Search Results

New “Invest Now” feature and white label deployment from Templum enables eligible investors to seamlessly research, subscribe, and invest through a fully digital experience. Originally published: https://www.businesswire.com/news/home/20260304277619/en/Voya-Investment-Management-and-Pomona-Capital-Digitize-Investment-Access-to-the-Pomona-Investment-Fund-PIF-Through-Agreement-with-Templum   NEW YORK, March 4, 2026 — Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), and Pomona Capital, a global private equity firm affiliated with Voya, today announced an enhanced digital experience for the Pomona Investment Fund (PIF). The digital experience is powered by private markets technology from Templum.   The initiative gives investors direct access to PIF while maintaining the investment rigor, regulatory oversight, and operational discipline required for institutional-quality private equity. The enhanced digital experience introduces an “Invest Now” feature on the PIF landing page that connects investors to a secure, white-labeled portal. Through this portal, eligible investors can complete onboarding, execute subscription documents and place orders in a streamlined, end-to-end digital workflow. “As investors look to diversify their portfolios, access to high-quality private market strategies must evolve with them,” said Michael Granoff, Founder and CEO of Pomona Capital. “Our collaboration with Templum leads to an improved experience for everyone involved in the investment process.” Pomona was an early leader in expanding private equity access for individual investors, launching PIF in 2015 and delivering a 10-year annualized net return of 13.3% since inception.¹ The fund is a secondary-focused, registered private equity vehicle designed to address the structural and access challenges individual investors face when investing in the asset class. PIF primarily invests in seasoned secondary interests, complemented by select primary and direct commitments, with a strategy focused on long-term capital appreciation and a lower risk profile. With a $25,000 minimum investment and investor-friendly tax reporting, PIF offers simplified access to private equity. Today, the fund has more than 13,000 individual investors and approximately $2 billion in assets under management. Templum’s technology will help PIF meet investors’ growing demand for direct access to online investment research and subscription capabilities. “This collaboration represents a paradigm shift in how eligible investors access institutional private equity,” said Gregory Khost, Head of Intermediary Sales at Voya IM. “By automating the full private markets investment process—from onboarding and eligibility verification through subscription processing and compliance—we are delivering private equity with greater efficiency, transparency, and confidence." Eligible investors can conduct research as well as transact in an institutional-quality private equity fund on the same digital platform, without compromising regulatory standards. Private equity has traditionally been accessible primarily to large institutions due to operational complexity, regulatory requirements, and reliance on manual processes. As the investor base for private market investments expands, scalable digital infrastructure has become essential to meeting the increase in demand responsibly. By modernizing access, Pomona Capital and Voya IM can reach eligible investors who prefer a streamlined digital approach, while maintaining rigorous governance standards: •       Simplified access to top-tier private equity: Streamlines PIF’s subscription process for eligible investors seeking portfolio diversification amid ongoing market volatility. •       Seamless research-to-transaction experience: Investors can review fund information, performance, and offering materials, and initiate the investment process from a single, centralized destination. •       Reduced barriers to entry: Distribution beyond traditional gatekeepers by providing digital access to a premier asset class, while maintaining investor eligibility standards.   “This initiative reflects a broader industry shift toward the digitization and democratization of private markets—while upholding strong regulatory oversight and investor protections,” said Chris Pallotta, CEO of Templum. “The collaboration arrives at a pivotal moment as investors seek diversification and firms seek scalable ways to reach new audiences. This is where Pomona Capital and Voya Investment Management come in, delivering a better investment experience with strong investment products across our connected partner network.”   1 Data is as of December 31, 2025 and represents the performance of Class I Shares that commenced operations on April 1, 2018. Prior to that date, the performance of Class I Shares (10-year returns) is that of Class A Shares, which have higher expenses than Class I shares but represent interests in the same portfolio of securities. Full performance is available on www.pomonainvestmentfund.com .   Media Contacts: Kris Kagel                                                                     Voya Financial                                                              (201) 221-6534                                                             Kristopher.Kagel@voya.com     Templum Media Contact marketing@templuminc.com       About Pomona Capital   Pomona is a global private equity firm with approximately $20 billion in aggregate capital commitments as of December 31, 2025 across its sponsored funds and separate accounts on behalf of a global group of over 350 sophisticated investors from more than 25 countries. Pomona was founded in 1994 and was one of the earliest secondary market investors, establishing itself as a pioneer in the marketplace. Pomona also has an approximately $6 billion business making primary investments in private equity funds as a strategic complement to the secondaries business. Pomona has collectively invested in partnership interests in approximately 750 private equity funds, diversified across the spectrum of private equity, with underlying investments in over 10,000 companies since inception. Pomona Capital’s team is based in New York, London and Hong Kong. Pomona’s capital capacity and global reach are enhanced by a strategic partnership with Voya Investment Management.   About Voya Investment Management   Voya Investment Management (IM) manages approximately $360 billion as of December 31, 2025, in assets across public and private fixed income, equities, multi-asset solutions and alternative strategies for institutions, financial intermediaries and individual investors. Drawing on a 50-year legacy of active investing and the expertise of 300+ investment professionals, Voya IM has cultivated a culture grounded in a commitment to understanding and anticipating clients’ needs, producing strong investment performance, and embedding inclusion in its business.   About Templum     Templum is moving private markets investing forward by unifying the entire ecosystem. As a solution partner, Templum provides full investment lifecycle technologies, workflow solutions, and broker-dealer support configurable via white label, hybrid, or API deployments. The Company’s offerings are purpose-built to enable private market strategies for TAMPs, RIAs, institutional brokers, banks, fintechs, online brokers, and asset managers. Templum is modernizing the technology backbone and opening access to a broader range of investment opportunities for a growing investor base. The Company’s vision is to expand capital markets, making a giant step forward from the outmoded technology hindering investments today. Learn more at https://templuminc.com .   All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc. For more information, please visit  https://templuminc.com .   Disclosures Investors should carefully consider a fund’s investment objectives, risks, charges and expenses.   This and other important information is contained in a fund’s prospectus, which can be obtained by visiting www.pomonainvestmentfund.com . Please read it carefully before investing.   Principal Risks. An investment in the Fund involves a considerable amount of risk. A Shareholder may lose money. Before making an investment decision, a prospective investor should (i) consider the suitability of this investment with respect to the investor’s investment objectives and personal situation and (ii) consider factors such as the investor’s personal net worth, income, age, risk tolerance, and liquidity needs. The Fund is an illiquid investment. Shareholders have no right to require the Fund to redeem their Shares in the Fund and, as discussed in the Fund’s prospectus, the Fund conducts quarterly tender offers subject to Board approval. Therefore, before investing investors should carefully read the Fund’s prospectus and consider carefully the risks that they assume when they invest in the Fund’s common shares.   Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change. Nothing contained herein should be construed as (i) an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing or selling any security.   Voya Investments Distributor, LLC, 200 Park Ave, New York, NY 10169 VOYA-IM

