New York, NY
Summary
This platform provides a comprehensive ecosystem that connects independent financial advisors with alternative asset managers and bank issuers, facilitating access to alternative investments and structured notes. It aims to empower financial advisors by offering a customizable investment platform that enhances efficiency and broadens their investment options. The business focuses on building trusted relationships within the wealth management ecosystem, leveraging technology to streamline transactions and improve access to alternative investment opportunities.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
15.3 years — Since Sep 2009
Web Hosting
Platform
E-Mail Provider
Microsoft Office 365
NAICS Code
523910
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Alternative Investments and Wealth Management
2. Miscellaneous Intermediation
Vendor
Source
Microsoft
TXT Record
Apple
TXT Record
Atlassian
TXT Record
TXT Record
Pardot
TXT Record
Postman
TXT Record
Proofpoint
TXT Record
Segment
TXT Record
Salesforce
TXT Record
Sendgrid
TXT Record
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2010 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2011 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2012 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2013 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2014 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2015 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2016 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2017 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2018 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2019 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2020 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2021 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2022 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2023 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2024 |
|
|
|
|
|
|
|
|
|
|
|
|