CAIS

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.

Altruist

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

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.

OneVest

This company provides a wealth management platform for independent advisors and financial institutions to manage client data, onboarding, and workflows in one digital workspace.

Zoe Financial

This company provides a digital wealth platform and marketplace connecting individuals with vetted fiduciary financial advisors for personalised investment management.

Gridline

Gridline provides a digital wealth platform that gives individual investors, advisors and family offices access to diversified alternative investment funds.