Limited-time offering provides investors access to highly sought-after private market leaders Templum provides private market access to SoFi members. Reposted from: https://www.prnewswire.com/news-releases/templum-to-offer-premier-private-market-investment-opportunities-in-perplexity-ai-openai-and-colossal-biosciences-to-sofi-members-302704743.html NEW YORK, March 5 , 2026  —  Templum , a leading infrastructure provider for private markets and SoFi  (NASDAQ: SOFI), the one-stop shop for digital financial services, today announced the launch of a limited-time private market investment window for accredited investors to access Colossal Biosciences, OpenAI, and/or Perplexity AI through the Cosmos Fund.  The three offerings will be available from March 5  through March  30 , 2026, and represent the latest opportunities from the Cosmos Fund, which is designed to provide differentiated access to category-defining private companies for qualified investors.  OpenAI, Perplexity AI, and Colossal Biosciences – pioneers in their respective digital and biological markets – are redefining what’s possible today across their sectors. ●      Colossal Biosciences  is pursuing a proprietary biotech platform with applications spanning de-extinction, species preservation, livestock optimization, climate science, and human therapeutics. The company’s latest report states that it has achieved decacorn status, with backing from investors including TWG Global and other leading venture capital firms.    ●      OpenAI   is striving to establish the operating system and infrastructure underpinning much of the next generation of AI innovation. Its enormous scale provides substantial data, distribution, and ecosystem advantages.     ●      Perplexity AI  is focused on transforming how we digitally search with an AI search engine that uses referenceable data and facts to provide answers. The company’s recent highlights include the launch of its  Comet browser  and the milestone of reaching approximately 22 million monthly active users (MAUs).    Accredited investors, once verified, have the option to allocate capital to any individual asset or across all three offerings. For additional details or to discuss participation, investors may visit  www.sofi.com/invest/private-markets  or contact  Templum's investor support  directly. Looking forward, the Cosmos Fund will feature select investments from high-growth sectors, including Robotics, FinTech, Defense Technology, and Infrastructure, offered as limited, time-sensitive opportunities alongside top-tier investment products from industry-leading asset managers from Templum Markets throughout 2026.  About Templum   Templum is moving private markets investing forward by unifying the entire ecosystem. As a solution partner, Templum provides full investment lifecycle technologies, workflow solutions, and broker-dealer support configurable via white label, hybrid, or API deployments. The Company's offerings are purpose-built to enable private market strategies for wealthtech providers, RIAs, institutional brokers, banks, fintechs, online brokers, and asset managers. Templum is modernizing the technology backbone and opening access to a broader range of investment opportunities for a growing investor base. The Company's vision is to expand capital markets, making a giant step forward from the outmoded technology hindering investments today. Learn more at  https://templuminc.com .     All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc. For more information, please visit  https://templuminc.com .   Templum does not have an affiliation with, formal relationship with, or endorsement from OpenAI, Perplexity AI, and Colossal Biosciences. None of the statements on this document should be attributed to OpenAI, Perplexity AI, Colossal Biosciences or its affiliates.     Templum Media  marketing@templuminc.com         INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE SoFi Invest is a trade name used by SoFi Wealth LLC and SoFi Securities LLC offering investment products and services. Robo investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser. Brokerage and self-directed investing products offered through SoFi Securities LLC, Member FINRA / SIPC .   For disclosures on SoFi Invest platforms visit SoFi.com/legal . For a full listing of the fees associated with SoFi Invest please view our fee schedule

Pulse Edition - February 4, 2026 IN SIDE THIS ISSUE OF THE PULSE What’s shaping private markets, capital flows, and infrastructure demands. THE RESEARCH DEFINING PRIVATE MARKETS’ NEXT CHAPTER 2026 PREVIEW: NEW TEAMS, PLATFORMS, & STRATEGIES SECONDARIES MOMENTUM FROM 2025 INTO 2026 DATA CENTERS: THE PHYSICAL BACKBONE OF THE DIGITAL ECONOMY THE RESEARCH DEFINING PRIVATE MARKETS’ NEXT CHAPTER Alts remain lagging way behind desired allocations – only 9% of eligible advisory clients currently hold them, despite growing demand. -       Read the findings   Why leading advisors no longer see private markets as riskier than public – plus 2026 predictions. -       Hamilton Lane   Preqin’s forecasts $19.5T from private credit, private equity, and infrastructure AUM growth by 2030, driven by wealth democratization, exit pressure, and rate environment. -       Preqin 2026 PREVIEW: NEW TEAMS, PLATFORMS, & STRATEGIES J.P. Morgan launches a dedicated private markets team as private capital funding increasingly replaces IPOs. -       WSJ   BlackRock expands and centralizes private markets platform and team to serve sponsors – identifying six trends for 2026 – from infrastructure projects to portfolio diversification. -       BlackRock   Private markets move from “alternative” to core allocation as liquidity and portfolio management demands rise. -       Private Markets Insights   SEI highlights three trends shaping wealth and asset management in 2026: ETF expansion, alternative ecosystem buildout, and model-based solutions. -       Wealth Management SECONDARIES MOMENTUM FROM 2025 INTO 2026 2025 hit $240 billion in 2025, fueled by institutional, retail, and insurance capital.  -       Secondaries Investor   Liquidity demand is outpacing supply – and the capital gap is rising. -       Secondaries Investor   Monserrat Serra Janer from JP Morgan sees continued power shift from GPs to LPs and fewer distinctions across private market participants. -       Traders Magazine   Secondaries growth is durable following 2025’s breakout year. -       The Unlisted Intel DATA CENTERS: THE PHYSICAL BACKBONE OF THE DIGITAL ECONOMY Why AI, cloud, and edge computing are accelerating global data center demand heading into 2026. -        Data Center Knowledge   Millions in ad spending aim to shape how communities perceive data center development. -          Grist ABOUT TEMPLUM      Templum  is moving private markets investing forward with the network layer that unifies the entire ecosystem. As a solution partner, Templum provides full investment lifecycle technologies, workflow solutions, and broker-dealer support via configurable white label, hybrid, or API deployments. The Company’s two offerings ( Templum One  and Templum as a Service ) are designed to enable private market strategies for TAMPs, RIAs, institutional brokers, banks, fintechs, online brokers, and asset managers. Templum is modernizing the technology backbone and opening access to a broader range of investment opportunities for a growing investor base. The Company’s vision is to expand capital markets, making a giant leap forward from the outmoded technology hindering investments today.     All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc. For more information, please visit  https://templuminc.com .

