Financial Advisors and Family Offices

Access leading funds and exclusive private deals for your clients through Alto Marketplace, our new securities platform dedicated to unique opportunities for portfolio diversification.

Unlock alts for your clients​

Leading funds for your clients

Alto Marketplace’s investment solutions provide a range of opportunities
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Better together

Delivering for clients is the priority
Alto’s team of seasoned professionals deliver a white glove experience to our investors and partners alike, and dedicated teams are on hand to support through every stage of the investment process.
$1.4 billion in AUC
Over 27,000 active investors
Over 400,000 investments made with Alto’s technology*
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*Includes trading activities

Unique investment opportunities await

Range of asset classes
Alto Marketplace offers a range of alternatives like private funds and real assets, and will continue to grow into exciting new investment opportunities.
Access to fund managers
When an investor is interested in making an investment on Alto Marketplace, they have the chance to hear from fund managers directly on interactive webinars with Q&As.
Flexible investment options
We go above and beyond to work with investors on money movement that makes their investment possible.
Veteran team
Alto’s team has experience at leading brokerage, securities and financial services firms meaning exceptional strategy and unique leverage for everyone who works with Alto.
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It’s time for alternatives

Review your clients’ portfolio allocation by the numbers.

50% of all advisors responding to a recent survey by iCapital reported client interest in alternative investments has increased over the past two years.
36%
Cash funded IRAs are maintained in FDIC-insured accounts with our banking partners.
44%
Crypto held by Coinbase is kept 1:1 in institutional-grade hot and cold storage.
79%
Alto enables and encourages two-factor authentication (2FA).

Source: 2023 iCapital Financial Advisor Survey: Alternative Investments – Closer to the Core

Contact us

Help your clients achieve their investment goals through alternatives, get in touch with our Investor Relations team.

Questions?

See our FAQs page