Allocate
Private markets fund, SPV and portfolio platform for wealth advisors
- RIAs
- Asset managers
Alternatives platformsCustom quote
Alternatives to Vertalo
Vertalo makes tokenization and transfer-agent software for issuers, asset managers, transfer agents and the broker-dealers, trading venues and custodians that work with them. The Austin, Texas company was founded in 2017 and is itself an SEC-registered transfer agent. Read the Vertalo profile.
Percent
Private credit marketplace for RIAs, family offices and accredited investors
- RIAs
- Family offices
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
Realized
1031 exchange and DST investment platform for advisors and investors
- RIAs
- Broker-dealers
- Banks and trust companies