Gridline

iCapital

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

Artivest

This platform provides technology to help financial advisors and high-net-worth investors access and manage alternative investment funds like private equity and hedge funds.

Allocate

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

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.

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.

Willow Wealth (fka. YieldStreet)

This financial technology company operates a digital platform providing accredited and retail investors with access to alternative private market assets and managed portfolios.

Sidekick Money

This company develops a digital wealth management platform providing diversified portfolios, private market access and lending services for affluent professionals.

Cadre

This company provides a digital investment platform for institutional and individual investors to access commercial real estate assets and secondary market liquidity.