Limited December-January window gives accredited investors access to two of the world's most sought-after private companies. NEW YORK, Dec. 9, 2025 --  Templum , the leading infrastructure provider for private markets, and SoFi (NASDAQ: SOFI ), the all-in-one digital personal finance platform, today opened an exclusive investment window for accredited investors to access Epic Games and Stripe through the Cosmos Fund. The offering, available only from December 8, 2025 through January 16, 2026 , marks the latest private company opportunity facilitated by the partnership and follows the highly oversubscribed SpaceX offering earlier this year. "This partnership between Templum and SoFi addresses one of the greatest challenges in private markets: trusted, dependable access to the highest-quality private companies and alternative assets," said Chris Pallotta, CEO of Templum. "As SoFi's alternative assets partner, our focus is on providing assets to market leaders reshaping their industries and then streamlining the investment process end-to-end for eligible investors." Epic Games and Stripe, selected for their continued innovation and market leadership, are driving the future of digital entertainment and commerce: Epic Games  dominates global interactive entertainment, driven by a business model that puts its core audiences first. Its' Unreal Engine empowers developers with industry-leading creation tools, while the Epic Games Store offers a developer-friendly digital distribution platform. Players enjoy cross-platform gameplay and a weekly rotation of free titles. By offering one of the most generous revenue-sharing models in the industry, Epic ensures a steady pipeline of new, high-quality games and fuels ongoing innovation. Stripe has established itself as a category leader, powered by its developer-first philosophy, exceptional customer support, and relentless product innovation.  The company has been recognized by leading analyst firms , including Forrester and Gartner, for its strength in billing solutions – and for good reason. Stripe's B2B customers rely on its platform to manage the full revenue lifecycle, from configuring billing plans and customizing pricing logic to calculating amounts owed and tracking payments. Today, Stripe powers modern global billing operations for more than 300,000 companies, including OpenAI, Anthropic, Atlassian, Forbes, and Fender. Templum and SoFi are already preparing a robust 2026 calendar featuring new offerings across high-growth sectors including Robotics, FinTech, Defense Tech, and Cloud Infrastructure. This is a limited, time-sensitive opportunity to invest in two of the most influential private companies of the decade. Contact us  for more information. About Templum Templum is moving private markets investing forward by unifying the entire ecosystem. As a solution partner, Templum provides full investment lifecycle technologies, workflow solutions, and broker-dealer support configurable via white label, hybrid, or API deployments. The Company's two offerings ( Templum On e and Templum as a Service ) are purpose-built to enable private market strategies for TAMPs, RIAs, institutional brokers, banks, fintechs, online brokers, and asset managers. Templum is modernizing the technology backbone and opening access to a broader range of investment opportunities for a growing investor base. The Company's vision is to expand capital markets, making a giant step forward from the outmoded technology hindering investments today. Learn more at  https://templuminc.com .  All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc. For more information, please visit  https://templuminc.com . Templum does not have an affiliation with, formal relationship with, or endorsement from Epic Games or Stripe and none of the statements on the site should be attributed to Epic Games, Stripe, or its affiliates.

