The North American alternative investment documents and data management solutions market is undergoing significant transformation as wealth managers and institutional investors pursue operational efficiency, data transparency, and scalable infrastructure across rapidly expanding alternative investment portfolios. With alternatives representing 20% to 40% of total assets under management at leading wealth management firms, manual document processing and spreadsheet-based workflows have emerged as critical operational bottlenecks constraining growth and impairing client service delivery.
This report provides comprehensive market analysis focused on the evolution, maturity, and capabilities of alternative investment data platforms designed specifically for financial institutions, including registered independent agents (RIAs), family offices, private banks, TAMPs, endowments, foundations, pensions, and fund administrators. This report profiles Addepar, Alkymi, Arch, Canoe Intelligence, and SS&C Accord.
Clients of Datos Insights’ Wealth Management service can download this report.
This report mentions 8VC, Activest, Alliance Bernstein, Alpha Alternatives, Arcus, Aspiriant, Aureus Asset Management, AWS, BipSync, Blackstone, Bloomberg, Blue Prism, Box, Burgess, CAIS, Canaan Partners, Carlyle, Carta, Citco, Cornerstone Investment Capital, Corient, Craft Ventures, Curated Wealth Partners, Deutsche Börse, Diversified Trust, Docusign, Dropbox, EDBI, eFront, Envestnet, Exchange, F Prime Capital, FactSet, FIS Investran, FL Putnam Investment Management, Focus Financial Partners, Franklin Templeton, Gemini, Goldman Sachs Growth Equity, Google Cloud, GPS Investment Partners, Greenwood Gearhart, Hamilton Lane, HESTA, Huizenga Capital, iCapital, ILPA, Intel Capital, Intralinks, Juniper Square, KAISA, LDAP, Lindberg & Ripple, Meta, Menlo Ventures, Microsoft, Moonfare, Morgan Stanley, NASDAQ, Northwestern Mutual Future Ventures, Oak HC/FT, Orion, PIF (Public Investment Fund) Saudi Arabia, Pictay, Portage Partners, Power Automate, Prequin, Quiet Capital, Salesforce, ShareFile, SharePoint, SimCorp, Skybox Capital, Snowflake, SS&C Technologies, SunGard, T. Rowe Price, Tiedemann Advisors, Two Sigma, UBS, Valor Equity Partners, Vitruvian Partners, WestCap, Work-Bench, and Zapier.
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