Recognized for its integrated, regulated infrastructure connecting the full private investment lifecycle

Templum, Inc., a private markets infrastructure provider, has been named to the 2026 CB Insights Fintech 100, the research firm's annual list of the world's most promising private fintech companies. Selected from more than 70,000 companies, Templum was one of just four in the Private Markets category.

Wealth managers and financial institutions are seeking to make private markets a more established part of their businesses, but the infrastructure supporting these investments has not kept pace with the industry's growth. According to Bain & Company, individual investors hold roughly half of global capital yet account for just 16% of assets under management in alternative investment funds. Cerulli Associates reports that advisors managing at least $500 million allocate an average of only 4.4% of their portfolios to illiquid alternatives.

Many firms still rely on multiple, disconnected providers for investor onboarding, transactions, trading, settlement and servicing, which slows things down, adds manual work and makes it harder to expand private investment offerings efficiently.

“Being selected from more than 70,000 fintech companies reflects what our clients already see: private markets need integrated infrastructure, not another collection of individual solutions. Access was the first chapter of private markets in the wealth channel. Seamless  integration will define the next, and it will separate the leaders from the laggards,” said Christopher Pallotta, founder and CEO of Templum.

“We built end-to-end technology and regulated operating infrastructure from the ground up, at scale, and some of the world’s leading financial institutions are already building on it,” Pallotta added.

Built as an integrated system from the outset, Templum combines technology with regulated operating infrastructure across investor onboarding, primary issuance, transaction processing, a regulated secondary marketplace, settlement and ongoing servicing. Its capabilities include a broker-dealer, an alternative trading system (ATS), a Qualified Matching System (QMS) and a transfer agent, among others, as well as connections with custodians and fund administrators.

Templum also gives investors a way out, not just a way in. As more investors hold semi-liquid and private funds, the ability to sell before a scheduled redemption window has become an increasingly important need in private markets. Templum’s regulated secondary marketplace lets eligible investors sell private holdings before their expected maturity or redemption dates, subject to applicable restrictions, replacing the manual processes still common across the industry.

Templum meets firms wherever they are in their private markets journey, whether they are launching their first offering or have managed alternatives for years. Firms can bring existing investors, holdings and records onto Templum, even for investments that were originally made and managed manually or through other providers.

Firms can use the full system or only the pieces they need, keeping the providers and processes that already work for them. Templum is available through white-label solutions, APIs or a hybrid model, and more than 1,100 API endpoints connect it with existing systems and service providers across the investment lifecycle. Templum treats data privacy, surveillance and cybersecurity as core to its operations, as demonstrated by its SOC 2 Type 2 attestation.

“I spent more than 20 years deciding where private capital should go, most recently leading the global alternatives business at Mercer, and I learned that even the best allocation decision is only as good as the system it runs through,” said Raelan Lambert, Chief Commercial Officer of Templum. “Much of that system was built for an analog era. Templum is the first platform I’ve seen built to fix it end to end, with the full regulated stack to support primary issuance and secondary liquidity at scale. That’s why I joined.”

Through its partners, Templum has opened private market access to eligible investors across a base of 3 million institutional and individual members. It also works with leading asset managers including KKR, Apollo and J.P. Morgan Asset Management, as well as a fast-growing wealth management firm bringing private investments directly into its advisor platform.

The platform represents more than $100 billion in assets, supports approximately 165,000 trades annually and has recorded zero not-in-good-order (NIGO) transactions to date.

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