Insights

Snowden Lane Partners Forms Strategic Partnership with Artivest

February 23, 2017

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced a strategic partnership with Artivest, a technology-driven investment platform that streamlines access to premier alternative funds.

Through this venture, Snowden Lane’s advisors have access to Artivest’s industry-leading technology that simplifies access to leading private equity and hedge funds.

“As independent wealth advisors, we offer our clients access to an unsurpassed range of investment and advisory solutions,” said Rob Mooney, Snowden Lane’s Managing Partner and 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. It gives our advisors additional investment options that preserve our independence. Most importantly, 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.”

Artivest provides Snowden Lane Partners with:

  • An investment platform of vetted and diligenced private equity and hedge funds
  • Online capabilities to research and review fund teams, strategies, and performance as well as direct access to fund managers
  • Automated private fund subscription and reporting process including fully integrated compliance and AML features
  • Specialized conduit vehicles to create custom access funds via reverse inquiry

“We are thrilled to partner with Snowden Lane. Their firm is a leader among independent advisors in providing high net worth clients with access to alternative investments,” said James Waldinger, Founder and CEO of Artivest. “Their recognition of the value our platform brings to their advisors is a significant step in our business strategy of meeting the evolving needs of the wealth management industry in today’s digital age.”

About Snowden Lane Partners

Snowden Lane is a nationally branded, open-architecture, hybrid registered investment advisor and broker-dealer that provides wealth advisory services to high net worth individuals, families, and institutional clients.

Snowden Lane is led by an experienced team of industry executives, including Lyle LaMothe, Chairman of the Board of Directors, Rob Mooney, Managing Partner and CEO, and Greg Franks, Managing Partner and President, who are dedicated to building a client-focused, nationally branded, boutique wealth advisory partnership.

Snowden Lane is headquartered in New York City and operates an SEC registered investment adviser and affiliated broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. It further provides full operational, finance, compliance, human resources and financial advisor transition support to its financial advisors.

For more information about Snowden Lane, please visit www.snowdenlane.com.

References to “Snowden Lane” and “Snowden Lane Partners” are references to Snowden Capital Advisors LLC, an investment adviser registered with the U.S. Securities and Exchange Commission, and its affiliated entities.

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