The fiduciary's private markets investment partner

A tech-driven private markets solution built for the wealth management community.

Learn more

Elevating the private investing experience

We work with you to build custom funds that better serve both client and practice goals - and curate a selection of funds across various private markets asset classes.

Improve investment outcomes

We identify and provide access to investments that help you better achieve your clients' growth, income, and risk management goals.

Spend more time with your clients

We handle operations and administrative processes, freeing up your team up to focus on serving your clients and growing your practice.

Differentiate your practice

We arm you with the tools to efficiently construct, pitch, execute, and manage a fully-customized private markets funds program, as well as vital market insights and analysis.

What makes us different?

01

Tech with a personal touch

Leverage our experienced investment, operations, and technology specialists, who are dedicated to delivering a premium experience for you and your clients.

02

Unique insights and analysis

Get client-specific guidance, run holistic portfolio analyses based on real client allocations, and explore and share exclusive content from our extensive network of experienced industry participants.

03

Seamless operations

Minimize pain points throughout the investment process using streamlined tech designed specifically for wealth managers, for a far more efficient transaction & post-trade experience.

Industry interviews and analysis

Our network of top-tier private markets investors and allocators are here to provide you timely and actionable input.

Get Insights