New York based developer of a Charles Schwab for private markets raised $52m in Series B funding led by Oak HC/FT.
“With this new capital and the support of our partners, we’re expanding our suite of CIO tools, developing new features within our client portal and enhancing reporting capabilities for LPs. We’re continuing to build the product the industry needs – streamlining analysis, centralizing reporting and eliminating manual back-office work tied to alternative investments.”
