Artivest

Artivest (Acquired)

The company provides a digital platform that connects financial advisors and high-net-worth investors with private equity and hedge fund investment opportunities.

iCapital

This company provides a financial technology platform that gives wealth managers and institutional investors access to alternative investment products and private market opportunities.

CAIS

This company provides a financial technology platform that enables independent wealth managers and financial advisors to access and manage alternative investment funds and products.

Arta Finance

Arta Finance develops a digital wealth management platform providing accredited investors with access to alternative assets and artificial intelligence-driven portfolio management services.

Altruist

This company provides a digital wealth management platform and brokerage services for registered investment advisors to manage client accounts, trading, and reporting.

Moonfare

This digital investment platform provides qualified individuals and wealth managers with access to private equity funds and alternative investment opportunities at lower minimum thresholds.

Allocate

This company provides a digital platform for wealth managers and family offices to access, manage and track private market investments.

Bite Investments

This company develops software-as-a-service solutions to manage fundraising, investor onboarding and reporting for alternative asset managers and wealth management professionals.