A holding company
Upgrading the infrastructure of modern private markets

iAltA builds and acquires operating companies that serve distinct participants across the private markets ecosystem

One transaction, end to end

A fund is created, brought to market, evaluated, subscribed to, funded, and reported on. iAltA's operating companies handle each stage and share a common data layer.

Shared Data Layer

One source of truth to private markets lifecycle

Operating companies

Private markets operating platform for general partners managing the full fund lifecycle.

Visit Helm

Wealth intelligence platform for advisors, data, and private market access.

Visit Field

iAltA's operating companies integrate with the systems firms already use.

Latest from iAltA

Press Release

iAltA Holdings Launches a New Company, Helm, to Unify Private Markets Infrastructure Across the Full Investment Lifecycle

iAltA Holdings, a private markets holding company founded by experienced operators to build and scale specialized companies that address systemic gaps in private markets, today announced the formation of a new operating company called Helm.

Press Release

iAltA Holdings Launches a New Company, Field, Launches as the Foundation for Modern Wealth Management

Led by Bill Crager, co-founder and former CEO of Envestnet, and a founding partner of iAltA, Field translates, understands, and acts on the data advisory firms generate across dozens of disconnected systems.

Acquistions

iAltA Holdings Acquires Precept AI, an AI-powered integration platform purpose-built to deliver real-time integrations.

AI-powered integration platform eliminating backlogs by connecting and standardizing data across systems.

Acquistions

iAltA Holdings Acquires Delio, the Leading White-Label OS for Private Markets Distribution and Reporting

Operating system enabling asset managers to digitize and distribute private market products.

News

iAltA Welcomes BridgeFT to the Platform

A cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and RIAs to deliver better, data-driven outcomes for their clients.

Insights

The wealth industry's greatest risk isn't competition — it's complexity

Commentary on complexity as the primary challenge facing the wealth management industry.

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A holding company Upgrading the infrastructure of modern private markets