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Templum and Wedbush: Templum to Power Private Markets Platforms for Wedbush’s Alpha One Global Family Office
Alpha One Asset Management LLC, (“Alpha One”) a wholly-owned subsidiary of Wedbush Financial Services LLC, and Templum, the infrastructure powering the future of private markets, announce that Alpha One has selected Templum to power private markets investing for its entire firm. The move supports private markets interest and growth for family office and wealth management channels while establishing a new self-directed channel for Wedbush’s Alpha One Global Family Office.

Templum
Oct 283 min read


Templum Partnership Broadens Access and Choice to FusionIQ's Wealth Manager Clients and Partners
Are wealth management platforms prepared to meet the ask from investors for alternatives diversification? More specifically, how will their clients (RIAs and others) have enough time to service their existing clients let alone scale to meet the market demand? Considering the cost and duration for advancing an existing, specialized roadmap, many technology platforms are seeking out technology partnerships that can be deployed or embedded seamlessly into their own. For FusionI

Templum
Aug 192 min read


Uncharted Territory: Why the 60/40 Portfolio No Longer Holds
Private Markets investments in the 50/30/20 portfolio allocation We’re in uncharted territory. Stubborn inflation, interest rate...

Templum
Apr 82 min read


Aligning Interests: Transforming Employee Investment Access
Templum's Employee Investment Marketplace helps employees achieve financial success with tools to manage their investment options.

Templum
Jan 223 min read


SoFi and Templum Usher in the Future of Private Market Investing
SoFi has partnered with Templum to bring investors access to premium private investment opportunities.

Templum
Dec 4, 20243 min read
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