Secondary Trading & Distribution Platforms

1pltfrm

North America · Global

1pltfrm is an end-to-end private credit investment platform designed to support deal execution, portfolio management, and investor reporting within a single operating environment. The platform is used by private credit managers to centralize workflows across the investment lifecycle while maintaining structured data and operational control.

7 Chord Inc

Europe · Latin America

Since its founding in 2017, 7 Chord has emerged as a leading AI firm in capital markets. BondDroid, 7 Chord’s award-winning pricing engine, empowers institutional traders and investors with highly accurate prices and analytics for financial instruments. Powered by continuous real-time learning technology developed by its co-founders at NYU, BondDroid adapts swiftly when “black swan” events occur. Equipped with this knowledge, our clients gain a market advantage by making optimal risk-management and profit-maximizing decisions and by providing differentiated services to their customers

Aaim

APAC

Asset intelligence and analytics platform enabling banks and credit unions to offer private‑banking‑style asset‑based lending

Agora

North America

Private‑markets investor portal and reporting platform that helps GPs deliver secure, branded communications and documents to LPs

Allocator

Allocator is an automated investment data aggregation and management platform for limited partners—harvesting, tagging, and organizing reports, risk exposures, and underlying asset KPIs from private capital GPs and hedge funds in one unified system

AltConvey

AltConvey is an AI-native platform focused on automating private credit workflows through semantic intelligence, lifecycle modeling, and real-time data orchestration

Alternative Investment Exchange

Alternative Investment Exchange (AIX) is an end-to-end digital platform that streamlines the entire alternative investment distribution lifecycle for advisors, distributors, and transfer agents—transforming a previously paper-based process into a point-and-click, all-digital experience

AnalystAI

AnalystAI is an AI-native M&A advisory platform combining AI and experienced dealmakers to accelerate sell-side and buy-side transactions with living buyer intelligence and automated deal execution

Apex Group / FundRock Technology

Europe · APAC · Global

Apex Group provides a suite of technology platforms supporting fund administration, investor onboarding, digital collaboration, risk reporting, cybersecurity, and tokenized securities lifecycle management. Their solutions span fund accounting, investor services, real estate operations, and regulatory reporting, enabling managers to streamline operations and enhance transparency

Ari Networks

North America · Europe · APAC

Ari helps institutional private-credit managers unlock capital. By tokenizing cash flows, it turns bespoke loans into programmable obligations that can be distributed and managed privately among multiple parties. Unlike marketplaces or document tokenization, Ari supports instrument creation as well as distribution - seasoning, back leverage, and club deals, all while preserving control and confidentiality.

Asset Class

Asset Class is an all-in-one private capital lifecycle platform that unifies CRM, fundraising, subscription management, investor relations, fund administration, and portfolio management into a single, branded interface

Assiduous

Assiduous is an AI-enabled digital transaction planning platform that automates SMBs’ journey to funding readiness, aligning leadership teams around strategic objectives and preparing them for capital raises and liquidity events

Atlas Invest

Europe

AI‑supported bridge‑financing platform offering fast underwriting, quotes, and deal execution for brokers and investors

AXIS Group Ventures

North America

Boutique investment bank specializing in global debt placement and private market secondaries for VC‑ and PE‑backed companies.

Benchmark

Benchmark is an AI-powered workspace for investment firms that accelerates due diligence, automates repetitive deal-lifecycle tasks, and turns unstructured data into verifiable, actionable insights

BiteStream

Bite Stream is a SaaS investor solutions platform that digitalizes the alternative asset management industry, offering end-to-end tools for fundraising, investor onboarding, reporting, capital calls, and CRM across jurisdictions

BizBuySell

BizBuySell is a leading online marketplace for buying and selling small businesses—offering AI-enhanced tools for valuation, deal discovery, and buyer-seller matchmaking across industries and geographies

Bloomberg

North America · Europe · APAC · Latin America · Middle East & Africa · Global

Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency and efficiency, supporting both public and private markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. For more information, visit Bloomberg.com/company or request a demo.

