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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 iCapital
iCapital runs a technology platform that wealth managers use to research, buy and administer alternatives, annuities and structured notes, and that asset managers use to distribute funds to advisors. It also serves family offices and institutional investors, and offers a white-label version that firms can run under their own brand. Read the iCapital profile.
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Private markets fund, SPV and portfolio platform for wealth advisors
- RIAs
- Asset managers
Alternatives platformsCustom quote
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
Chronograph
Private capital portfolio monitoring software for LPs and GPs
- Family offices
- 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