Why Wealth Managers Choose BettaAlpha

At BettaAlpha, we handle the heavy lifting - sourcing exclusive deals, conducting due diligence, structuring investments, negotiating pricing, and delivering transparent reporting for your clients.

Wealth Managers

Flexible Investment Sizes?

Our platform pools demand as low as $50k seamlessly, whilst protecting your clients' data privacy at every step.

Concerned about liquidity?

Our secondary market and tokenisation features provide flexible exit options, so your clients aren't locked into long-term commitments.

Unsure what your clients want?

Our AI-powered demand discovery tool identifies and documents client preferences, helping you tailor opportunities effortlessly.

Need help presenting deals?

We package ready-to-deliver investment opportunities and provide end-to-end support.

Why Wealth Managers Benefit

BettaAlpha offers Wealth Managers the ability to meet client demands whilst growing AUM and Revenue

Wealth Managers Benefits

Curated Alternative Investment Opportunities

Access a diverse range of top-tier private market deals

Optimised Investment Structures & Pricing

Institutional-grade terms

End-to-end Process Management

The hard work is done for you

Boost AUM & Revenue

Get paid on invested capital

Stronger Client Relationships

Tailored solutions from deep preference insights

Enhance Your Reputation

Exclusive opportunities with transparency

Protect Your Clients

Say goodbye to overpriced products and questionable investments

Rigorous Due Diligence

Vetted to the highest standards

Smaller Ticket Sizes

Explore new asset classes without overexposure

Co-investment Opportunities

Partner alongside leading investors and families

Your Outsourced Alternatives Team

Sourcing, diligence, structuring & execution

Smarter Diversification

Safely expand portfolios across asset classes

Benefits