BlueVault Partners

BlueVault Partners is a membership-based research and education hub for alternative investments, equipping wealth advisors with performance data, benchmarking tools, and industry connections

BNY

BNY Mellon is a global financial services company overseeing more than $53 trillion in assets, delivering global custody, fund administration, asset servicing, and treasury solutions with a foundation of operational resilience and data-driven insights

bridge

North America

Bridge is a private‑markets data ingestion and workflow platform that centralizes documents, transforms unstructured data, and streamlines reporting for LPs and GPs

Bridge

North America

Platform connecting private market funds with lenders to streamline fund finance transactions

BridgePort

BridgePort provides bespoke digital technology and infrastructure solutions for private market constituents, powering custom investment platforms, syndication portals, SPVs, and operations-as-a-service across the private investment lifecycle

Brightriver.ai

Brightriver.ai (Arc) is an institutional AI platform for private markets that streamlines fund manager diligence, comparative benchmarking, performance tracking, and report generation, enabling allocators to focus on investment decisions, not paperwork

Broadridge Financial Solutions

North America · Europe · APAC · Global

Global fintech providing trading, communications, and data infrastructure for financial institutions

CAIS

CAIS is a turnkey alternative investment and structured note platform connecting independent financial advisors with leading asset managers, offering both a public marketplace and a customizable SaaS solution for scaling alternative investment distribution and operations

Caruso

Caruso is an AI-native fund administration and unit registry platform for private market fund managers, modernizing investor onboarding, ownership records, capital raising, distributions, and investor reporting with a single integrated workflow.

Castle Hall's Due Diligence Exchange

Castle Hall’s Due Diligence Exchange is an AI-enhanced platform for institutional investors and allocators to streamline due diligence across alternative investments—centralizing manager data, automating risk assessments, and enabling collaborative intelligence

Cenerus

North America

Provider of C‑RATE, a standardized scoring and monitoring system for commercial loans

Cerebro Capital

North America

Data‑driven marketplace matching mid‑market borrowers with 2,200+ lenders

Cerulli Associates

Cerulli Associates is a market intelligence and consulting firm powering asset and wealth management decisions through proprietary research, data analytics, benchmarking, and strategic advisory services

Chatham Financial

North America

Chatham Financial is a global advisory and technology firm specializing in interest‑rate, FX, and commodity‑risk management for private equity, private credit, real estate, and corporate borrowers. Its platform supports hedging strategy, derivatives execution, valuations, and debt portfolio oversight

Clade

Clade is a knowledge platform for the private capital markets, providing AI-powered worktools to streamline unstructured and structured data into actionable insights and automate investment workflows

Conduit Private Partners

Conduit Private Partners is a strategic capital advisory and placement firm in private markets, connecting fund managers with institutional investors through curated relationships, data-driven targeting, and AI-enhanced fundraising workflows

Corastone

Corastone is a modern infrastructure platform for private markets, enabling straight-through processing of subscriptions, capital calls, tenders, and redemptions through a single API and permissioned blockchain–based shared data network for seamless counterparty integration, operational efficiency, and visibility across the investment lifecycle

Cortado

North America · Global

Cortado Group is an AI‑enabled go‑to‑market execution partner for private equity firms and their portfolio companies. The firm specializes in turning GTM strategy into measurable traction, helping investor‑backed companies accelerate revenue growth, improve execution, and achieve value‑creation targets. Cortado focuses on the early investment through growth stages, delivering rapid, disciplined execution across sales, marketing, product, pricing, and RevOps

Credbull

Europe

Platform providing short‑term private credit exposure in emerging markets via SME invoice financing

Crowd Street

CrowdStreet is a direct private markets investing platform that empowers investors with self-directed access to curated deal offerings and fund opportunities, featuring sponsor vetting and streamlined diligence workflows

CSC

CSC is a global leader in registered agent, entity services, fund administration, compliance, tax, capital markets, and digital brand & cyber-risk management solutions, powering every stage of the business lifecycle

DealCloud

DealCloud is a configurable deal and relationship management platform for private markets, integrating CRM, pipeline tracking, and workflow automation to support fundraising, origination, and deal execution across the investment lifecycle

