Service Provider Profiles
Learn more about some of the companies working to transform how wealth advisors take advantage of alts investments.
1776ing
1776ing is a fintech platform that enables better capitalism for more people. RIAs, Financial Advisors and Accredited Investors use it to perform diligence and invest in Private Equity offerings for their clients and themselves. Entrepreneurs, Companies and Sponsors of offerings use it to easily launch and complete a compliant Reg D private placement offering.
Alternative Investment Exchange (AIX)
Alternative Investment Exchange (AIX) is an end-to-end digital platform purpose-built to improve the processes related to buying, owning, and selling alternative investments. AIX’s technology reduces friction, mitigates risk, and creates value across all alternative investing stakeholder groups – wealth managers, asset managers, custodians, transfer agents, and fund administrators. By evolving beyond documents to make data…
Centersky
Centersky is a financial services-focused CRM management team led by Gary Davi, an innovation award-winning Capital Markets/Alt Sponsor CTO. Gary and his team of Administrators and Developers have each individually been involved directly in the Capital Markets business for 10+ years. Our Business Mission Centersky’s focus is to partner with a traditional IT Department creating…
Marketing Intent
We are a sales-focused marketing group specializing in alternative investments. We help asset managers raise capital and bridge the gap between marketing and sales. And we happen to speak your language. Our team requires little ramp-up time due to our deep background in financial services, alternative investments and commercial real estate. We know the ins and outs of…
SEI Access™
SEI Access is an end-to-end alternatives platform designed to improve the product selection and investment experience for registered investment advisors, broker-dealers, private banks and their clients. Alternative investment fund managers use the end-to-end service to access a wider distribution network and manage the subscription process more easily. The platform’s smart workflow combines electronic subscription documents, proprietary firm paperwork, custodian forms, and e-signature capabilities to help ensure fast…
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