Pulse Edition - November 28, 2025 A MESSAGE FROM OUR CEO, CHRIS PALLOTTA Chris Pallotta, CEO and Founder As we close out 2025, private markets continue to gain strength. Investors are signaling clear confidence — from record secondary fundraising to rising allocations in infrastructure, private credit, and real assets. The shift toward liquidity solutions and evergreen structures shows that private markets are not only expanding, but evolving as they become more accessible and sophisticated.    At Templum, we are focused on delivering the unified technology and regulatory infrastructure investors now expect: streamlined workflows, automated investment processes, and modern platform integrations that support a more dynamic private markets ecosystem. A network for private market investment.    This month’s insights capture the momentum reshaping our industry and the innovation emerging from companies choosing to stay private longer. Thank you for reading, and for being part of this evolving market.  I hope you enjoy the read.  IN THIS ISSUE OF THE PULSE: PRIVATE EQUITY & VENTURE CAPITAL: TMT LEADS THE REBOUND 2025: SECOND BREAKOUT YEAR FOR SECONDARIES INVESTOR OPTIMISM IN PRIVATE MARKETS IS EXPECTED TO CONTINUE WHAT TO EXPECT IN Q4, 2025 BIG INNOVATIONS RISE WHEN COMPANIES STAY PRIVATE LONGER FINAL THOUGHTS: IS YOUR INFRASTRUCTURE READY FOR THE SURGE IN ALTERNATIVES? → Learn more about Templum’s offerings .  PRIVATE EQUITY & VENTURE CAPITAL: TMT LEADS THE REBOUND Technology, media, and telecom (TMT) drove a 43% increase in private equity activity in Q3 2025 compared to the previous quarter in 2024. With $310 billion in deal value, the sector has set a new post-pandemic record — fueled by larger deal sizes and higher proceeds. One interesting statistic, this rise comes from fewer PE listings when compared to the previous quarter. → Read more .  2025: SECOND BREAKOUT YEAR FOR SECONDARIES Global secondaries fundraising has already reached $115 billion in 2025, setting a new annual high. While GP-led activity has traditionally powered the market, LP-led transactions are rising sharply. Jefferies reports 40% year-over-year growth in H1 2025 secondary deal volume — following 45% growth in 2024 and 7% in 2023.   A notable trend: increased participation from first-time buyers, highlighting growing interest in private markets amid slower exits and strong return expectations.  → Read more .   INVESTOR OPTIMISM IN PRIVATE MARKETS IS EXPECTED TO CONTINUE Goldman Sachs’ global survey of 250 GPs and LPs (“ Turning the Corner? ”) finds optimism holding steady or rising across private market strategies, with expectations for continued growth into 2026.    Key takeaways:   Investors see the strongest opportunities in infrastructure, private equity, real estate, and private credit (in that order).  Infrastructure demand is being driven by aging asset renewal and new buildouts for AI, digitization, and energy transition — categories under-allocated by both LPs and GPs.  Jefferies confirms, noting that secondaries are evolving from liquidity tools into  primary funding vehicles , especially for AI and data-center-related strategies.  GPs are increasingly turning to secondary markets to manage liquidity and rebalance portfolios.  LP interest in evergreen structures is rising: 30–40% across credit, real estate, and private equity — and up to 80% among GPs with $10B+ AUM.  Evergreen funds and secondary liquidity are expanding access to private markets beyond large institutions to a growing wealth audience.  → Learn more .   WHAT TO EXPECT IN Q4, 2025 Expect continued momentum in private equity, with strong demand for infrastructure tied to AI, digital transformation, and energy systems. KPMG also anticipates renewed activity in healthtech and fintech investments.  → Learn more .   ALLOCATION TO ALTERNATIVES HITS A NEW HIGH Alternatives Watch’s  AW Investor Compendium 2025  reports a record $251 billion in institutional commitments to alternatives — up from $210B in 2024 and $172B in 2023. The largest global allocators now deploy an average of 44% of their portfolios into alternatives, led by:  CalPERS — $62.3B  CPP Investments — $23.1B  New York State Common — $19.9B  Alternatives are no longer peripheral — they’re central to institutional strategy.  → Read the full article .   BIG INNOVATIONS THRIVE WHEN COMPANIES STAY PRIVATE LONGER Companies are increasingly choosing to remain private, giving them more room to innovate. This month highlights two notable players:  Unity & Epic Games Join Forces   Former rivals have partnered, enabling Unity developers to publish games inside Fortnite, giving them access to 500+ million users. For Epic, the partnership expands its creator ecosystem.  Read the release .   Stripe Expands Its AI-Focused Revenue Stack   Stripe, used by over half of the Fortune 100, has upgraded Stripe Billing with adaptive pricing, BNPL options, and partial-payment capabilities. The platform now powers revenue for leading AI companies, including OpenAI, Anthropic, and Invidia. Stripe is also prototyping stablecoin and agentic payments, further integrating AI-driven transactions into full-stack applications. Read more .  FINAL THOUGHTS: IS YOUR INFRASTRUCTURE READY FOR THE SURGE IN ALTERNATIVES? With private markets surpassing $30 trillion AUM, regulators are working to increase access. The SEC is targeting April 2026 for discussions on revising the accredited investor definition, simplifying private-company capital raising, and modernizing private-fund disclosures. This window gives the ecosystem time to adopt the technology platforms, automated workflows, and lifecycle management solutions needed to support increased investment flow.   As SEC Chair Paul Atkins noted:  “You cannot have a balanced, diverse portfolio today without exposure to private markets.”     → Learn more about Templum’s offerings .    ABOUT TEMPLUM      Templum  is moving private markets investing forward with the network layer that unifies the entire ecosystem. As a solution partner, Templum provides full investment lifecycle technologies, workflow solutions, and broker-dealer support via configurable white label, hybrid, or API deployments. The Company’s two offerings ( Templum One  and Templum as a Service ) are designed to enable private market strategies for TAMPs, RIAs, institutional brokers, banks, fintechs, online brokers, and asset managers. Templum is modernizing the technology backbone and opening access to a broader range of investment opportunities for a growing investor base. The Company’s vision is to expand capital markets, making a giant leap forward from the outmoded technology hindering investments today.     All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc. For more information, please visit  https://templuminc.com .