DealRoom

DealRoom is a buyer-led M&A software platform that centralizes pipeline management, diligence, and post-close integration into a single automated workspace—eliminating silos and accelerating deal execution with embedded AI tools

Delio

Delio is an AI-enhanced private markets technology platform that enables financial institutions to digitize, distribute, and manage alternative investment offerings—streamlining access to private equity, venture capital, private credit, and real assets for wealth clients and institutional investors

DwellFi

DwellFi is an AI-first, blockchain-enabled fund operations platform that automates and streamlines private fund administration workflows. Its suite of AI Agents handles repetitive, error-prone tasks—like data reconciliation, document processing, NAV and fee calculations, error detection, and audit-ready execution—freeing teams to focus on strategic, client-facing activities

Envestnet

Envestnet is a unified wealth management ecosystem that equips financial advisors, asset managers, and institutions with integrated tools for portfolio construction, trading, performance reporting, and practice management—powered by data-driven intelligence and open-architecture integrations

EquityBee

EquityBee is an AI-enhanced equity access platform that helps startup employees fund the exercise of their stock options—connecting them with accredited investors who provide capital in exchange for future equity upside.

EquityZen

EquityZen is a private market investment platform that enables accredited investors to access pre-IPO equity in leading tech companies—using AI-enhanced workflows to streamline deal sourcing, investor matching, and compliance across secondary transactions

Fence

North America

SaaS platform automating operations for warehouse lines, securitizations, and borrowing base facilities

Fidelity

Fidelity is a full-stack financial services and wealth management platform that integrates AI across brokerage, retirement, advisory, and institutional workflows—serving millions of investors with personalized guidance, automation, and data-driven insights

Finalis

Finalis is a cloud-based private capital markets ecosystem combining compliance, broker-dealer services, a curated deal network, and AI-powered deal intelligence to streamline M&A and capital raising workflows

Finitive

Global

Data‑driven marketplace connecting borrowers with institutional private credit investors

FIS Private Capital Suite

North America · Europe · APAC · Global

FIS Private Capital Suite — previously known as Investran — is an institutional‑grade fund accounting and investor reporting platform used by private equity, private credit, venture capital, and fund‑of‑funds managers. It automates complex partnership accounting, streamlines investor communications, and provides real‑time visibility into fund performance, capital activity, and portfolio data. The suite integrates accounting, reporting, and investor management into a unified system designed to reduce manual work, improve accuracy, and support scalable growth

FIS Private Capital Suite (Investran)

North America · Europe · APAC · Global

FIS Private Capital Suite — previously known as Investran — is an institutional‑grade fund accounting and investor reporting platform used by private equity, private credit, venture capital, and fund‑of‑funds managers. It automates complex partnership accounting, streamlines investor communications, and provides real‑time visibility into fund performance, capital activity, and portfolio data. The suite integrates accounting, reporting, and investor management into a unified system designed to reduce manual work, improve accuracy, and support scalable growth

Flippa

Flippa is an AI-enhanced marketplace for buying and selling online businesses—connecting entrepreneurs, investors, and operators with vetted digital assets across e-commerce, SaaS, content sites, and apps

Forge

Forge is a leading private market infrastructure platform that enables accredited investors, institutions, and shareholders to access liquidity and data for pre-IPO companies—leveraging AI to streamline secondary transactions, valuation intelligence, and investor matching

Fundflow

North America

Digital capital markets platform matching companies with lenders and providing benchmarking data for debt financing

FundOS

North America

Digital fund operations and investor onboarding platform

Fundrise

Fundrise is a tech-enabled investment platform that democratizes access to private real estate and venture capital—leveraging AI to optimize portfolio construction, asset management, and investor communications for over 2 million users

Fundwave

North America · Europe · APAC

Fundwave is an all‑in‑one fund administration and operations platform built for venture capital, private equity, impact funds, family offices, SPVs, real estate funds, and fund‑of‑funds. It unifies deal management, portfolio monitoring, investor relations, capital accounting, and reporting into a single customizable system. The platform automates capital calls, allocations, NAV statements, and financial reporting while providing dashboards, templates, and an investor portal to streamline communication and reduce manual work

