Our Firm

Artivest simplifies investing in alternatives.

Innovations in technology have ushered in a new era of convenience and efficiency in our financial lives.

Whereas technology has shaped behavior in other segments of the financial services world, technology supporting active investing has lagged behind major changes in investor preferences, most notably individual investorsʼ surging interest in public and private alternative investments.

Until recently, private offerings like hedge funds and private equity funds had marketed their capabilities using decades-old approaches. Portfolio managers and business development groups carried stacks of pitch books on the roadshow circuit. Operations teams patched together disparate systems for accounting, cash management, and performance reporting. While a duct-taped approach may have worked when the end client was predominantly institutional, it broke down when funds sought to meet the higher-volume demand from qualified individuals investing in smaller increments and larger volumes.

Today, the next wave of growth in alternative investment adoption is upon us, propelled by a quantum leap in execution. Artivest fuses technological, regulatory and operational expertise into a seamless marketing, investing, and reporting experience that extends the benefits of alternative investments to high-net-worth individuals. Artivest is the nexus connecting all participants, bringing insight and access to exceptional investing.

Artivest Timeline

  • Aug 2011

    Founded

  • Feb 2012

    Seed Financing

  • Apr 2012

    JOBS Act lifts private fund
    investor max to 2,000 from 500

  • May 2014

    First beta fund launch (KKR)

  • Jan 2015

    Artivest Brokerage licensed by FINRA

  • Apr 2015

    Series A Financing

  • May 2015

    First partnership with major RIA network

  • Aug 2016

    First white-label enterprise platform

  • Dec 2016

    Hedge fund platform launch

  • Aug 2017

    First bank partnership

  • Fall 2017

    Launched partnership with fund managers >$1.5T AUM (combined)