Alpha One from Wedbush will use Templum’s technology infrastructure and workflows, streamlining end-to-end private market transactions. Additional features include reporting dashboards and a curated alternative product marketplace. Templum will provide full broker-dealer and operational support from pre-trade to settlement, post-trade, and secondary trading. The white label and API deployment makes it easy to quickly onboard clients and add future investment opportunities in real time. Platform to simplify investing and access of top-tier alternative products for family office, wealth management, and self-directed clients.   NEW YORK, NY — October 28, 2025 — 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.   Alpha One has selected Templum as the single provider to establish private market investing for its platforms. Once deployed, Wedbush’s Alpha One will offer a single, seamless platform for clients to invest across public and private markets.   “Alpha One is setting a new standard for client experience in the industry, enabling diversified wealth building for generations. We’re thrilled that after an extensive search process, they chose Templum,” said CEO Chris Pallotta. “Our infrastructure works seamlessly with any existing tech stack or platform to unify the investing experience.”   “At Alpha One, we’re continually investing in technology that enhances how our clients build and preserve wealth,” said EVP, Head of Investment Management, Kevin White of Wedbush’s Alpha One. “Templum’s infrastructure strengthens our foundation for long-term growth in private markets and allows us to deliver a truly integrated platform that meets the evolving needs of our clients.”   Alpha One will use Templum’s technology infrastructure and workflows, streamlining end-to-end private market transactions. Additional features include reporting dashboards and a curated alternative product marketplace. Templum will provide full broker-dealer and operational support from pre-trade to settlement, post-trade, and secondary trading. The white label and API deployment makes it easy to quickly onboard clients and add future investment opportunities in real time. Wedbush’s Alpha One is meeting the rising demand for diversification through alternatives with an unmatched investment experience. Templum is changing the game for its ecosystem partners by solving a highly fragmented and cumbersome investment process for private markets and alternatives. Learn more about the partners below.   About Templum Templum is moving private markets investing forward by unifying the entire ecosystem. As a solution partner, Templum provides full investment lifecycle technologies, workflow solutions, and broker-dealer support configurable via white label, API, or hybrid deployments. The Company’s offerings are purpose-built to enable private market strategies for TAMPs, RIAs, institutional brokers, banks, fintechs, online brokers, and asset managers. Templum is modernizing the technology infrastructure and opening access to a broader range of investment opportunities for a growing investor base. Templum’s solutions give investors and advisors what they have become accustomed to in the public markets and makes investing in and monitoring alternatives and private markets a seamless experience. The Company’s vision is to expand capital markets, making a giant leap forward from the outmoded technology hindering investments today.   All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc. For more information, please visit  https://templuminc.com .     About Alpha One Alpha One offers access to private markets for family offices, wealth managers, RIAs and other market participants. Alpha One has a scalable, next-generation platform for delivering institutional-quality alternative investment opportunities. Its proprietary framework is partnered with best-in-class managers to deliver curated, high-conviction opportunities to qualified investors with risk diversified solutions in venture, private credit, private equity and special situations.      Alpha One is part of the Wedbush family of financial institutions, including Wedbush Securities, the largest subsidiary of Wedbush Financial Services. Wedbush is widely known for providing clients with a wide range of securities brokerage, clearing, wealth management, and investment banking services. For more information, please visit www.wedbushalphaone.com       ###  Templum Media Inquiries    marketing@templuminc.com                                                                                                          Templum Sales    sales@templuminc.com      Wedbush Alpha One Media Inquiries publicrelations@wedbush.com

Investor demand for private company shares is at an all-time high. The newest Cosmos Fund opportunity with sole exposure to SpaceX is back by popular demand for a two-week period.   MIAMI BEACH, Fla., Sept. 24, 2025 /PRNewswire/ -- Templum , the infrastructure powering the future of private markets, and SoFi, the all-in-one digital personal finance company, answer an encore for more top-tier investments from investors seeking access to private markets. This launch highlights investor demand for private companies such as SpaceX and an industry shift towards enabling broader access to private market investment opportunities. Today's launch reflects a strong partnership with SoFi where we're offering continued investment opportunities for private companies through the Cosmos Fund. This new investment opportunity gives sole exposure to SpaceX and is available for a limited time, from September 24 to October 10, 2025. "Access to private markets does not stop here. With the Templum partnership, SoFi investors can also explore potential investments with lower minimums across private equity, venture, private credit, real estate, and infrastructure, all through one platform that makes investing in private markets as easy as investing in public markets," said Chris Pallotta CEO and Founder of Templum. "With our ear to the market, we are committed to meeting rising investor demand with a seamless investing experience." Templum is blazing the trail with partners like SoFi by opening access to top-tier alternatives previously unavailable in the market. Alternative assets are an essential part of wealth-building strategies. This continued development and deepened partnership between SoFi and Templum broadens access to private market investments. Investors with questions about the private market and alternative opportunities can reach out for more information.  About Templum    Templum is moving private markets investing forward by unifying the entire ecosystem. As a solution partner, Templum provides full investment lifecycle technologies, workflow solutions, and broker-dealer support configurable via white label, hybrid, or API deployments. The Company's two offerings ( Templum On e and Templum as a Service ) are purpose-built to enable private market strategies for TAMPs, RIAs, institutional brokers, banks, fintechs, online brokers, and asset managers. Templum is modernizing the technology backbone and opening access to a broader range of investment opportunities for a growing investor base. The Company's vision is to expand capital markets, making a giant step forward from the outmoded technology hindering investments today.  Learn more at https://templuminc.com .  All securities offered by Templum Markets LLC,   a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc. For more information, please visit   https://templuminc.com . Media: marketing@templuminc.com Sales: sales@templuminc.com SOURCE Templum Inc. https://www.prnewswire.com/news-releases/sofi-and-templum-marketplace-partners-answer-an-encore-for-more-top-tier-alternative-investments-302565394.html

