investment-platform
(11)
LPL Financial
LPL Financial built a $2.6 trillion business by staying behind the advisor. Now its bet is that scale, open architecture and embedded AI can make independence feel less lonely - without making every practice look the same.
VentureCrowd
VentureCrowd is one of Australia's original equity crowdfunding platforms, launched in Sydney in 2013 out of alternative investment manager Artesian. It lets everyday and wholesale investors put money - from as little as A$250 - into early-stage startups, property developments and impact-focused ventures that were once the preserve of institutional venture capital. Led by co-founder and CEO Steve Maarbani, a former PwC partner and corporate lawyer, the platform has channelled over A$300 million into private companies, construction projects and sidecar funds, positioning itself as a bridge between the Australian 'crowd' and high-growth private markets.
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.
Seeds
Seeds is a New York-based wealthtech company that gives financial advisors an end-to-end platform for building personalized, values-aligned investment portfolios. Founded in 2020 by advisors Zach and Michael Conway, Seeds combines client assessment, proposal generation, direct indexing, tax-loss harvesting, rebalancing and trading into a single system - letting registered investment advisors (RIAs) deliver customized investing at scale without stitching together legacy tools. The company has raised more than $16.5 million, including a $10M Series A led by Portage in 2025.
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.
Prath Reddy
Prath Reddy is the CEO and CIO of Percent, a New York fintech building infrastructure for the $3.5T private credit market. A CFA charterholder and former UBS Investment Bank Director in Debt Capital Markets, he was Percent's first hire in 2018, spent years as President, and stepped into the CEO role in June 2026 when co-founder Nelson Chu moved to Executive Chairman.
Opportunity Network
Opportunity Network is a members-only, invitation-based B2B platform that connects vetted CEOs, investors and dealmakers across borders so they can raise capital, buy and sell companies, and originate proprietary deal flow. Founded in 2014 by Brian Pallas out of a Columbia Business School side project, it pairs matching algorithms with a human concierge service and screens members through banking partners like UBS. The network reports 52,000+ members across 130+ countries and roughly $530 billion in transaction flow.
iCapital
iCapital is a New York-based financial technology platform that opens private-market and alternative investments - private equity, hedge funds, private credit, real estate, structured investments and annuities - to wealth advisors and their high-net-worth clients. Founded in 2013, it replaced the paperwork-heavy, high-minimum world of alternatives with an end-to-end digital infrastructure connecting asset managers and wealth managers, and now services more than $1 trillion in client assets across 2,100-plus funds for roughly 118,000 financial professionals.
Stirlingshire
Stirlingshire is a New York-based financial services company building an advisor-first investment platform. Operating through SEC-registered, FINRA-member subsidiaries Stirlingshire RIA LLC and Stirlingshire BD LLC, it offers a full-service broker-dealer and advisory model with a sharp twist: advisors keep 100% of their asset-management fees and commissions with zero firm expenses and permanent work-from-home flexibility, while clients can self-direct at zero commission and call on a professional advisor only when they want one. Founded in 2020 by Steven Woods, the firm pitches a 'third way' between fully managed portfolios and pure DIY investing.
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.
Equi
Equi is part hedge fund, part technology platform - an alternative investment manager that gives high-net-worth individuals, wealth advisors and family offices access to the kind of uncorrelated, absolute-return strategies that were historically reserved for institutions and billionaires. Founded in 2020 by Tory Reiss, Itay Vinik and Jeremy Smith, the company pairs Wall Street investing expertise with Silicon Valley software, screening thousands of private funds to build diversified portfolios designed to perform across market cycles. Equi reached roughly $100M in assets under management within its first year and has raised about $25M in venture funding.