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  • Capital Appreciation vs. Income Generation in Alternative Assets Investing: What’s the Difference?

    There are two key strategies when it comes to investing in alternative assets: capital appreciation and income generation. Both strategies apply to opportunities outside of traditional asset classes, but they differ in investment philosophy and expected outcomes. When referring to capital appreciation, we mean the long-term investment strategies where investors acquire securities with the intention of holding them for an extended period. Real estate, private equity and artwork  are often associated with this type of approach, as the primary objective is to have capital appreciate over time. This strategy aims for investors to benefit from the potential growth and value appreciation of the asset. A patient mindset is vital, as it may take several years for the investment to yield a favorable return. Like traditional markets, investors also need to do their due diligence to ensure their investment(s) have strong fundamentals, growth potential and the ability to weather market volatility. On the other hand, income generating alternative investments focus on providing investors with regular cash flow in addition to potential capital appreciation. Cash flow is emphasized, however, as these investment vehicles are designed for investors seeking a steady stream of income overtime. Some examples of alternative income generating assets include rental properties, private credit and music royalties. The distinguishing feature of income stream options is their ability to generate ongoing cash flow, which can either supplement or even fully replace traditional income sources. Investors seeking regular cash distributions and ways to diversify their income streams may be more attracted to this approach. However, it’s also essential to carefully assess the risks and potential returns with this type of investment, as income streams can and likely will fluctuate based upon market conditions and underlying asset performance. In the alternative asset space, options are nearly endless.  With so many available opportunities, investors have the ability to deploy capital appreciation strategies, or seek steady yield oriented investments to generate cash flow.  By understanding the nuances of each approach and what goes into creating a successful outcome, investors can create strategies that align with their specific goals and better diversify their portfolios. ‍ ‍ To learn more about how Templum can power primary offerings and secondary markets for alternative assets, reach out today.

  • Cybersecurity in the Cloud: A Clear Vision for Observability

    Cybersecurity observability is essential for organizations that operate in the public cloud, where they are exposed to a wide range of threats and vulnerabilities. Having a proper observability strategy allows businesses to collect, aggregate and analyze data from various sources, which in turn provides insights to the security posture of its systems and infrastructure. Implementing an observability strategy can also do the following: Improved compliance: Observability can help demonstrate compliance with industry regulations and standards. Reduced costs: By being proactive and identifying[SK1] [BN2]  weaknesses before attacks happen, and also being able to remediate security threats quickly, organizations can reduce the costs associated with cyberattacks. Increased efficiency: Security teams can be more efficient by automating and monitoring tasks and which provides them with the insights they need to make better decisions. There are several key areas that a cybersecurity observability strategy should focus on. They include: Visibility: Organizations must be able to see all their cloud assets, including workloads, networks and storage. This includes understanding how these assets are configured and how they interact with each other. Data Collection and Retention: Data (i.e., metrics, logs, and traces) needs to be collected, and securely maintained, from an organization’s cloud assets. Analysis: The telemetry data needs to be analyzed to identify potential threats and anomalies. This analysis can be performed using a variety of tools and techniques, including machine learning and artificial intelligence. Response: Organizations must be able to respond quickly and effectively to security incidents detected by their observability tools.This includes having a plan in place to investigate incidents, contain them, and recover from them. There are several specific steps that organizations can take to implement a cybersecurity observability strategy: Enable cloud provider logging and monitoring: Public cloud providers offer a variety of logging and monitoring services that can be used to collect telemetry data from cloud assets. Organizations should enable these services and configure them to collect the data they require. Deploy cloud security tools: There are a number of cloud security tools available that can be used to collect and analyze telemetry data. These tools can help organizations identify potential threats and anomalies quickly and easily. Implement a security information and event management (SIEM) system: A SIEM system can be used to centralize and analyze telemetry data from all cloud assets. This can help organizations get a better understanding of their overall security posture and identify emerging threats. Develop security observability dashboards and reports: Organizations should develop dashboards and reports that visualize their security data in a way that is easy to understand. This will help security teams identify potential threats quickly and respond effectively to incidents. Cybersecurity observability is a critical component of any public cloud security strategy. By implementing a comprehensive observability strategy, organizations can improve their security posture and reduce their risk of cyberattacks.