Cosmos Fund opens the door to private stakes in AI’s most influential companies. xAI and Databricks latest AI investments offered Templum, the digital infrastructure powering the future of private markets through scale, access and automation , and SoFi, are extending their collaboration with Templum’s offering of two new investment opportunities under the Cosmos Fund – this time offering investors exposure to privately held shares of  xAI  and  Databricks , two of the most prominent artificial intelligence companies in the world. Following the demand for Templum’s previous Cosmos Fund offerings – starting with the initial Space Investment Class SPV – these two newest additions represent the next evolution in providing everyday investors with institutional-quality access to some of the most innovative private companies in the market today. The new xAI Class and Databricks Class funds will be accessible to eligible SoFi members through Templum One® from   May 27 to June 12, 2025 . Meet the Companies Reshaping the Future in AI Investment xAI , founded by Elon Musk, is building AI systems that “ advance human comprehension and capabilities ”. The company is behind ChatGPT rival, Grok, a conversational AI integrated with X (formerly Twitter) and has quickly become a critical player in the generative AI arms race. In a short time, xAI has assembled one of the most elite AI research teams in the world, drawing talent from DeepMind, OpenAI, and Tesla to accelerate its bold mission. xAI’s last funding round raised $6 billion from investors including A16Z, Fidelity, Morgan Stanley, and Sequoia Capital, among others[1], and recent reports suggest the company is now seeking an additional $20 billion[2] – a raise that would rank among the largest private funding rounds in history[3]. Databricks  is a powerhouse in data and AI infrastructure, known for creating the open-source “data lakehouse” architecture and pioneering tools that help organizations unify data engineering, data science, and AI workflows. It powers over 10,000 organizations – including 60% of the Fortune 500 such as Block (formerly Square), Comcast, Condé Nast, Rivian and Shell[4] – and fuels mission-critical AI strategies across industries. Its recent acquisition of MosaicML, a cutting-edge platform for training large language models, marks a major step in Databricks’ ambition to democratize AI development[5] and lower the barrier to building custom generative models. With deep enterprise adoption, bold product innovation, and a rapidly growing AI ecosystem, Databricks is shaping how the next generation of companies build, deploy, and scale artificial intelligence. Making Private Markets More Accessible These new Cosmos Fund classes are structured to provide sole exposure to each company, allowing investors to target their interests in the AI sector. Templum seeks to redefine how private market investments are offered – making once-exclusive opportunities available to a new generation of investors. “Access to private markets shouldn’t be reserved for large-scale institutional capital and the ultra-wealthy – especially not when it comes to the most transformative tech of our time,” said Christopher Pallotta, Founder and CEO of Templum . “With xAI and Databricks, we’re giving investors front-row seats to the AI revolution. These companies are shaping how the world will work, think, and build in the decades to come. Templum is proud to lead the way in making access to these types of investments possible.” In addition to these latest offerings, additional opportunities accessible to SoFi Invest members through Templum One include: Pomona Investment Fund – The Pomona Investment Fund is an evergreen fund that has an annualized return rate of 13.05% since inception in May 2015, and $1.9B in AUM as of January 1, 2025[6]. The fund uses a diversified investment strategy across multiple sectors, primarily acquiring positions in other private equity funds on the secondary market or through strategic co-investments directly in private companies. Investors in the fund have the opportunity to sell their holdings each quarter through the fund’s redemption program, allowing investors to choose the investment horizon that is right for them. StepStone Private Markets Fund – The StepStone Private Markets Fund has produced an annualized return of 20.65% since inception in October 2020 and has $4.2B in AUM as of February 2025[7]. The fund invests inprivate equity, real assets, and private debt through a globally focused portfolio. Investors can obtain liquidity through the fund’s redemption program, empowering investors to manage the duration of their investment. These   offerings align with Templum’s mission to democratize private markets and are accessible to eligible SoFi members. These latest additions to the Templum One private markets ecosystem mark another milestone in Templum’s mission to make premier private market opportunities more accessible than ever, redefining access to institutional-quality private investments for a broader class of investors. For more information and eligibility, visit  www.templuminc.com  or  www.sofi.com . 1 xAI raises $6B Series C 2 Elon Musk’s xAI Holdings is in discussions to raise $20 billion – Bloomberg News 3 Musk’s xAI Holdings is reportedly raising the second-largest private funding round ever – TechCrunch 4 Databricks is the data and AI company 5 Databricks+MosaicML 6 Pomona Investment Fund 7 StepStone Private Markets ###   About Templum   Templum is transforming access to private markets with technology that makes investing in alternatives as seamless as trading public equities. At the core of our offering is   Templum One , our flagship ecosystem that connects a partner-driven network of investors with top-tier fund managers and high-demand private assets. Templum One connects the full value chain – linking investors, wealth managers, advisors, platforms, asset managers, custodians, fund admins, and transfer agents through our tailored technology solutions – enabling access to exclusive investments, along with seamless workflows across any asset class. Templum-as-a-Service delivers end-to-end infrastructure purpose-built for private markets. Whether you're launching your own branded marketplace through white label deployment or integrating via API, we automate the entire investment lifecycle from onboarding to execution to post-trade so you can go to market faster, raise capital smarter, and offer a seamless investor experience. To support liquidity, Templum also offers multiple secondary trading solutions – including an automated  Alternative Trading System (ATS)  and  Qualified Matching Service (QMS) – delivering efficient exits for a broad range of private investments. Faster, more scalable, and more cost-effective than anything else in the market today, Templum is the infrastructure powering the next generation of private market investing. All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc. For more information, please visit  www.templuminc.com . SoFi solely makes customer referrals to Templum, and is not a fund sponsor or manager and does not participate in the structuring, due diligence, or ongoing management of any investment opportunities made available through Templum.  Sales Contact sales@templuminc.com    Templum Media Contact marketing@templuminc.com   About SoFi SoFi Technologies (NASDAQ: SOFI) is a one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. Over 10 million members trust SoFi to borrow, save, spend, invest, and protect their money – all in one app – and get access to financial planners, exclusive experiences, and a thriving community. Fintechs, financial institutions, and brands use SoFi’s technology platform Galileo to build and manage innovative financial solutions across 158.4 million global accounts. For more information, visit www.sofi.com or download our iOS and Android apps.   ©2025 SoFi Technologies, Inc. All rights reserved.

GUARDD, Inc.  is a SaaS platform service that collects, verifies, and disseminates private company information, including financial data, facilitating transparency for investors and Blue Sky compliance for issuers. With a Blue Sky GUARDD report a company's financial information is published in a National Securities Manual and their securities can trade on an ATS. Templum is excited to partner with Guardd to help clients navigate state Blue Sky laws, paving the way for new marketplaces to emerge and scale while enabling broader investor access. "GUARDD is an important service that drives transparency for both us and our issuers," says Christopher Pallotta, CEO of Templum Inc. "It allows us to focus on our technology, investor experiences, and new market infrastructure, while ensuring that our clients are compliant with state Blue Sky laws." ‍ For more information see the press release on MarketWatch .

