The unified solution for

growth-oriented

wealth advisors.

Robust Back Office

Integrated Technology

Best-in-class Investment Solutions

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Wow clients with institutional-grade offerings

Alternativ combines a comprehensive and fully-integrated middle and back office platform with best-in-class public and private portfolio solutions. We built the easy button for wealth advisors looking to provide their clients with a first-class, integrated investment experience.

Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors, helping them grow faster and serve clients with better product offerings.

Case Study

Private offerings fuel asset growth

See how an advisor pitched a client on Alternativ’s private investment solutions, increasing that clients’ investment allocation by 100%.

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Case Study

Exclusive sponsor deals attract clients

See how an advisor used Alternativ Wealth compliance materials to satisfy an SEC and Finra investigation - with clean letters.

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Case Study

The ultimate ROI

See how a wealth advisor cut his client’s tax bills by 50% using private investment solutions.

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We work with top-tier independent investment sponsors

Come for best-in-class investment solutions, stay for everything else

Investment Execution, Trading, and Rebalancing

Let Alternativ execute & trade your clients’ investments. Source investments through our marketplace; manage them through our backoffice. Benefit from our economies of scale, and use your extra time to engage and educate new clients.

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Private & Public Investment Reporting

Remove the complexity of private investment reconciliation by utilizing our software to accurately and efficiently report on all investments in one place. Our team handles the heavy lifting offloading the singular back office for all your client investments.

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Enterprise Management & Compliance

Our home office tools and consultative approach mean advisors and compliance teams agree on how to approach clients. Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale.

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The individuals behind Alternativ

Alternativ is proud to be founded by, and to have the support of leading venture, asset, and wealth management firms. Our leadership and backers have founded or have led groups at:

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