Gen II Technology Suite

North America · Europe · APAC · Global

The Gen II Technology Suite is a collection of proprietary, cloud‑based platforms designed to modernize private capital fund administration. The suite includes tools for data ingestion, treasury management, document collaboration, waterfall automation, reporting, analytics, and investor experience. Built specifically for private markets, these applications centralize data, enhance transparency, and streamline workflows for fund sponsors, investors, and service providers

GeoWealth

GeoWealth is a turnkey asset management platform (TAMP) and enterprise wealthtech infrastructure provider—leveraging AI to empower RIAs, broker-dealers, and asset managers with scalable portfolio management, trading, and reporting solutions

GIRO.TECH

Europe

Platform enabling companies to run credit operations, issue financing, and manage securitization structures

GLASfunds

GLASfunds offers a comprehensive ecosystem for alternative investing, combining institutional access, consolidated reporting, and customizable portfolio workflows—all under a single digital subscription

Goji

Goji is a fintech platform specializing in the servicing and distribution of private market funds. Acquired by Euroclear in 2022, Goji powers a global digital infrastructure for private fund access, enabling scalable growth through automation, connectivity, and real-time data synchronization

goodfin

Goodfin blends institutional-grade sourcing with frontier AI to unlock private market opportunities for individuals, family offices, and RIAs. Its platform pools capital into managed vehicles, enabling access to exclusive deals with no minimums, while its AI concierge powers research, allocation, and execution

Gridline

Gridline delivers a modern infrastructure for alternative investing, combining fund creation, investor onboarding, performance analytics, and compliance automation into a single platform. It supports direct funds, thematic portfolios, and customized vehicles, all backed by institutional-grade diligence and AI-enhanced workflows

Hanover Park

Hanover Park is an AI-native fund administration platform purpose-built for venture capital and private market funds, offering real-time data transparency, automated workflows, and portfolio intelligence

Hazeltree

North America · Europe · APAC · Global

Cloud‑based treasury and liquidity management platform for hedge funds and private markets firms

HedgeServ

Europe · APAC · Global

Pioneers in fund administration, delivering proprietary solutions that empower private capital. Flexible technology automates processes and delivers a full suite of intelligent data – allocations, investor commitments, performance metrics, fees, and expenses – providing on-demand access to industry-specific reporting such as investor balances, waterfall calculations, funded/unfunded amounts, and dynamic IRRs and MOICs. Full support from bilateral loan servicing, rated feeder servicing, and bank loan closing through to investor coverage and reporting.

Hum Capital

North America

AI‑powered funding platform connecting companies with institutional lenders and investors for non‑dilutive capital

iCapital

iCapital is a global fintech platform that simplifies access to alternative investments for financial advisors and institutions—digitizing the entire lifecycle from subscription to reporting across private equity, credit, hedge funds, and structured notes.

iConnections

North America

AI-powered LP–GP capital introduction and relationship intelligence platform

Intralinks

Intralinks is a secure collaboration and data-sharing platform built for high-stakes financial transactions—powering M&A, capital raising, and alternative investment workflows with enterprise-grade security and AI-enhanced document intelligence

Inveniam

Inveniam is a decentralized data infrastructure platform for private market assets—transforming unstructured documents into credentialed, auditable, and tradable data using blockchain and AI

Investrova

Global

AI‑powered portfolio intelligence and value‑creation platform for private equity and family offices, unifying portfolio data and generating board‑ready reporting

Invisible Technologies

Invisible Technologies (Invisible AI) builds enterprise-grade, outcome-focused AI systems that combine human judgment with machine scale to solve operational bottlenecks across compliance, risk, customer insight, hiring, and other high-stakes workflows.

Krexin

North America · Europe · Global

Cloud-native ALM and analytics platform for insurers and asset managers investing in private credit, providing integrated valuation, risk, capital, and liquidity analytics across assets and liabilities.

