers, endowments and sovereign wealth funds, and a second product to general partners across buyout, growth, venture, infrastructure, credit and hedge fund strategies. Read the Chronograph 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
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
Canoe IntelligenceIn the news
Alternative investment document collection and data extraction software
- Family offices
- RIAs
- Asset managers
Alternatives platformsCustom quote
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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
AltoIn the news
Self-directed IRA platform for private market investments
- RIAs
- Banks and trust companies
Alternatives platformsPer account
Realized
1031 exchange and DST investment platform for advisors and investors
- RIAs
- Broker-dealers
- Banks and trust companies