  • Fragmented No More: Launch of Templum One Ecosystem Unifies Private Markets

    Templum announces its private markets and alternative assets ecosystem solution, making investing in alts as easy and ubiquitous as buying public stocks   NEW YORK, October 18, 2023 – Templum, Inc. ("Templum"), the operating system for private markets and alternative assetsTM announced today the launch of Templum One, a first-of-its-kind solution for private markets and alternative assets. Templum One is a secure ecosystem that connects issuers, investors, custodians, transfer agents and other market participants to facilitate access to high-quality alternatives and private securities, as well as accelerates the general adoption of alternative assets and private securities as an investment class for a broad range of investors. Through Templum One’s open and fully regulated infrastructure solution, any alternative investment opportunity ranging from private equity, venture, credit and real estate to art and collectibles can be facilitated and found on Templum One.   "Templum One is the only central operating system of its kind and the answer private market participants have been waiting for," said Christopher Pallotta, founder and CEO of Templum. "Our ecosystem simplifies and optimizes the access, distribution and sourcing of alternative assets for RIAs, broker dealers, wire houses, fintechs, asset allocators, institutional investors, investment platforms, wealth managers and family offices.”   Interest in private investments and alternative assets continue to grow. A recent report from Blackrock shared that 88% of global companies with revenue greater than $100M are investing in private markets.1 By using Templum One buy-side participants can now meet their investors' needs for access to a broad set of high-quality assets and both issuers and sell-side participants can efficiently offer their assets and gain increased exposure to curated investor communities.  “Templum One brings it all together. We provide asset managers, investors and service providers the ability to engage with a broader ecosystem via a single solution, facilitating scale in an efficient way,” said Raj Iyer, Chief Product Officer at Templum. “We are excited to deliver a digitally native solution that connects the buy- and sell-side and issuers through a single connection enabling primary issuance, secondary trading, data and integration across the investment lifecycle in a controlled, secure manner.” Templum One’s Feature Overview: Issuer Functionality: Expanded investor reach, speed to market and embedded marketing tools for asset distribution Streamlined workflows and technology for asset onboarding, launch, capital raise and ongoing support throughout the investment's lifecycle including broker dealer services, document management and transaction and payment rails Regulated security settlement with a single, modular workflow   Ability to offer multiple transaction styles including primary issuance, auctions, continuous trading via open order books, negotiated peer-to-peer trading styles, and Qualified Matching Service capabilities for LP interests. Buy-side & Investor Functionality: Access to and support for a variety of alternative assets and private securities in different asset classes and throughout the asset lifecycle   Frictionless investor account maintenance through fully integrated onboarding and investor support   Standard purchasing process, including payment, and consolidated document management    Strengths of the Templum One Ecosystem: Broad Range of Investor Types and Assets API driven architecture, highly scalable and configurable Digitization of paper-based workflows for issuers and investors Real-time data sets and analytics on alternative asset class demand and investor and issuer trends   White-label capabilities   To learn more about how Templum One and current Templum One participants, reach out today. Source: Capital IQ, BlackRock as of 12/31/22. Represents the number of companies with annual revenues greater than $100 million.

