Altoo
Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.
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CrowdStreet
CrowdStreet is the nation’s largest online real estate investing platform. Register today to get direct access to some of the most sought-after, institutional-quality real estate investment opportunities across the U.S. Create your account today to easily review, compare, and choose the individual deals that meet your investment criteria. You can also invest in one of our thematic managed funds or work with our team of investment professionals, leveraging our advisory services to help you build a customized real estate portfolio. With more than $2.8 billion invested across 580 deals, tens of thousands of investors have earned more than $416 million in distributions and have diversified their portfolios outside of stocks and bonds with private equity real estate using CrowdStreet.
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Cadre
Build your own commercial real estate portfolio at the intersection of private equity and technology. Over the past six years, we have developed an innovative platform that gives you direct access to highly curated commercial real estate investments alongside some of the largest financial institutions in the world. Cadre members benefit from our rigorous technology-driven, experience-led investment selection process with greater transparency and low fees. We believe every investor deserves access to institutional-quality real estate. A key tenet for building a sound investment portfolio is diversification. That’s where real estate comes in. Due to its low correlation to stocks and bonds, the inclusion of real estate to a multi-asset portfolio is designed to reduce volatility and enhance returns. Real estate is a critical part of a sound investment portfolio. Real estate performance has low correlation to public markets and is structured to provide a hedge against market volatility.
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ADDX
Invest in the same wealth-building opportunities as the ultra-affluent & institutions, now open to you at accessible minimums. Investments in private equity have outpaced their public market equivalents every year since 2000, by an average of 10% more returns. More investors gain access to private markets. Your portfolio should be balanced with a mix of public and private market investments to be set up for better outcomes, with 30% allocated to private markets. Get in the driver’s seat of your financial journey. Pick from varying investment strategies that fulfill different goals, from savings, and retirement to legacy planning. Invest in fractions and build a holistic portfolio. ADDX is constantly transforming private markets. Today, you can build a portfolio for the modern world, diversified with a range of wealth-generating opportunities. Access private markets in fractions, and invest in smaller amounts, to diversify into more opportunities and balance risks and rewards.
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