Templum

Templum’s technology, regulatory controls, and reporting can be deployed in weeks to support asset managers, issuers, intermediaries, advisors, and investors.

The page says private market data provides insights for alternative asset trading and privately held companies, as demand for alternative assets rises among retail and institutional investors seeking portfolio diversification.

The page describes RIAs’ role in investment guidance and a recent increase in alternative investments in the RIA channel, citing a survey of RIAs, financial advisors, and alternative asset managers.

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.

Templum says it safeguards client and investor information with security measures built into its platform from design through implementation.

Baker Tilly US, LLP and Templum Inc. collaborated to provide crowdfunding platforms and private securities startups with foundational services.

Templum’s newsroom features news, blogs, and insights about private markets.

Templum provides infrastructure for financial institutions, platforms, and advisors to invest in primary and secondary markets.

Templum offers digital-first solutions intended to help meet investor demand for private alternatives.

Templum’s solutions automate and streamline the end-to-end lifecycle of private market and alternative investments.

Templum, Inc. and its affiliates say they respect privacy and are committed to protecting the personal data they hold.