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Where Intelligent Wealth meets Innovation

Where Intelligent Wealth meets Innovation

Where Intelligent Wealth meets Innovation

Powering the future of alternative investing and high-net-worth client services with AI-driven precision.

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Empowering Wealth Advisors

Empowering Wealth Advisors

Empowering Wealth Advisors

A unified platform built for RIAs, wealth managers, and family offices — combining alternative fund discovery, embedded lending, and concierge client services at scale.

A unified platform built for RIAs, wealth managers, and family offices — combining alternative fund discovery, embedded lending, and concierge client services at scale.

A unified platform built for RIAs, wealth managers, and family offices — combining alternative fund discovery, embedded lending, and concierge client services at scale.

A Smarter Way to Discover, Lend, and Serve in Private Markets

A Smarter Way to Discover, Lend, and Serve in Private Markets

A Smarter Way to Discover, Lend, and Serve in Private Markets

AI-Powered Fund Discovery

Discover, evaluate, and act on emerging funds in seconds.

Discover, evaluate, and act on emerging funds in seconds.

ChatGPT-style interface for fund queries

Smart filters: liquidity, returns, risk, fees, and more

Side-by-side fund comparison

Verified due diligence by trusted partners like Case

ChatGPT-style interface for fund queries

Smart filters: liquidity, returns, risk, fees, and more

Side-by-side fund comparison

Verified due diligence by trusted partners like Case

Embedded Lending Platform

Offer lending solutions secured against alternative portfolios.

Offer lending solutions secured against alternative portfolios.

Automated ABLOC evaluation

Equity-backed loan origination

Seamless reporting and custody integration

Automated ABLOC evaluation

Equity-backed loan origination

Seamless reporting and custody integration

Client Solutions Hub

Deliver a synthetic family office experience for HNW clients.

Deliver a synthetic family office experience for HNW clients.

Legal, tax, audit, and CFO services

Lifestyle concierge (yachts, aircraft, etc.)

M&A and capital advisory access

AI-driven matching of vetted providers to client needs

Legal, tax, audit, and CFO services

Lifestyle concierge (yachts, aircraft, etc.)

M&A and capital advisory access

AI-driven matching of vetted providers to client needs

What can you do?

What can you do?

What can you do?

For Wealth Advisors

For Wealth Advisors

  • Find suitable alternative funds in under 2 minutes

  • Run smart comparisons for client portfolios

  • Save/export client-friendly fund summaries

  • Get AI-curated fund matches based on investor profile

  • Offer embedded lending options without leaving the platform

  • Find suitable alternative funds in under 2 minutes

  • Run smart comparisons for client portfolios

  • Save/export client-friendly fund summaries

  • Get AI-curated fund matches based on investor profile

  • Offer embedded lending options without leaving the platform



View Demo

For Fund Managers

For Fund Managers

  • List and expose your fund to top-tier RIAs

  • Provide real-time updates and secure documents

  • Gain insights from platform analytics and advisor interest






  • List and expose your fund to top-tier RIAs

  • Provide real-time updates and secure documents

  • Gain insights from platform analytics and advisor interest












List with us

For Lending Partners

For Lending Partners

  • Join Altrium’s vetted network of client solution providers

  • Be matched with qualified RIAs and HNW individuals

  • Pay annual platform fee; benefit from referral volume






  • Join Altrium’s vetted network of client solution providers

  • Be matched with qualified RIAs and HNW individuals

  • Pay annual platform fee; benefit from referral volume






Partner with us

Fund Discovery

Fund Discovery

About Us

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2025 Altrium.money, all rights reserved

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2025 Altrium.money, all rights reserved

Contact us

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