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 the connective tissue between alternative investment players, AIX makes it easier to conduct business and accelerate industry growth.

If you are looking for a technology solution to enable your alts business, AIX is the only industry-wide enterprise solution for alternative investments. With data-driven subscriptions, account maintenance, and repurchasing, AIX supports you through the entire lifecycle of an investment, from buying to owning to selling.

  • Our subscription services create a mutual fund-like investing experience, making it easier to access and trade into alternative investment products.
  • Our account maintenance services enable digital maintenance requests, mitigating tedious paperwork and manual processes.
  • Our repurchasing services, actively being shaped by our customers, will provide an unprecedented level of transparency and ease, helping to address some of the key administrative challenges tied to liquidity.

You no longer have to imagine an all-digital investing experience for alts. Contact us to learn more: info@aixplatform.com.

Founded

2019
(incubated since 2015)

Management Team

Joseph P. Ujobai

Chief Executive Officer

Brad West

Chief Operating Officer

Sara Murphy

Head of Platform Solutions

Contact Information

info@aixplatform.com

150 Rouse Boulevard
Suite 200
Philadelphia, PA 19112

Supported Product Types 

  • DPPs
  • DSTs/1031 Exchanges
  • Fund of Funds
  • Hedge Funds
  • Intervals
  • NL BDCs
  • NL Closed-end Funds
  • NL Preferred Stock
  • NL REITs
  • OZ Funds
  • Private Debt Funds
  • Private Equity Funds

Services

  • White-labeled portal
  • SSO access
  • Configurable workflows
  • Real-time AI Insight verification
  • BD, Custodian, and Sponsor Forms
  • E-signature/KBA
  • Electronic data transmission
  • Position reporting
  • AIP compatible

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