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AltExchange
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AltExchange

https://www.altexchange.com/
Last activity: 03.10.2024
Active
Categories: AlternativeFamilyFinTechInvestmentManagementOfficeService
Your clients' family office experience begins today.
https://www.altexchange.com/
Followers
126
Followers
502
Mentions
8
Location: United States, Colorado, Edwards
Employees: 1-10
Total raised: $3M

Investors 2

Funding Rounds 1

DateSeriesAmountInvestors
26.06.2024-$3M-

Mentions in press and media 8

DateTitleDescription
03.10.2024Connetic Ventures and AltExchange Partner to Enhance Venture Capital Accessibility and Reporting for RIAsAltExchange proudly partners with Connetic Ventures for distinct venture capital investment access and reporting for RIAs. RIAs and their clients can now access distinct venture capital opportunities and automated reporting for clients, pow...
10.09.2024Spirits Capital Corporation and AltExchange Partner to Provide RIAs Access and Reporting for Whiskey-Backed AltsAltExchange proudly partners with Spirits Capital Corporation to provide RIAs access and reporting for whiskey-backed alternative investments RIAs can now access unique spirits investment opportunities and automated reporting for clients, p...
26.06.2024AltExchange Raises $3M to Lead the Charge in Alternative Investment AutomationAltExchange AdvisorVue platform Backed by industry leaders, AltExchange is set to enhance AI-driven Alternative Investment management for Asset Managers and Advisors NEW YORK CITY, NEW YORK, UNITED STATES, June 26, 2024 /EINPresswire.com/ -...
16.04.2024Secured Investment Corp and AltExchange Partner to Provide RIAs Access and Reporting for Real Estate FundsRIAs can now access unique real estate investment opportunities and automated reporting for Secured Corp Investments, powered by AltExchange. RIAs and their clients can now access unique real estate investment opportunities and automated re...
23.05.2023AltExchange and Clear Sky Advisers Announce Partnership to Simplify and Streamline Sustainable Investments for RIAsRIA clients can now experience automated reporting for private sustainable investment strategies managed by Clear Sky Advisers, while leveraging technology powered by AltExchange. RIA clients can experience automated reporting for private s...
28.03.2023AltExchange Launches Platform for Asset Managers to Provide Digital Custodian Experience for RIAs and LPsAltExchange's Digital Custodian Platform AltExchange’s Digital Custodian Platform allows asset managers to provide modern reporting for alternative investments, without changing existing systems. Our open architecture approach works with al...
15.12.2022AltExchange and Roers Companies Announce Strategic Partnership to Digitize, Modernize Real Estate Investment ReportingRoers Companies real estate investments, digitized by AltExchange Roers Companies clients can now access automated reporting for all real estate investments, powered by AltExchange. NEW YORK CITY, NEW YORK, UNITED STATES, December 15, 2022 ...
12.10.2022Introducing Tax Center: Simplifying Taxes for Investors, Advisors, and CPAs of Alternative InvestmentsAltExchange's Tax Center collects and stores tax documents for all alternative investments. AltExchange’s technology-powered Tax Center collects and stores tax documents for alternative investments, saving investors, advisors, and CPAs hour...

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