Kurtosys

Europe

Digital reporting, investor portals, and data distribution platform for asset managers

Leverest

Europe

Private capital markets OS enabling PE firms, lenders, and advisors to manage financing workflows, access a lender network, and streamline deal execution

LevPro AI

North America

Front‑office platform for public and private credit managers, automating research, trading, portfolio management, and compliance workflows

Linedata

Linedata is a global financial technology and services provider offering modular software, data analytics, and outsourcing solutions for asset managers, hedge funds, private credit firms, and lending institutions

Liqi Digital Assets

Latin America

Brazil‑based digital asset platform enabling tokenization of credit, receivables, and real‑world assets with automated securitization workflows

Liquid LP

North America

LP and GP credit financing platform for private fund interests

LoanStreet

North America

Integrated loan participation and servicing platform used by 1,300+ financial institutions to trade, manage, and analyze loan portfolios

Lodas Markets

Lodas Markets provides a centralized venue for buyers and sellers of non-traded REITs and other private market assets. Its platform offers price discovery, trade execution, and settlement infrastructure, helping investors unlock liquidity in traditionally illiquid holdings

LP Analyst

LP Analyst centralizes fund and portfolio data for institutional investors, enabling real-time performance tracking, ESG forecasting, fee validation, and operational due diligence. Its cloud-native infrastructure supports endowments, pensions, family offices, and sovereign wealth funds with scalable intelligence and compliance workflows

Maestro

Founded by Accordion and backed by S&P Global Market Intelligence, Maestro helps PE sponsors modernize their portfolio management workflows. Its platform enables curated dashboards, initiative tracking, and stakeholder alignment—empowering Chief Transformation Officers (CTrOs), operating partners, and management teams to execute value creation plans more effectively

Mantle

North America

Mantle is building modern solutions AI‑powered data operations and document intelligence platform for managing private assets, from cap tables to capital calls

Masterworks

Masterworks is a regulated art investment platform enabling accredited investors to acquire, hold, and trade fractional shares in iconic fine art masterpieces. Masterworks sources blue-chip artworks, securitizes them into shares, and lists them on its platform, allowing investors to diversify into art with built-in appraisal, storage, and sale management.

Maybern

North America

AI‑driven operating system for private funds, unifying financial and operational data to modernize back‑ and middle‑office workflows for fund CFOs

Meketa

Meketa is an independent investment consulting firm delivering fiduciary counsel, asset‐allocation strategy, manager research, performance measurement, and bespoke analytics to institutional investors

Moonfare

Moonfare is a digital private equity and alternatives platform offering accredited investors curated fund access, direct deals, co-investments, semi-liquid products, and a secondary trading marketplace through a fully paperless experience

Nammu21

North America · Global

Platform transforming syndicated loan and private credit documents into structured, machine‑readable digital data using the NEL Protocol

Nasdaq Private Markets

Nasdaq Private Market operates a trading platform and liquidity infrastructure for private companies, employees, shareholders, and institutional investors. Through its SecondMarket® marketplace, it enables buying, selling, and structured liquidity events (e.g. tender offers, auctions) for pre-IPO shares. It also offers settlement, transfer, data / valuation analytics (Tape D®), and corporate liquidity program support.

NAV Fund Administration Platform

North America · Europe · APAC · Global

NAV is a global fund administrator providing technology‑enabled services across hedge funds, digital assets, private equity, venture capital, real estate, and multi‑manager platforms. With 30+ years of experience, $350B+ AUA, and 2,300+ clients, NAV delivers proprietary systems that automate complex fund operations, high‑volume trade processing, and investor servicing

NEPC

NEPC is a full-service investment consulting firm serving institutional investors across public and private markets—offering strategic advisory, portfolio construction, and manager diligence with deep expertise in private equity, private credit, and real assets

Nomad Data

Nomad Data is an AI-powered data relationship and discovery platform that helps organizations unlock insights from internal documents and external datasets, streamlining access to over 4,700 data providers

Norm AI

Norm AI is a Regulatory AI platform that turns laws, regulations, and firm policies into AI-driven agents, streamlining legal and compliance workflows for financial institutions managing over $30 trillion in assets

Novum

Novum is building a “Funding OS for Fintech” — a platform designed to streamline and manage funding, financing, or capital-flows for fintechs. It appears to be launching soon.