  • The ExchangeRight REIT Now Available for Investment on Templum One 

    Investors can now access ExchangeRight’s Essential Income REIT (EIR) on Templum One  NEW YORK, October 31, 2023 – Templum, Inc. ("Templum"), the operating system for private markets and alternative assets,TM announced today that investors can now access ExchangeRight’s Essential Income REIT (EIR) on Templum One , Templum’s private market and alternative asset ecosystem solution.     Templum One is the first of its kind patent-pending ecosystem that connects issuers like ExchangeRight with a broad base of investors using a cloud-based, digitally native platform. Through Templum One a myriad of participants in private and alternative securities markets (i.e., issuers, retail/institutional investors, custodians, and transfer agents) interact with each other using standardized and streamlined workflows that eliminate traditional barriers to access these markets.     ExchangeRight and its affiliates’ vertically integrated platform features more than $5.6 billion in assets under management that are diversified across over 1,200 properties, and 23 million square feet throughout 47 states. The Essential Income REIT is invested in a diversified portfolio of 352 properties in 34 states with net leases backed by 37 historically recession-resilient and primarily investment-grade tenants successfully operating in the necessity retail and healthcare industries.   “We are excited to offer this REIT from ExchangeRight on Templum One,” said Christopher Pallotta, founder and CEO of Templum. “Templum’s ability to bring these investment opportunities to a differentiated, broad base of investors allows issuers like ExchangeRight to amplify and augment their capital raising strategies. Templum One streamlines document management, investment/subscription workflows, and payment functionality to create an efficient process for investors, while also enabling issuers to access a broader pool of potential investors.”   To learn more about the Essential Income REIT (EIR), reach out today. Investing in private securities involves a high degree of risk and is not suitable for all investors.  Please visit Templum's website  for more information.

  • Unlocking the Potential of Private Markets and Alternative Investments

    By the late 2000s, stock market participation had grown to over 60% of U.S. households. This rapid growth, from under 40% just a couple decades earlier, was caused by several factors including new technological invention sand innovations and media coverage of financial markets. Financial products such as ETFs, index-based funds and growth in mutual funds made investing easier to understand and gave investors access to large parts of the market without having to be experts in any specific area.Furthermore, technology reduced costs for delivering these financial products, which allowed previously inefficient paper-based processes to be replaced with automated systems. But now, there is another shift happening in the investment landscape. Private markets and alternative investments are growing at a rapid pace and are going through a similar evolution. These investments include private equity and credit products, as well as a range of real-world assets such as real estate, infrastructure and commodities. Advisors increasingly have access to a broader range of investment opportunities and fund structures that are easier to allocate into client portfolios. And just like it did with public markets, technology is a major reason why these products have become more accessible. Investors in private markets gain exclusive access to opportunities that are not readily available in public markets. While public markets have built many products based on a relatively small number of underlying assets, alternatives expand the universe of assets across a broad set of underlying investments not typically available to most investors. And new technology in the space has pretty much replicated the investor experience in public markets for private markets. What’s more, the longer investment horizons characteristic of private markets allows investors to ride out short-term market fluctuations, positioning them for greater success in the long run. As highlighted by CAIA's  insights that note these investment vehicles can help responsible investors reap the long-term benefits of both risk mitigation and return enhancement compared to traditional public market assets, private markets provide the potential for superior risk-adjusted returns, giving investors an edge in navigating market volatility. In fact, further research from Bain & Company  indicates that private assets have the potential to outperform public market equivalents by a substantial margin of 200 to 300basis points over time. This long-term focus enables investors to tap into unique opportunities for wealth creation and growth that are not as readily available in public markets. The growing adoption of private markets and alternative investments represents a significant shift in the investment landscape. As investors look to diversify their portfolios, private markets continue to gain prominence for their potential to unlock new investment opportunities and offer a larger investable universe.By embracing the unique potential of private markets, responsible investors and their advisors can navigate this landscape by understanding the new technologies, platforms and financial products that dramatically expand reach without adding cost and complexity.

  • The Sortis Income Fund Available on Templum One, Expanding Investment Opportunities for Investors

