Wealth advisory firm Snowden Lane Partners has collaborated with Artivest, a US-based investment platform provider, to enhance access to alternative investments for clients and advisors.
Under the partnership, Artivest will provide Snowden Lane with an investment platform to have access to private equity and hedge funds, as well as online capabilities to research and review fund teams, strategies, and performance and direct access to fund managers.
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The fintech firm will also provide Snowden Lane with an automated private fund subscription and reporting process, which includes fully integrated compliance and AML features.
Snowden Lane managing partner and CEO Rob Mooney said: “With no proprietary products, we are free to search the world for the right investments that meet each client’s unique requirements. The Artivest partnership advances this mission. It gives our advisors additional investment options that preserve our independence.
“Most importantly, Artivest’s technology greatly simplifies the investment process, freeing up our advisors’ time so they can focus on seeking out, evaluating and recommending the best possible investment solutions for our clients.”
Artivest founder and CEO James Waldinger said: “Their firm is a leader among independent advisors in providing high net worth clients with access to alternative investments. Their recognition of the value our platform brings to their advisors is a significant step in our business strategy of meeting the evolving needs of the wealth management industry in today’s digital age.”
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