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Now come the robo-alts firms -- a full flock of 'em as unwavering as the robo-advisors

ALTS, DarcMatter, Crystal Capital Partners, Aequitas Capital, CAIS, iCapital, HedgeCoVest are out to create a market -- not quite as dirt cheaply as classic robo-advisors

Author Lisa Shidler
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Sang Lee: We're not just disrupting that market. We're increasing the size of that market.

Related Moves

With IPO clock at 10-years and ticking, Personal Capital makes two big, out-of-character moves to go upmarket and downmarket

With $9 billion in assets, the Redwood City-based national RIA hired the ex-Virgin America CMO Porter Gale to make one brand investors associates with both the freebie tools and the full-priced financial advice its advisors provide mostly from call centers

March 22, 2019 at 7:55 PM


Mentioned in this article:

Crystal Capital Partners
Portfolio Management System
Top Executive: Steven Brod

DarcMatter
CRM Software
Top Executive: Sang H. Lee

HedgeCoVest
TAMP
Top Executive: Evan Rapoport




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