Service Provider Profiles

Learn more about some of the companies working to transform how wealth advisors take advantage of alts investments.


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…



Altigo is the leading open network alts subscription technology used by a community of 300+ sponsors, broker-dealers, and RIA firms. The platform enables secure electronic alternative investment transactions between asset managers, wealth advisors, custodians, and transfer agents. With nearly 11,000 alts subscriptions completed on the platform since its debut in mid-2019, Altigo’s adoption reflects the…


BNY Mellon | Pershing

BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation. Wealth management and institutional firms outsource to us for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support,…



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…



W​e are a global leader in transfer agency, employee equity plans, ​mortgage servicing, proxy solicitation, stakeholder communicatio​ns, and other diversified financial and governance services. The world’s leadi​ng organizations work with us ​to maximize their relationships with investors, employees, creditors, members and customers.​​​​​


LODAS Markets

LODAS is a fully electronic secondary marketplace for alternative investments and is registered as an ATS with the SEC. Our significant network of institutional buyers are matched with investors looking to sell non-traded securities, such as REITs, BDCs and other private real estate investments.


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…


Phoenix American

Celebrating 50 years servicing alternative investments, Phoenix American is the leading fund administration provider for private equity and venture capital funds. As an investment fund sponsor for over 25 years, Phoenix American excelled in its unwavering commitment to investors. That commitment is at the core of the Phoenix American approach to fund administration. The company…


SS&C Technologies | NASDAQ: SSNC

SS&C Technologies Holdings (NASDAQ: SSNC) is the world’s largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with software and solutions to service even the most demanding customers in the financial services and healthcare industries. SS&C owns…


UMB Institutional Banking

UMB Institutional Banking combines all our institutionally focused capabilities into one cohesive unit. We provide solutions for the entire institutional marketplace. Fund Services:  UMB is a leader in registered and alternative investment fund servicing. Our clients benefit from our broad service offering combined with a responsiveness, accessibility and consultative approach that sets us apart. Institutional Custody:  As…

LEARN MORE >> is the leading online platform designed specifically for the processing of alternative investments, bringing together sponsors, managing broker dealers, and wealth advisors into one digital deal room for more efficient, secure, and compliant alternative investment subscriptions. removes the bottlenecks found in traditional transactions and manages everything from your own virtual data room (VDR),…


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