About AltExchange
AltExchange is a company based in New York (United States) founded in 2013 by Kareem Hamady was acquired by iCapital in November 2024. AltExchange has raised $3 million across 1 funding round from investors including iCapital, Motley Fool Ventures and Broadhaven Ventures. AltExchange offers products and services including AltExchange Platform and AI-Driven Reporting Tool. AltExchange operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter New York, United States
- Founders Kareem Hamady
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Sectors
Technology
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- Legal Name Altexchange, Inc.
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Products & Services of AltExchange
AltExchange offers a comprehensive portfolio of products and services, including AltExchange Platform and AI-Driven Reporting Tool.
Automates alternative investment reporting and data syncing for advisors.
Provides advanced reporting on alternative investments to enhance decision-making.
People of AltExchange
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Funding Insights of AltExchange
AltExchange has successfully raised a total of $3M through 1 strategic funding round. The most recent funding activity was a Seed round of $3 million completed in June 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in AltExchange
AltExchange has secured backing from 4 investors, including venture fund and institutional investors. Prominent investors backing the company include iCapital, Motley Fool Ventures and Broadhaven Ventures.
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Venture capital investment in fintech startups
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Offers personalized investment advice, financial planning, and wealth management solutions.
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Investor details for AltExchange
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Investments & Acquisitions by AltExchange
Investment portfolio details for AltExchange
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Financial Statements - AltExchange
Detailed financials for AltExchange
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Altexchange Comparisons
Peer comparison for AltExchange
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Competitors of AltExchange
AltExchange operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
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Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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Investment management software is provided for advisors and institutions.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of AltExchange
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Latest news on Altexchange
Complete news archive for AltExchange
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Frequently Asked Questions about AltExchange
AltExchange was founded in 2013 and raised its 1st funding round 11 years after it was founded.
AltExchange is headquartered in New York, United States. It is registered at New York, New York, United States.
Kareem Hamady is the current CEO of AltExchange. They have also founded this company.
AltExchange is a funded company, having raised a total of $3M across 1 funding round to date.
Founded in 2013 and based in New York, United States, AltExchange operates in the fintech sector, focusing on alternative investments. A data standard is provided for investment management, allowing financial advisors, asset managers, and investors to streamline reporting processes and consolidate data. AI is utilized by the platform to aggregate performance metrics and deliver real-time visibility into alternative investment portfolios.
AltExchange offers AltExchange Platform and AI-Driven Reporting Tool.
AltExchange has 4 investors. Key investors include iCapital, Motley Fool Ventures, Broadhaven Ventures, and Ritholtz Wealth Management.