Octaura

North America · Europe · Global

Industry‑led electronic trading, data, and analytics platform transforming syndicated loan and CLO markets with digitized workflows, real‑time pricing, and integrated analytics

Opto

Opto is a private markets program platform for wealth managers—offering an end-to-end solution to build, fundraise, and manage alternative investment programs at scale, leveraging guided intelligence, algorithmic vetting, and automation

OSYTE

Osyte is the only ML/AI–enabled multi-asset portfolio monitoring, rebalancing, and trading platform—unifying liquid and illiquid assets under one roof to slash operational costs and accelerate decision-making for OCIOs and asset managers

OurCrowd

OurCrowd is a global venture investing platform empowering accredited investors with curated startup, venture fund, and alternative credit opportunities through a tech-driven, community-backed marketplace

OVE Capital

Europe

Digital platform providing access to private market investments

Palico

North America

Marketplace for private equity secondaries and fund interests

Pando

Pando is the only open network for alternative investing—providing a commission-free, non-curated fintech platform that unites wealth managers, asset managers, and broker-dealers to streamline deal discovery, distribution, execution, and post-transaction reporting

Patterns

Patterns is an AI-driven deal execution agent for finance firms—automating sell-side M&A workflows through agentic playbooks that draft CIMs, build financial models, generate buyer universes, and deliver process intelligence memos with integrated Excel and PowerPoint write-back

PCR Financial Aggregation

PCR Financial Aggregation is a financial data aggregation platform offering a managed service that harvests, normalizes, reconciles, and publishes custodial and alternative investment data through a one-time LOA process and automated harvesting technologies for seamless consolidated reporting

Percent

North America

Private credit investment platform connecting accredited investors with short‑duration, high‑yield private credit deals, offering transparency, diversification, and real‑time data

PPB Capital Partners

PPB Capital Partners is a full-service alternative investments partner for wealth advisors, powered by PPBx—an open-architecture platform that delivers custom private funds, tailored strategies, and institutional-grade access with white-glove operational support

Proteus

Proteus is a private market investment platform purpose-built for RIAs and family offices—designed to deliver curated access to private equity, credit, real assets, and hedge funds through a digital, compliance-ready infrastructure. It streamlines fund discovery, subscription, and reporting across alternative investments

Provenance Blockchain

Provenance Blockchain is a distributed, proof-of-stake blockchain purpose-built for digital real-world asset tokenization—enabling institutions to issue, transfer, and settle tokenized financial products with built-in compliance, auditability, and high throughput

PUY

North America

Marketplace for private investments and alternative funds

Qapita

APAC

Equity management and cap table platform for private companies

Rally

Rally is a fractional investing platform enabling users to buy and sell regulated equity shares in high-value collectible assets, creating liquidity and access to items traditionally reserved for museums and institutions

Real Private Credit

North America · Global

The first legal-tech rail delivering "Super Perfection" (UCC Article 12) for private credit assets. RealPC allows funds to tokenize collateral with bankruptcy-remote "Control" rights, replacing the need for slow SPV/paper-filing structures

Real Private Credit (RealPC)

North America · Global

The first legal-tech rail delivering "Super Perfection" (UCC Article 12) for private credit assets. RealPC allows funds to tokenize collateral with bankruptcy-remote "Control" rights, replacing the need for slow SPV/paper-filing structures

ReBloom

Europe · North America

ReBloom is an AI‑enabled technology infrastructure platform for institutional private‑market secondary transactions

Republic

Republic is a private markets and Web3 investment platform democratizing access to startups, crypto, tokenized real-world assets, and film financing through primary deal offerings, token launchpad services, secondary trading, and institutional-grade blockchain infrastructure

ROYC

ROYC Group provides a cloud-native investment operating system for private markets, enabling wealth managers, private banks, GPs, and family offices to scale alternative investments. It offers digital tools for investor onboarding, fund structuring, lifecycle administration, and reporting—bridging private wealth networks and top-tier funds globally.

