Artivest Partners With Snowden Lane For Advisor Access

Feb 24 2017 | 9:23pm ET

Technology-driven alternative investment platform Artivest has inked a strategic partnership with independent advisory firm Snowden Lane Partners.

The arrangement will provide access to leading private equity and hedge funds to Snowden Lane’s advisors through Artivest’s platform of vetted and diligenced alternative investment vehicles, according to a statement. 

In addition, Snowden Lane’s advisors will be able to utilize the patform’s online capabilities to research and review fund teams, strategies, and performance, direct access to fund managers, automated private fund subscription and reporting (including fully integrated compliance and AML features) and specialized conduit vehicles to create custom access funds via reverse inquiry.

“As independent wealth advisors, we offer our clients access to an unsurpassed range of investment and advisory solutions,” said Rob Mooney, Snowden Lane’s CEO. “With no proprietary products, we are free to search the world for the right investments that meet each client’s unique requirements. The Artivest partnership advances this mission. 

“Artivest’s technology greatly simplifies the investment process, freeing up our advisors’ time so they can focus on seeking out, evaluating and recommending the best possible investment solutions for our clients,” he added.

“We are thrilled to partner with Snowden Lane”, said James Waldinger, founder and CEO of Artivest. “Their firm is a leader among independent advisors in providing high net worth clients with access to alternative investments…and their recognition of the value our platform brings to their advisors is a significant step in our business strategy.”

Founded in 2012, New York-based Artivest offers access to a select assortment of premier private equity, hedge funds and other alternative investment funds at lower minimums via a proprietary, technology-driven investment platform.  The company raised $15 million in a May 2015 Series A funding round led by private equity firm KKR.


In Depth

Q&A: Portfolio Advisors' Brian Murphy On The Advantages of A Private Markets Platform

Jan 2 2018 | 11:05am ET

Most private markets firms reference their platforms as a source of competitive...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

Steinbrugge: The Top Hedge Fund Industry Trends for 2018

Jan 2 2018 | 12:22pm ET

Each year, Don Steinbrugge’s Agecroft Partners compiles the insights gained...

 

FINalternatives Trending

From the current issue of