Allocate
Private markets fund, SPV and portfolio platform for wealth advisors
- RIAs
- Asset managers
Alternatives platformsCustom quote
Alternatives to Realized
Realized runs a platform for 1031 exchanges and Delaware Statutory Trust (DST) investments. It works directly with real estate investors and offers an advisor platform for registered investment advisers, trust companies, banks and broker-dealers that want to add DSTs, Qualified Opportunity Zone funds and similar real estate strategies to client portfolios. Read the Realized 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
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