    Investors can now access the Sortis Income Fund (SIF) on Templum One NEW YORK, November 9, 2023 – Templum, Inc. ("Templum"), the operating system for private markets and alternative assetsTM announced today that investors can now access the Sortis Income Fund (SIF), an alternative debt fund for commercial real estate, with a focus on Western US markets on Templum One .     Templum One  has revolutionized private and alternative securities markets by seamlessly linking issuers, such as Sortis, with a diverse array of investors through a cutting-edge, cloud-based platform. This digitally native solution facilitates interaction among various stakeholders - including issuers, retail and institutional investors, custodians, and transfer agents - through standardized and streamlined workflows, eradicating longstanding barriers and costs to market accessibility.     The Sortis Income Fund is designed to bridge the gap between the borrowing needs of CRE owners/operators, and the lack of capital available due to record high interest rates and a banking environment in tumult. The Sortis Income Fund (SIF)  employs a disciplined strategy and rigorous risk management to curate a diversified loan portfolio, delivering consistent and high-yield fixed-income returns to investors, all achieved without leveraging.     "We are excited to offer a variety of investment vehicles like the Income Fund from Sortis on Templum One," said Christopher Pallotta, founder and CEO of Templum. "Templum is uniquely positioned to offer issuers like Sortis access to a differentiated investor base often unavailable through traditional channels. Templum One provides direct access to investments while aggregating investors and streamlining the capital-raising process through our native technology." To learn more about the Sortis Income Fund (SIF), reach out today. Investing in private securities involves a high degree of risk and is not suitable for all investors.  Please visit Templum's website  for more information.

  • Exploring the Surge in Popularity of Interval Funds – Are We Witnessing a Boom?

    If you’re hearing a lot of buzz around the term “interval fund,” you are not alone. Interval funds are rapidly gaining traction in the investment world, grabbing the attention of both seasoned investors and investment managers. In March 2023, interval funds totaled $84 billion in net assets  signifying a 10% increase from the previous year. The term “interval fund” is used to describe a mutual fund-like investment product that is redeemable at certain time periods, as opposed to being redeemable on a continuous basis. Like mutual funds, interval funds are continuously offered investments that are registered with, and subject to periodic reporting and disclosure requirements promulgated by, the SEC. Many issuers of interval funds offer but do not guarantee issuer sponsored redemptions, giving the fund a certain amount of liquidity.                 Interval funds are different from mutual funds in that they are afforded more flexibility concerning their asset allocation, which is why they are quickly becoming a popular way for investors to gain exposure to alternative and private securities. When compared to traditional alts, interval funds typically offer two distinct advantages: greater transparency and reporting, and lower investment minimums and eligibility requirements. These features have proven to be popular with retail investors, who are developing a greater appetite  for alternatives and private securities as a percentage of their investment portfolios. In addition to providing an avenue for retail investors, interval funds offer a host of advantages for portfolio managers, who can continually raise funds and make purchases while controlling cash outflows through limited redemptions at predetermined intervals. This flexibility provides more stable daily cashflows and allows fund managers to tap into a broader investor base by catering to the ever-growing demand for alternative and private securities in the retail sector. Selling interval funds also presents certain complexities for brokers and investors. While the sale of mutual funds has largely been standardized through a select number of large vendors, the purchase and sale of interval funds is more manual. Interval funds require more nuanced disclosures in their subscription documents and many of the systems that were built to handle mutual funds at scale are not able to handle the customized workflows required to sell interval funds, constraining access for investors.   However, certain fintechs are creating platforms and offering automation tools that help brokers sell interval funds in a standardized manner and at scale. Specifically, brokers can integrate technical rails that can collect and manage both subscription and redemption orders, allow in-app customer acknowledgments and document signing and manage payment processing alike.  Alternatively, brokers can purchase or integrate with customizable technology solutions that automate the more nuanced process of offering and making purchases of these funds, from setting up data that investors need, tracking investor activity and reporting.   As interval funds continue to grow in prominence and popularity among a wide array of market participants, an opportunity exists for forward-thinking brokers to use technology solutions that allow for streamlined and more widespread participation in interval funds.

  • Podcast: Modernizing Private Investment Infrastructure, with Templum CEO Christopher Pallotta

    The Fintech Blueprint's Lex Sokolin chats with Christopher Pallotta - founder and CEO of Templum, a company focused on alternative investments and private markets. Pallotta discusses his background in technology and investing, as well as the journey of Templum and its transformation into becoming the operating system for private markets and alternative assets. He explains how Templum's technology, broker-dealer and alternative trading system (ATS) capabilities are modernizing private investment infrastructure. Pallotta also discusses the growing demand for alternative assets and the role of liquidity in driving adoption. He highlights the potential for alternative assets to outperform traditional markets and the need for liquidity mechanisms in the alternative asset space. Finally, Pallotta shares his vision for the future, where alternative assets become more accessible and investing in them becomes as ubiquitous as investing in public equities. ‍ This podcast was recorded and shared by The Fintech Blueprint. Find more on its website . Listen Here ‍

