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

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.

*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. 

Over 26,000 investors build their wealth with Alto

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

of financial advisors indicate lower volatility from alternatives while 34% say that alternatives provide amplified returns

44

of financial advisors report alternatives differentiating and enhancing their offering to clients and prospects

79

of financial advisors cite diversification as the top benefit of using alternative assets

Contact Us

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

Frequently Asked Questions

Will advisors be able to view their clients' assets held at Alto?

Yes, assuming investors provide their consent, connected advisors will have a full view into their clients’ Alto portfolios.

 
Will advisors be allowed to execute investments or trades on behalf of their clients?

No. At this time, the advisors will not be able to take investment actions on behalf of their clients. This feature and others are future enhancements we’re working on for the advisor platform.

Can Alto employees make specific investments on behalf of customers?

To execute an investment, customers must use the Alto platform to direct the investment choices that they or their advisors select.