JUST IN: AltExchange Wins Wealthmanagement.com’s 2023 Wealthies Awards

March Madness: 3 Conferences in 3 Weeks

The AltExchange team had the pleasure of attending three fantastic conferences this month alongside the industry’s most influential financial advisors, RIAs, and fintech leaders.

Here are a few key takeaways.

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1. Sunlight Peaks Summit

What AltExchange has brought to us is the actual data to show the performance of alts, on a transparent reporting platform.” – Ryan Parson, President & CEO of Sunlight Peaks Financial Partners

Earlier this month, we had the pleasure of meeting our partners at Sunlight Peaks in Scottsdale, AZ. We are proud to support them in providing transparency and a simplified solution to manage their clients’ growing portfolios of alternative investments. 

Interested in transparent alternative investment reporting for your clients? Let’s get in touch.

2. Orion Ascent 2023

Is this the key to skyrocketing your business in 2023?

As mentioned in our recap of Orion Ascent 2023, integrated technology was a particularly hot topic. In fact, advisors with 75% of technology that’s integrated have 30% more assets than those with less integrated technology, according to Orion.

On that note, we’re happy to announce that we are fully-integrated with Orion. If you’re an advisor using Orion, please reach out

3. FactRight RIA Due Diligence Conference

(PS: We have a special announcement coming soon…) 

We hopped on a plane back to Scottsdale, AZ for another opportunity to meet and learn from some of the industry’s top RIAs and asset managers. Yes, asset managers.

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Stay tuned for more news on our platform for asset managers, coming soon. Or, book a call for a sneak peak.

Schedule time with our team