  • Velvet launches first investment marketplace for offshore accredited investors in partnership with Templum

    Targeting global high-net-worth investors and family offices, Velvet aims to facilitate transactions of up to $250 million on the platform in 2024 The partnership brings Templum's infrastructure to enable investments by international offshore investors in category defining companies such as SpaceX, OpenAI, and Neuralink New York & São Paulo, December 5, 2023  – Velvet , a company specializing in the buying and selling of equity in high-growth technology companies, has just announced the beta launch of its secondary marketplace. This initiative is in collaboration with Templum,  the leading global infrastructure for private markets and alternative assets. Through the jointly created platform, offshore investors will have the opportunity to invest in disruptive private companies such as SpaceX, OpenAI and Neuralink. The projected transaction volume for 2024 is $250 million, representing a sevenfold increase from Velvet's 2023 transaction value. To reach this goal, Velvet will continue building partnerships with global private banks and open an office in the Middle East to cater to a growing base of investors in the region. Velvet clients will have access to Templum One , a central operating system for private markets that simplifies access to alternative assets, making trading in otherwise illiquid assets as easy as buying public stocks. A highly secure ecosystem, the solution connects issuers, investors, custodians, transfer agents and other industry stakeholders. The goal is to make alternative assets and private securities available to a broader range of investors. Key features of the marketplace include a curated list of detailed information on each of the wide array of available assets, such as alternative investments for its customer base, frictionless investor account maintenance through integration and support and an expedited standard purchase process, including consolidated payments and management. "Our focus is to bring new opportunities to global offshore investors starting by giving them access to equity in truly exponential companies such as SpaceX, which, through the constellation of low orbit satellites from its subsidiary StarLink, is changing how humanity consumes data. Another example is OpenAI, which is leading the revolution in Artificial Intelligence with products like ChatGPT”, said Carlos Naupari, founder and CEO of Velvet. “In the current market recovery scenario, we aim to concentrate on technology companies that will have a long-term impact globally and consequently bring outsized returns to investors", he adds. Velvet aims to provide exclusive and high-potential opportunities to ultra-high-net-worth investors who already possess a diversified and sophisticated portfolio. The minimum ticket for new investments will be USD 100,000 and the investment structure will be done via Delaware based entities. “The United States is a global leader in public markets and still the main exporter of category defining companies in cutting-edge fields such as artificial intelligence and space exploration,” said Christopher Pallotta, founder and CEO of Templum. “The partnership between Templum and Velvet enables offshore global investors to invest in privately held American companies through an institutional-grade trading platform designed specifically for the private markets.” ‍ To learn more about lauching your own marketplace or Templum One, reach out today. Investing in private securities involves a high degree of risk and is not suitable for all investors.  Please visit Templum's website  for more information. About Velvet: Founded in 2021, in São Paulo / Brazil, Velvet's mission is to provide exclusive access to high-potential, privately held technology companies for qualified offshore investors. In partnership with Templum, the company offers a fully regulated, transparent and efficient secondary marketplace for trading equity interests in alternative assets, equipped with cutting-edge tools, data and insights to connect all market participants and assist with decision-making. Velvet's goal is to simplify and optimize access, distribution and fundraising of alternative assets for private bankers, wealth managers and family offices around the globe. More information for the press - Velvet: FirstCom Comunicação Luis Claudio Allan ( luisclaudio@firstcom.com.br ) Thamiris Pinheiro ( thamiris@firstcom.com.br ) Fabiano Nakashima ( fabiano@firstcom.com.br ) - Tel.: +55 11 9 8157-5135 About Templum: Templum is the operating system for private markets and alternative assets and is paving the way for investors to participate in new asset classes through integrated market technologies and APIs for primary issuance, secondary trading, alternative data and Templum One, our private markets and alternative assets ecosystem solution. Templum's combined solutions improve efficiency and access in private markets by enabling seamless, electronic workflows for alternative investments and standardized infrastructure to support operations, rather than the fragmented manual processes currently used in private markets. We unify private market infrastructure, investment opportunities and investor capital, into a single solution for private securities and alternative assets.  Templum Markets LLC. a wholly owned subsidiary of Templum, Inc., 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. For more information, please visit www.templuminc.com .  More information for the press - Templum: Julie Ros ( marketing@templuminc.com ) +1 (646) 468-6550

