Expand your investment universe

Private markets and alternatives are among the fastest growing asset classes,
yet investment opportunities have been limited for large institutions and the ultra-wealthy. Templum is changing this paradigm, providing access to these markets for everyday investors through cutting-edge technology that makes investing in these assets as easy to invest in as public markets.

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Access & Allocate

For broker-dealers, RIAs, wirehouses, fintechs, asset allocators, institutional investors, investment platforms, wealth managers and family offices

Gain access to a broad set of investment opportunities​
Products for retail, accredited and institutional investors​
Multi-sector and index offerings
Products offering varying liquidity options
Targeted for different strategies, appreciation and yield​
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Raise Capital​
For issuers and asset managers focused on private markets and alternative investments seeking access to a broad range of investors
Access new investors​
Increase speed to market with embedded tools for raising capital
Optimize workflows to support investors ​
Control asset distribution
Ability to launch a secondary market
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Branded Solutions & Workflows​

Automate and Streamline your business​ with tools to support workflows, automate existing business lines and expand into new ones

Digitally-native capital raising, trading, and investor communication
A modern purchasing experience for sophisticated investments ​
Automate management of security creation, due diligence, indications, and deal closing​
Create an online and robust investor experience
Real-time access to orders, trade, & investor data directly through API events & webhooks
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Investor Communication Solutions

Centralized Client & Investment Management

Easily manage the investment process, investor communications, documents and notifications through a single interface.
Out-of-the-box tools to manage the investment process, communications, documents, and notifications through a single interface.
Automate and simplify your reporting requirements & reduce risk by leveraging an auditable set of workflows.
Customizable email notification templates for different document types.
Accountable audit trails of client & document interactions.
Cap Table Management
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Latest Insights and News

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

Templum’s suite offers award-winning industry solutions and extensions to automate and streamline at scale the full private markets lifecycle.

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

Investors can now access the OPEN Unicorn™ Index Fund, from OpenVC, Inc. (OPEN) on Templum One.

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The Culture of NoOps in Fintech: Embracing Automation and Continuous Delivery

NoOps provides reduced costs and time to market through automation and continuous delivery

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Work with the Industry Leader

Join other capital market leaders leveraging our operating system to access the broad range of private markets products and structures.
Contact Us to Learn More