Traditional strategies thrived until the 2007 recession. But as the world shifted, so did Client Expectations and their portfolios.
50
of UHNW investors allocated to alts in 2020.
54
Allocated to private equity.
72
of HNW investors held cryptocurrency.
But the shift to Private Markets happened faster than existing advisor solutions were built to keep up with. So we built the solution.
“ AltExchange built a Plaid-like solution.”
“ We can finally report on our private market investments. ”
“ We no longer have to maintain portal logins spreadsheets.”
This year, give your Business an edge. Your clients’ family office experience starts now.
We’re writing the story on how Advisors Gain an edge in the market.
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