  • The OPEN Unicorn™ Index Fund Now Available for Investment on Templum One

    The OPEN Unicorn™ Index Fund Now Available for Investment on Templum One   NEW YORK, January 31, 2024 – Templum, Inc. ("Templum"), the operating system for private markets and alternative assetsTM announced today that investors can now access the OPEN Unicorn™ Index Fund, from OpenVC, Inc. (OPEN) on Templum One, Templum’s private market and alternative asset ecosystem solution.     Through Templum One, OPEN can access a diverse pool of investors and investors can access a market capitalization-weighted index of the top 50 private, US-domiciled, VC-backed companies. Ultimately Templum One accelerates the general adoption of alternative assets and private securities as an investment class for a broad range of investors. The OPEN Unicorn™ Index Fund offers investors access to a basket of some of the most innovative and sought-after private companies, such as SpaceX, Stripe, Epic Games, and more. As an index-replicating fund, the structure is low fee, with only a 2% management fee and no performance fee and is more diversified than most traditional growth funds.   “We are thrilled to offer the OPEN Unicorn™ Index Fund on Templum One,” said Christopher Pallotta, Founder and CEO of Templum. “Our strength at Templum lies in our consistent ability to offer a diverse range of investment opportunities across a broad spectrum of investors. This strategy empowers issuers and significantly bolsters their capital-raising strategies, especially in the complex investment landscape we face today.” ‍ To learn more about distribution or access of alternative assets on Templum One, reach out today.

  • Templum Announces Its Private Markets Suite Is Now Available in the Microsoft Azure Marketplace

    Templum Announces Its Private Markets Suite Is Now Available in the Microsoft Azure Marketplace   NEW YORK, March 19, 2024 - Templum, Inc. ("Templum"), the operating system for private markets and alternative assetsTM, has made its industry-leading Private Markets Suite available on the Microsoft Azure Marketplace. Microsoft Azure users can now connect with Templum via Microsoft’s Marketplace, streamlining the process of accessing Templum’s patent-pending Private Markets Suite.   Templum’s suite offers award-winning industry solutions and extensions to automate and streamline at scale the full private markets lifecycle. Industry-leading issuers and private investment platforms rely on Templum to automate investor access, onboard investors, KYC/AML, and manage the transaction process. It provides unmatched visibility and control across the entire asset lifecycle, streamlining workflows, optimizing performance, reducing operational overhead, and offering distribution and controls in private markets by enabling a dynamic trading experience for investors. “We are delighted to make our solution available on the Microsoft Azure Marketplace to make it even easier for customers to work with us,” said Templum CEO Christopher Pallotta. “Growing with Microsoft Azure has been an important part of our journey, and we are excited to expand access to our private markets solution via the Microsoft Azure Marketplace.” Jake Zborowski, General Manager, Microsoft Azure Platform at Microsoft Corp., said, "We're pleased to welcome Templum to the Microsoft Azure Marketplace, which gives our partners great exposure to cloud customers around the globe. Azure Marketplace offers world-class quality experiences from global trusted partners with solutions tested to work seamlessly with Azure."   The Azure Marketplace is an online market for buying and selling cloud solutions certified to run on Azure. The Azure Marketplace helps connect companies seeking innovative, cloud-based solutions with partners who have developed solutions that are ready to use. ‍ To learn more about Templum, reach out today.