May 3, 2021 - SAN FRANCISCO, CA - Mythic Markets, an investing platform and community for pop culture fans, is excited to announce that it now supports trading capabilities on its platform for investors. Mythic Markets' collection includes vintage comics, trading cards, fantasy art, video games, and memorabilia. As part of this strategic initiative, Mythic Markets chose SEC Registered Transfer Agent Vertalo of Austin, TX and FINRA  Registered Broker Dealer Templum Markets LLC of New York to, respectively, assist in managing the digital ledger and create a frictionless trading solution for Mythic to its investor clients. Mythic Markets is currently offering All-Star Comics #8  (Wonder Woman's debut) at $37 per share, the original  Metroid  video game at $25 per share, and Magic: The Gathering 's Benalish Hero  original art for $35 per share, with previously sold collectibles including Amazing Fantasy #15  (Spider-Man's first appearance) and Magic: The Gathering's   Alpha Black Lotus card. Previously, Mythic Markets simply allowed buyers to purchase fractional ownership or shares of these valuable collectibles with the hope that they will one day be sold for a profit. Alternative assets like collectibles and art have been increasing in popularity for decades. Pop culture collectibles, in particular, have surged in demand since "geekdom" went mainstream. However, opportunities to buy have been prohibitively expensive for most individuals. Now, the Mythic Markets platform will provide the capability for the buying and selling of the ownership interests in the collectible - making the market accessible to fans of all income levels. In order to achieve this type of active marketplace, Mythic Markets has tapped digital transfer agent Vertalo  and Alternative Trading System (ATS) provider Templum . Vertalo provides Mythic Markets with a digital transfer agent and data management platform. Templum and its wholly-owned subsidiary, Templum Markets, provide the trading solutions, including trade matching, order management, risk and surveillance, and market data. The continuous trading model provided by Templum and Vertalo will make the investor experience for Mythic Markets far more interactive. CEO of Mythic Markets, Joe Mahavuthivanij, says, "Trading has been our most requested feature since we debuted back in 2019. We're extremely excited to offer our investors a real-time trading system that brings liquidity, price transparency, and investment access to people all over the country. We have been working with Vertalo and Templum to implement a solution for our clients and they have been instrumental in helping Mythic Markets implement trading of these valuable real world assets without the necessity of physical fulfillment." Dave Hendricks, CEO of Vertalo, explains, "Mythic Markets represents the emerging convergence of real world and digital assets. By offering their clients the opportunity to own a digitized fractional ownership of an iconic collectible, Mythic Markets enables more collectors to participate in a vibrant market for  iconic pop culture assets, while reducing the amount that they have to invest in order to benefit from any potential upside. Vertalo helps Mythic Markets to offer this service without any customer having to know anything about digital assets, tokens, wallets, or other complex technology that might create buyer or seller friction. The Vertalo team is honored to work with pioneers like Joe, Deb, and Tony at Mythic Markets." For more information on Vertalo , visit   www.vertalo.com   or stay updated with Vertalo's communications: Telegram –   https://t.me/vertalotoken Twitter –   https://twitter.com/vertalo_?lang=en Medium –   https://medium.com/@Vertalo LinkedIn –   https://www.linkedin.com/company/vertalo For more information on Mythic Markets , visit https://mythicmarkets.com/   or stay updated with Mythic Markets' communications: Instagram –   https://www.instagram.com/mythic_markets/   Twitter –   https://twitter.com/mythicmarkets   Facebook –   https://www.facebook.com/mythicmarkets For more information on Templum , visit https://www.templuminc.com/   or stay updated with Templum's communications: Twitter - https://twitter.com/TemplumHQ LinkedIn - https://www.linkedin.com/company/templuminc ABOUT VERTALO Launched after their own March 2018 STO, Vertalo is a B2B SaaS company founded to map the gaps between primary and secondary trading of digital securities offerings. As the 'Operating System for Digital Assets', Vertalo is focused on connecting and enabling the digital asset economy, providing an industry-leading cap table and investor onboarding solution that facilitates direct ownership and direct listing of any private asset. In addition to offering direct issuance services to private companies, Vertalo also offers white-label, licensed, and joint venture opportunities to capital advisors, broker-dealers, and investment banks. A subsidiary of SeriesX, Vertalo is headquartered in Austin, TX with offices in New York City and Seoul. Learn more about SeriesX and Vertalo at www.vertalo.io . ABOUT MYTHIC MARKETS Mythic Markets is an investing platform that allows fans to buy, sell and trade equity shares of the alternative assets they love. The company facilitates faster, easier, more flexible investment opportunities for buyers who want to jump into high-end collectibles, including the most prestigious and sought-after comics, trading cards, artwork and video games. This curated set of premium collectibles is fractionalized so investors can have more control over their portfolio, avoiding the overheads and challenges associated with physically holding such items while still reaping the financial benefits. Learn more at https://mythicmarkets.com . ABOUT TEMPLUM Templum Markets is a New York-based broker-dealer and Alternative Trading System (ATS) approved to trade unregistered private securities in 53 U.S. States and Territories, and is a wholly-owned subsidiary of Templum, Inc., a trading technology company. Templum is paving the way for investors to participate in new asset classes through integrated market technologies and API's for primary issuance and secondary trading. Templum's combined solution provides liquidity and distribution in private markets by enabling a continuous trading experience for investors, rather than the manual processes currently in place. In doing so, Templum delivers custom trading solutions to power marketplaces. For more information, please visit www.templuminc.com . MEDIA CONTACT Katie Campisano             Kamp Media Relations for Vertalo katie@kamprelations.com 1.908.247.8678

