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Alts in the Wealth Management Era 2025 Survey
Read our latest market report - a survey of wealth manager, family offices, and investment platform trends.

Templum
6 min read


Templum One Expands Private Market Offering with J.P. Morgan Asset Management
Templum and JP Morgan Asset Management partner to provide investors with access to institutional-quality private investment opportunities.

Templum
3 min read


Templum and SoFi Expand Partnership, Two New Classes of Cosmos Fund: xAI and Databricks AI investments
Templum and SoFi extend collaboration, offering two new AI investment opportunities - this time offering investors exposure to privately held shares of xAI and Databricks.

Templum
5 min read


SoFi’s Noto Interview on Fox Business: Expanded Templum Partnership Contributes to Q1 2025 Growth
On the The Claman Countdown on Fox Business, SoFi CEO Anthony Noto shared how the firm is putting its members ahead of the curve by unlocking deals once reserved for institutional investors.

Templum
1 min read


SoFi Provides Access to New Class of Cosmos Fund with Sole Exposure to Anthropic, Pomona Investment Fund and StepStone Private Markets Fund Through Templum Partnership
SoFi is expanding members’ access to private market funds, which provide exposure to privately held companies before their potential initial public offering. SoFi members can now access a new class of the Cosmos Fund, with sole exposure to Anthropic, in addition to private equity funds Pomona Investment Fund and StepStone Private Markets Fund through SoFi’s relationship with Templum.

Templum
1 min read


Templum and SoFi Expand Partnership to Offer Exclusive Access to Privately Held Shares of Anthropic – A Leader in AI Innovation
Templum and SoFi launch new class of Cosmos Fund, with sole exposure to AI leader Anthropic

Templum
5 min read
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