  • SoFi and Templum Partner for Expanded Access to Alternative Assets

    SoFi and Templum Partner for Expanded Access to Alternative Assets Templum, Inc. ("Templum"), the operating system for private markets and alternative assetsTM is pleased to announce that the company is working with SoFi , the all-in-one digital personal finance company, to expand everyday investor access to investment opportunities with its recent launch  of  Alternative Investments .   “At SoFi, we spend every day working to empower our 8M+ members to get their money right so that they can achieve financial independence – and investing is an important part of that – but unfortunately, many valuable investment vehicles have been left inaccessible to the everyday investor,” said Anthony Noto, CEO of SoFi. “We recently changed that paradigm by expanding access to alternative investments. As we look ahead, SoFi is partnering with Templum to find even more ways to give SoFi Members unique access, as we continue to deliver on our commitment to providing them with unmatched choice and flexibility when it comes to investing their hard-earned money.”   Over the past decade, alternatives have expanded rapidly, becoming an important way to build and protect wealth, with global alternative assets under management expected to reach $24.5tn by 2028, compared with $16.3tn today.1 Despite the growing demand, the landscape remains fragmented and manual, limiting access, innovation, and investor confidence. Together, SoFi and Templum are bringing best-in-class technology and infrastructure capabilities to facilitate access to one of the fastest growing sectors of investments.   Alternative investments have the potential to provide higher and uncorrelated returns compared to traditional investments and offer opportunities to invest in assets with significant growth potential.2  While alternatives have become increasingly common in institutional portfolios, individual investors have had limited access to these assets.  By bringing access to alternatives and private markets, individual investors will have the opportunity to review unique and sought after investments to build portfolios that can have improved returns and diversification.   “Partnering with SoFi is a great example of how like-minded firms can come together to increase investment access and opportunity,” notes Christopher Pallotta, CEO and founder, Templum. “Templum’s technology, regulatory foundation, and Alternatives expertise, combined with our work with leading fund managers, allows us to bring some of the most sought-after investments to SoFi.  We are excited to be with SoFi at the forefront of one of the largest transformations in markets today.”   About Templum     Templum is accelerating access to private markets and alternative investments through robust technology and a regulatory framework that is automating legacy processes and unifying a fragmented ecosystem. Through Templum, investors can participate in new asset classes through integrated market technologies and APIs for primary issuance, secondary trading, alternative data, and Templum One, our private markets and alternative assets ecosystem solution. Templum's combined solutions improve efficiency and access in private markets by enabling seamless, electronic workflows for alternative investments and standardized infrastructure to support operations, rather than the fragmented manual processes currently used in private markets. Templum unifies private market infrastructure, investment opportunities, and investor capital into a single solution for private securities and alternative assets.   Templum Markets LLC., a wholly owned subsidiary of Templum, Inc., 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. For more information, please visit www.templuminc.com .     About SoFi SoFi (NASDAQ: SOFI) is a member-centric, one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. The company’s full suite of financial products and services helps its more than 7.5 million SoFi members borrow, save, spend, invest, and protect their money better by giving them fast access to the tools they need to get their money right, all in one app . SoFi also equips members with the resources they need to get ahead – like career advisors, Credentialed Financial Planners (CFP®), exclusive experiences and events, and a thriving community – on their path to financial independence.   SoFi innovates across three business segments: Lending, Financial Services – which includes SoFi Checking and Savings , SoFi Invest , SoFi Credit Card , SoFi Protect , and SoFi Insights – and Technology Platform, which offers the only end-to-end vertically integrated financial technology stack. SoFi Bank, N.A., an affiliate of SoFi, is a nationally chartered bank, regulated by the OCC and FDIC and SoFi is a bank holding company regulated by the Federal Reserve. The company is also the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com  or download our iOS  and Android  apps.   I nvestor Contacts:  Templum: bdoperations@templuminc.com     Media Contacts: Templum: Julie Rosjros@templuminc.com SoFiMeghan BrownPR@sofi.org ‍ 1  https://caia.org/content/january-2024-next-20-trillion-alternative-investments 2  https://investors.sofi.com/news/news-details/2024/SoFi-Breaks-Down-Barriers-to-Investing-By-Offering-Alternative-Investments/default.aspx

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