The leading alternative investment platform.
The ((company)) platform harnesses the power of the diverse, independent wealth community to provide financial advisors access to alternative investment funds and products at institutional terms and conditions.
((company)) provides access to an evolving menu of alternative investment strategies, helping financial advisors to capitalize on opportunities and/or withstand ever-changing markets.
Access to the ((company)) platform is free for financial advisors: no additional subscription fees, transaction fees, or hidden costs.
.jpg)
((company)) provides access to the untapped, fragmented, multi-trillion dollar independent financial advisor community, giving asset managers the opportunity to grow and diversify their shareholder base.
((company)) seeks to empower asset managers to establish and build their brand and products within an investment community that desires access to alternative investments but remains largely under allocated.
.jpg)
((Company)) is the leading digital platform for accessing top-tier private equity funds. What does that mean for you? Partner with ((Company)) to bring private equity to your clients and give your business a distinct competitive advantage — plus new revenue streams.
Our team of investment professionals is laser-focused on finding the most robust and diverse private market offerings. Less than five percent of the deals we review make it to the platform.
Our entire investment process is digital — from onboarding and document signing to reporting and capital calls. You can even customise or 'white-label' Moonfare for your business.
Your clients gain access to ((company)) library of fund materials, white papers and exclusive webinars to help them make informed investment decisions.
((company)) handles all the operational aspects of distributing private market funds — saving your team precious resources and time.
((company)) can train your team and support your business with marketing, dashboards and reporting to ensure successful fundraising.
((Company)) services many players in the wealth management ecosystem — including banks, wealth managers, asset managers, family offices, discretionary fund managers, IFAs and insurance and pension companies. Our API integration also makes private equity investment solutions available to neo-banks, digital platforms and fintechs.
Your clients invest directly on the ((Company)) platform.
You earn a referral fee for every investment your client makes.
You can use your brand, logo and colours.
Most of our partnerships are client-directed.
Co-manage your clients’ funds on the ((Company)) platform.
You're the intermediary.
Share full access to investments, reports, etc.
Sign forms for your clients via POA or on a discretionary basis.
Set up a legal agreement within ((Company)) to act on your clients' behalf.
Invest on behalf of your clients.
You maintain sole access to the ((company) platform.
We provide aggregated reporting and statements.
Offer top-tier private equity directly on your platform.
Build a private equity experience around your unique clientele.
Create your customer's experience - from onboarding to distribution.
Monetise your clients and keep them on your platform.
Set up an account to seamlessly manage your clients' portfolios.
View funds, access documents and review data to help you make your investment decisions.
When your client is ready to invest, request and close allocations — no messy paperwork.
Process client capital calls, distributions and quarterly reports directly on our platform. Monitor client portfolios to provide your signature level of service.
.jpg)
About ((company))
((Company)) is leading a new era of private equity investing by opening the door to higher returns for more people. We are building the world's most engaged investor community to inspire investments that drive the world forward.