Helix, the innovative generative AI assistant revolutionizing private market investing, and Blue Vault Partners, a leading provider of alternative investment performance data, today announced a partnership that will change the way wealth advisors and home offices conduct necessary due diligence for wealth advisors and family offices.
Navigating private markets has become a popular solution for unique return and income streams. But the private markets space is difficult to navigate and research to find the best solutions for investors. One promising solution lies in the integration of artificial intelligence (AI) technology to navigate private market investments effectively. Helix’s partnership with Blue Vault is the next step in that evolution.
Helix provides data-centric investing information around benchmarking, forecasting, and diligence. Built on Hamilton Lane’s proprietary financial data and industry expertise, the platform’s data licensing deal with Blue Vault enhances its foundation by adding streams of independent, credible third-party performance data on alternative investments — investment options that differ from traditional asset classes such as stocks, bonds, and cash.
For the last 15 years, Blue Vault has served as the hub of the “alts” industry by gathering and reporting on metrics that help investors gauge the performance of nontraded real estate investment trusts (REITs), business development companies (BDCs), and interval and tender offer funds. These investment options are attracting younger and more technically proficient retail investors and increasingly convincing long-term investors of their ability to diversify their portfolios.
For Blue Vault, its partnership with Helix represents the future of data delivery services: B2B streaming. The partners’ services — and the ways in which they interface — will be on full display at Blue Vault Alts Summit 2025, March 10-12, 2025, at the Omni PGA Frisco Resort in Texas, where Helix is proud to contribute and looks forward to meaningful discussions on shaping the industry’s future.
“Partnering with Blue Vault Partners enhances our ability to provide wealth advisors with the data they need to make smarter decisions in private markets,” said Steve Snyder, Chief Operating Officer at Helix. “By combining their performance data with our AI-driven tools, we’re giving users a practical way to navigate complex investments and improve client outcomes.”
Blue Vault is equally excited about the collaboration. “Collaborating with Helix allows us to deliver our data in an actionable, impactful way,” said Stacy Chitty, Co-Founder and Managing Partner at Blue Vault. “This partnership simplifies access to crucial alternative investment performance data and analysis, making it easier for advisors to do their due diligence and serve clients effectively.”
About Helix
Helix is the first-of-its-kind generative AI assistant for the private markets industry and is set to redefine the landscape of alternative investment innovation. It combines TIFIN’s technological expertise with Hamilton Lane’s (Nasdaq: HLNE) industry-leading database of more than 61,000 private markets funds across 57 vintage years, along with an expansive library of expert, research-based market analysis, as of September 30, 2024. Helix provides data-centric information around private markets benchmarking, forecasting, and diligence and will help educate private wealth investors and their intermediaries on the asset class and current trends within the private markets.
About Blue Vault Partners
Founded in 2009, Blue Vault was built on the belief that transparency, education, and access are the essential ingredients for wealth advisors to integrate alts into their advisory practices and utilize offerings best suited for their clients.
We are committed to providing access to valuable performance information that was once stored only deep inside financial statements and filings, and often difficult to obtain. Through Blue Vault, wealth advisors gain access to in-depth performance-based research on nontraded REITs, nontraded BDCs, interval funds, tender offer funds, preferred shares, and a growing number of private securities offerings by means of reports, a searchable alts portal, and streaming services.
We’re dedicated to providing news, insights and ongoing learning opportunities and training to help wealth advisors pursue a deeper level of understanding of alts, stay informed about the latest trends, and connect with other wealth advisors who already understand alternative investments, their strategies, structures, risks, and benefits.
Media Contacts
Blue Vault Partners: Johnathan Rickman
johnathan.rickman@bluevaultpartners.com
TIFIN: Tanya Bhasin