NEW YORK, June 16, 2021 - Templum, Inc.  ("Templum"), a provider of next-generation capital markets infrastructure for alternatives and private securities, announced it has closed a strategic financing round led by WestCap . WestCap's investment in Templum enables the technology company to expand on marketplace services for its growing list of global clientele and enhance liquidity for institutional and retail investors across the ecosystem. Templum and its wholly owned broker dealer subsidiary, Templum Markets LLC, deliver transparency and liquidity to investors and marketplaces with its frictionless, end-to-end white-label trading technology products, using its proprietary Alternative Trading System ("ATS") and brokerage solutions. "The most recent investment from WestCap advances Templum's strategy to transform the alternative asset sector," said Templum CEO Christopher Pallotta . "Our innovative modular infrastructure powers marketplaces by offering fractionalized investing in alternative assets such as private equity, limited partnerships, real estate, collectibles, art, commodities, and debt products. We're seeing increasing appetite from investors for alternative assets and have experienced that first hand with our clients. The partnership with WestCap accelerates distribution and adoption of alternative assets with Templum as the underlying infrastructure." The investment was led by Laurence Tosi , WestCap's founder and former CFO of Airbnb and Blackstone, and by Scott Ganeles , senior partner at WestCap, who will now join Templum's Board of Directors. As longtime partners, Tosi and Ganeles also co-founded iPreo, a leading capital markets fintech company acquired by IHS Markit . WestCap has been actively monitoring the alternative asset industry as investor allocation to alternatives has grown throughout shifting economic trends over the past year. Per research firm Preqin , the alternatives asset industry is projected to increase to $17.14 trillion AUM by 2025 as alternatives are expected to continue to outperform public markets and bring significant diversification benefits to an overall portfolio strategy. "We're excited to partner with Templum as their proven technology and efficient marketplace removes the complexity in the alternative asset industry for capital markets participants," said Scott Ganeles. "Templum's streamlined solution is key to driving liquidity and transparency for alternative assets. Our investment in Templum expands access to the industry and positions WestCap, Templum, and their clients to capitalize on a space that is growing exponentially."For more information, please visit templuminc.com . About Templum Templum Markets LLC. is a New York-based broker-dealer and Alternative Trading System (ATS) approved to trade unregistered private securities in 53 U.S. States and Territories, and is a wholly-owned subsidiary of Templum, Inc., a trading technology company. Templum is paving the way for investors to participate in new asset classes through integrated market technologies and APIs for primary issuance and secondary trading. Templum's combined solution provides liquidity and distribution in private markets by enabling a continuous trading experience for investors, rather than the manual processes currently in place. In doing so, Templum delivers custom trading solutions to power marketplaces. For more information, please visit www.templuminc.com . About WestCap Group WestCap Group is a growth equity firm founded by Laurence A. Tosi, who, together with the WestCap Group team, has founded, capitalized, and operated tech-enabled, asset-light marketplaces for over 20 years. With over $2 billion of assets under management, WestCap Group has made notable investments in technology businesses such as Airbnb, StubHub, iPreo, Skillz, Sonder, Addepar, Hopper, iCapital and Bolt. To learn more about WestCap Group, please visit WestCap.com .

NEW YORK, March 15, 2022—Templum, Inc. ("Templum"), a provider of next-generation cloud-based capital markets infrastructure for alternative assets and private securities, announced today that it had filed a provisional patent application with the United States Patent Office. In addition, Templum is also announcing accelerated growth over the last year. The firm's momentum reflects the market demand for its proprietary trading platform ("Platform") as investors embrace alternative investments. The patent application covers the Platform's unique, comprehensive, and scalable nature. Specifically, the Platform is an end-to-end marketplace software-as-a-service solution  that allows for trading in almost any asset class—including, but not limited to—fractionalized securities and limited partnership interests. The Platform integrates with third parties to support a seamless trading experience—customer onboarding, capital raising, trading, market surveillance, and settlement—from a single technology stack. Moreover, the Platform is scalable and capable of efficiently supporting marketplaces of all sizes and transaction volumes. In this context, and when paired with Templum's broker-dealer and Alternative Trading System, Templum Markets, the Platform allows investors to participate in private securities markets with the same protections that they would receive when trading public securities. "Investors today demand greater access to liquidity for different types of investments. Investing overall is transforming as investors increasingly adopt alternative investment instruments. We are defining this space and helping propel alternative assets even further into the mainstream with our proven technology and strong regulatory infrastructure. Templum is at the center of the ecosystem and removes the complexities historically encountered in the growing alternative asset industry," said Christopher Pallotta, founder and CEO of Templum. Templum's business momentum, new scalable solutions, and support of its clients are all underpinned by its hiring strategy, with team growth of 215% over last year. Templum-powered marketplaces have seen a 1,997% increase in investors and witnessed a 3,922% increase in trading volume during the same period. Momentum and unprecedented growth will continue as existing marketplaces come online throughout 2022. “Templum’s rapid growth is driven by our unique Platform  and expertise. The Templum Platform provides fractionalization, democratization, regulation (via Templum Markets) and proprietary technology to unlock trillions of dollars in assets and create a brand-new global ecosystem. Our advances have led us to engage in opportunities such as collectibles, real estate, art, energy, agriculture, wine, autos, and much more,” said Jeffery Gangl, Chief Commercial Officer of Templum. Templum is quickly becoming the trusted industry standard because of its robust proprietary technology, regulatory approval set, customer success, and breakneck innovation. About Templum   Templum Markets LLC is a New York-based broker-dealer and Alternative Trading System (ATS) approved to trade unregistered private securities in 53 U.S. states and territories and is a wholly owned subsidiary of Templum Inc., a trading technology company. Templum is paving the way for investors to participate in new asset classes through integrated market technologies and APIs for primary issuance  and secondary trading . Templum's combined solution provides liquidity and distribution in private markets by enabling a continuous trading experience for investors, rather than the manual processes currently in place. In doing so, Templum delivers custom trading solutions to power marketplaces. For more information, please visit www.templuminc.com .