family-offices
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VNTR Is Selling a Seat at the Investor Table
A $100-a-month community, a deal-by-deal syndicate and a private club in Portugal: VNTR is turning investor introductions into a business. The interesting part is how carefully it manages the guest list.
Valuefy wants to end wealth management’s spreadsheet relay
The wealth technology company grew out of portfolio analytics. Its bigger bet is that advisers can do better work when the client, the trade and the back office share the same numbers.
Jonathan Barry Is Still Turning Assignments Into Action
Before he convened founders and family offices, Jonathan Barry treated schoolwork as raw material for real projects. That same habit now shapes his work across education, emerging technology and impact investing.
Fuel Venture Capital Built a Miami Bridge to the Private Tech Economy
Fuel Venture Capital planted its flag in Miami before the city became a startup slogan. Now the firm is pairing Wall Street risk discipline with a global search for technology companies - and opening that search to private-wealth investors.
Lightning Capital Is Building a Three-Lane Road Through Tech Investing
Most investment firms choose a lane. Lightning Capital is betting that the useful view comes from watching three at once - startups, private-market leaders and liquid digital assets.
Carmo Companies Sells the Most Valuable Seat in Private Markets
The New York firm does not manage the money. It designs the room where money managers and allocators can finally meet - then sells access with unusual precision.
Pointer.Capital Is Turning a Web3 Thesis Into a Wider Frontier-Tech Bet
The Delaware firm began with a conspicuous taste for Web3 and private cities. Its next act is broader: a $60 million Fund II vision spanning AI, blockchain, cybersecurity, energy and deep technology - with a far-flung investor network as the connective tissue.
Opto Investments
Opto is building the operating system behind bespoke private-market programs - turning fund formation, diligence, subscriptions, capital calls and reporting into one continuous workflow for wealth managers.
Aspen Digital
Aspen Digital is an ADGM-regulated digital asset management platform built for private wealth. Founded in 2021 and co-incubated by Everest Ventures Group and TTB Partners, it gives family offices, external asset managers and ultra-high-net-worth investors a single regulated account to trade, custody, earn yield on and report across crypto - plus a white-label infrastructure stack that lets other wealth managers offer the same. It is backed by RIT Capital Partners (the Rothschild investment trust) and Liberty City Ventures.
Clarum
Clarum is a San Francisco AI startup (YC W24) building the intelligence layer for private capital. It began as an AI associate that compresses private-equity due diligence from weeks into minutes, letting firms upload data rooms and questionnaires and get transparent, sourced answers to hundreds of questions. It has since broadened toward structuring a firm's proprietary documents - deal memos, diligence notes, returns data - into a unified model that AI agents can query, so investors can finally ask cross-portfolio questions that were previously buried in files.
Samir Kaji
Samir Kaji is the co-founder and CEO of Allocate, a private markets platform that helps wealth advisors and family offices build and manage institutional-quality portfolios. Before founding Allocate, he spent about 22 years in venture banking at Silicon Valley Bank and First Republic Bank, where he advised more than 700 venture and private equity firms. He also hosts Venture Unlocked, a widely followed podcast and newsletter about how venture capital firms are built and scaled.
FinBursa
FinBursa is an AI-native operating platform for private markets, built in the Dubai International Financial Centre. It connects capital seekers, advisors and qualified investors on one neutral, integrated system, replacing scattered CRMs, spreadsheets and ad-hoc data rooms with deal management, fundraising, virtual data rooms and AI agents. The platform charges no success fees on its marketplace and focuses on opening private-market access across the Middle East and emerging markets.
Axial
Axial is a private deal network for the North American lower middle market, connecting business owners, M&A advisors, private equity firms, lenders and corporate acquirers to source, market and close transactions confidentially. Founded in 2010 by Peter Lehrman, the platform uses matching algorithms and CRM-style tools to privately introduce sell-side deals to relevant buyers, and its 20,000+ members have transacted more than $25 billion across 2,000+ closed deals.
Meixin (MX) Global
Meixin (MX) Global is a New York-based cross-border financial technology and wealth-management platform founded in 2015. It connects Asian wealth managers, independent advisors, private funds and family offices with a curated menu of global alternative investments - real estate debt and preferred equity, hedge funds, private equity, private debt and more - backed by tech-enabled infrastructure for asset analysis, due diligence, custody and reporting. Positioned as a turnkey asset-management platform for the Greater China wealth ecosystem, the company has reported over $2 billion in assets under administration and 1,600+ investable products.
Allocate
Allocate is a Palo Alto-based financial technology company building an intelligent operating system for private market investing. Its platform equips wealth advisory firms and institutional family offices with modern infrastructure to source, diligence, build, and manage private portfolios - spanning venture capital, private equity, and private credit - through a single interface. Founded in 2021 by longtime venture bankers Samir Kaji and Hana Yang, Allocate automates subscriptions, capital flows, and portfolio operations, and has scaled to billions of dollars on platform serving over 1,200 advisory firms and family offices.
Atomic Insights
Atomic Insights is a San Diego-based wealthtech company building a centralized treasury and money-movement platform for registered investment advisors (RIAs) and family offices. Its software captures payment requests, orchestrates approvals, and executes wire and ACH transfers end-to-end through real-time custodian and bank APIs, replacing the manual, error-prone workflows that wealth managers have long stitched together by hand. Founded in 2023 and led by co-founder and CEO Lucas Babbitt, the company raised a $10 million seed round in January 2026 led by Aquiline Capital Partners, with participation from Northwestern Mutual Future Ventures.
Revere
Revere builds cloud software that helps allocators in private markets manage their portfolios without drowning in spreadsheets and PDFs. Its platform, Revere ONE, ingests fund data automatically, standardizes it across venture capital, private equity, real estate, private credit, and hedge funds, and surfaces performance and risk in interactive dashboards. Founded in 2020 by former AngelList institutional-capital lead Eric Woo and Chris Shen, Revere serves family offices, fund-of-funds, corporate venture groups, and other sophisticated allocators.
Lucas Babbitt
Lucas Babbitt is the co-founder and CEO of Atomic Insights, a San Diego fintech building a payments, treasury, and reporting platform that automates the back-office grind for registered investment advisors and family offices. He started his career in the cockpit of an F/A-18 as a Top Gun-trained Naval Aviator, picked up degrees from Stanford Law and Stanford's engineering school, then spent years at Goldman Sachs and as a founding-team operator and partner at wealth manager Jordan Park before starting Atomic Insights. In January 2026 the company closed a $10 million seed round.
Titanbay
Titanbay is a London-based private markets infrastructure provider that helps private banks, wealth managers and fund managers launch, distribute and operate private market funds. Its API-first platform handles fund structuring, investor onboarding, capital flows, compliance and reporting end-to-end, opening up private equity, venture capital and other alternatives that were historically reserved for large institutions. Backed by Motive Partners, abrdn and FNZ, the company surpassed $1bn in assets under management and was named to the 2025 WealthTech100.