Scend

Scend is the operating system for M&A deals—an AI-native platform that streamlines buyer list generation, deep research, market mapping, and origination workflows for investment banks, private equity firms, consultancies, and corporations

Securitize

North America · APAC · Latin America · Global

Leading platform for tokenizing real‑world assets, enabling issuance, compliance, investor onboarding, and secondary trading of digital securities

SEI Investments

SEI Investments Company delivers technology and investment solutions, offering investment processing, operations, and asset management services to corporations, financial institutions, and ultra-high-net-worth families

Setpoint.io

North America

Capital markets operating system powering warehouse facilities, forward flow programs, and securitization workflows with automated calculations, reporting, and collateral verification

SOLVE

North America · APAC · Global

Multi‑asset fixed income data and analytics platform providing 24M+ daily quotes, predictive pricing, liquidity analytics, and private credit benchmarking

Sonata One

Europe

Global private funds onboarding, KYC, subscription, and clearinghouse platform

Soteria Market

North America · Global

Soteria Market is a digital insurance marketplace that connects brokers, carriers, and insureds through a unified platform. It streamlines quoting, binding, and policy management while improving distribution efficiency for specialty and commercial insurance products

Sprout

Sprout is a comprehensive equity and token management platform that centralizes share and token issuance, option plans, vesting, fundraising scenario modeling, and stakeholder reporting—powered by AI-driven analytics and workflow automation for real-time governance and accountability

SQOR Technologies

SQOR is a no-code decision intelligence platform and KPI dashboard that transforms data into instant clarity with AI-driven recommendations, plug-and-play predictive models, and natural language querying across 500+ KPIs powered by 60+ AI agents

Standd

North America · Europe · Global

AI system for high‑stakes decision‑making, automating diligence workflows, scenario modeling, risk identification, and portfolio analysis for PE, credit, and M&A teams

Stanger Investment Banking

Stanger Investment Banking is an independent, specialized real estate investment banking and financial advisory firm—providing M&A advisory, capital formation, securities structuring, valuation and appraisal services, and fairness opinions for real estate companies and alternative investment products, backed by over four decades of industry leadership and proprietary market publications

Starlight AI

Starlight AI delivers enterprise‑ready AI agents that automate due diligence, deal origination, and portfolio monitoring for private market investors.

Start Engine

StartEngine is a crowdfunding platform enabling accredited and non-accredited investors to browse, invest in, and trade primary and secondary offerings of startups, small businesses, and collectibles via Regulation A +, Regulation Crowdfunding, Regulation D, and its alternative trading system

Symphony

North America · Europe · Global

Symphony provides a secure, compliant communication and collaboration platform used across financial services. It enables encrypted messaging, workflow automation, and integrated data sharing between internal teams, clients, and counterparties. The platform is widely adopted by banks, asset managers, private credit firms, and trading desks for regulated communication

SyndTrak

North America · Europe · APAC · Global

SyndTrak is LSEG’s syndicated‑loan management platform used by arrangers, lenders, and agents to coordinate loan syndication, manage investor outreach, and distribute deal documentation across the primary loan market

SyndTrak (Refinitiv/LSEG)

North America · Europe · APAC · Global

SyndTrak is LSEG’s syndicated‑loan management platform used by arrangers, lenders, and agents to coordinate loan syndication, manage investor outreach, and distribute deal documentation across the primary loan market

Synply

North America

Synply is a modern loan‑syndication platform built by former bankers and incubated within Live Oak Bank. It streamlines the entire syndicated‑lending lifecycle—origination, structuring, approvals, servicing, and ongoing portfolio management—replacing spreadsheets and email‑driven workflows with automated, auditable processes

Tamarix Technologies

Tamarix Technologies is a private markets data ops platform that automates end-to-end LP workflows—ingesting GP documents, extracting and validating key fund data, reconciling accounts, generating tailored reports, and delivering portfolio analytics through AI-plus-human co-pilot agents for smarter decision-making

Templum

Templum is a digital-first private markets infrastructure and marketplace platform that unifies the entire alternative investment lifecycle—powering its Templum One ecosystem and Templum as a Service to deliver seamless access, execution, and automation across private equity, credit, real assets, and secondary market liquidity

Teragonia

Teragonia is a strategy-led AI & analytics engineering firm focused on private equity and mid-market value creation. Its Astradis™ platform offers real-time, function-specific command centers (finance, revenue, product, service) to connect data, surface strategic levers, and drive EBITDA growth.

Termgrid

North America · Europe · Global

Debt capital markets platform for private equity and corporate borrowers to manage lender outreach, track terms, and execute financing transactions

Tranched

Europe · Global

Blockchain-powered securitization infrastructure platform that tokenizes receivables into tradeable tranches, enabling institutional investors to provide capital against predictable cash flows. Tranched provides end-to-end infrastructure for structuring, issuing, and managing tokenized credit facilities backed by real-world assets

TransientAI

Transient.AI is an AI-powered sales & research insights platform that analyzes financial markets, client histories, and headline risks to generate targeted recommendations.

Trumid

North America · APAC · Global

Electronic trading platform for corporate bonds, providing real‑time pricing, liquidity discovery, and execution for institutional traders

Turbine Finance

North America · Europe · Global

Liquidity platform enabling LPs and GPs in venture and private equity to borrow against fund positions, unlocking capital without selling underlying assets

Ultimus Fund Solutions

Ultimus Fund Solutions is one of the largest independent fund administration and middle-office providers in the U.S., blending cutting-edge technology with high-touch consultative service to deliver full-service fund accounting, transfer agency, middle office and investor servicing for registered funds, private funds and public plans via its proprietary uSUITE® platform

Unlimited.ai

Unlimited.ai is an agent-driven private markets orchestration platform that consolidates and normalizes portfolio data and provides AI agents for real-time querying, due-diligence insights, and consolidated reporting.

Vega

North America · Europe

Vega is an operating system for alternative asset managers, providing a unified client operations platform (AltOS) that automates and orchestrates every stage of the client lifecycle—from marketing and onboarding through execution and reporting

Verivend

North America

Payments and investment management platform for private capital markets, enabling GPs and LPs to raise, deploy, and distribute capital in minutes

Vessel

Vessel is an AI-powered fundraising and investor relations platform that connects every phase of the LP journey—from outreach and pre-marketing to closing, reporting, and co-investments—automating workflows and delivering personalized LP experiences without spreadsheet chaos

VESTBERRY

Vestberry is a portfolio intelligence platform for venture capital and private equity firms that consolidates all fund and portfolio data into a single source of truth, delivering interactive dashboards, automated KPI calculations, and ILPA-compliant LP reporting

Vestlane

Europe

Digital investor onboarding and KYC/AML automation for private funds

Vistra

Vistra is a global corporate and fund administration platform offering in-market expertise and digital workflow automation for entity management, international expansion, SPV management, fund administration, and investor services, anchored by Geni—its 24/7 AI compliance advisor on the Global Expansion Platform

WealthAi

WealthAi is an AI-native operating system for wealth management, providing an agentic co-pilot interface and integrated marketplace to automate complex tasks, connect data sources, and deliver persona-tailored workflows for wealth managers, private banks, asset managers, and advisers

Wilshire

Wilshire is a global investment advisory and analytics platform providing institutional and intermediary clients with bespoke advisory services, outsourced CIO solutions, benchmark indexes, and advanced quantitative and ESG analytics

Wovenlight

WovenLight is an AI-native private equity co-sponsorship firm that partners with top-tier sponsors to deploy responsible AI systems for value creation. It blends investment with hands-on AI execution to amplify operational performance and equity returns

XA Investments

XA Investments LLC (XAI) is a boutique alternative investment manager and product design firm offering institutional-caliber solutions through closed-end, interval, and tender offer funds. They also provide consulting, research, and transparency tools—such as the XAI Interval Fund Index (INTVL)—to bring greater clarity and access to the alternatives space

Xclaim

North America

Marketplace for trading bankruptcy claims

Yardi

Yardi is a global real estate software provider delivering integrated property management, investment management, procurement, energy management, and training solutions, energized by its Virtuoso AI platform that deploys customizable agents, native AI features, and real-time connectors for end-to-end operational automation

Yieldstreet

Yieldstreet is a digital alternative investments platform offering retail and accredited investors access to curated private market opportunities—direct investments and managed portfolios—across real estate, private credit, private equity, short-term notes, venture capital, diversified funds, art, and legal finance, powered by smart diversification algorithms and automated portfolio management via Yieldstreet 360