Wealth Management
Wealth Management
Embrace complex portfolios, without the chaos. Seamlessly support private market assets, new or inherited — without the back-office burden.
Embrace complex portfolios, without the chaos. Seamlessly support private market assets, new or inherited — without the back-office burden.
Embrace complex portfolios, without the chaos. Seamlessly support private market assets, new or inherited — without the back-office burden.
Grow AUM, Not Headcount
Alternative investments win clients. Back-office headaches lose them. altHQ eliminates the operational burden — from onboarding legacy portfolios to tracking capital calls and K-1s — without hiring an army of analysts.
Zero Template Setup
Your competition is still configuring templates. You're already generating insights. altHQ deploys instantly with zero customization required. Our intelligent system automates data flow from day one — no setup, no waiting, just results.
Security and Portability, Built-In
Trust requires both security and freedom. altHQ delivers both —keeping client data secure while ensuring you maintain complete ownership and portability. No training on your data, no lock-in tactics, no compatibility headaches.
Trusted by the world’s leading RIAs and Wealth Management Firms
Client-Ready Reports When You Need Them,
Clean Data When You Don't
Client-Ready Reports When You Need Them,
Clean Data When You Don't
Client-Ready Reports When You Need Them, Clean Data When You Don't
No templates. No setup. Just answers
Upload any document — account statements, capital calls, LPAs, SPAs, investor letters and more. altHQ understands context and structure instantly, no pre-formatting or training required. Convert complex documents into actionable intelligence, immediately.
One secure home for every document
A centralized hub for every transaction document, capital call, account statement, and K-1. Documents are automatically organized, fully searchable, and instantly shareable. No more digging through portals, unencrypted emails, or forgotten folders. Everything you need, exactly when you need it.
Client-ready reports when you need them. Raw data when you don’t.
Generate polished, client-ready tearsheets in seconds—with both quantitative metrics (IRR, TVPI, DPI, NAV) and qualitative updates (Manager summaries) at the push of a button. Or, just extract the data. altHQ’s data is always portable. Connect downstream to reporting systems like Addepar, keeping your reporting stack accurate and complete with no manual entry needed.
We don’t guess. We parse everything.
Other platforms use coordinate mapping or rules engines to guess the data on your documents. Our system reads every word. We extract every line item, nested notes, and irregular edge cases — reconciling them automatically. IRR is calculated from the transaction level. Liquidity forecasts adjust in real time. We find the recallables within your distributions. And we reconcile everything against an accounting ledger. If it’s buried in the fine print, we’ve already found it.
Scale without the extra headcount
Private market complexity usually demands more staff, more consultants, and more overhead. altHQ changes that. By automating reporting, analysis, and workflows, your team operates with institutional-grade capabilities — without institutional costs. Focus on what you do best: allocating capital, not managing vendors, third parties, or process bloat.
Use Cases
Use Cases
Grow your alternatives book, without the admin headache.
Grow your alternatives book, without the admin headache.
Automate data extraction
Automate data extraction
Automate data extraction
Report once, always on
Report once, always on
Report once, always on
Validate accounting
Validate accounting
Validate accounting
Win new business
Narrative intelligence
Narrative intelligence
AI That Understands
Private Markets.
AI That Understands
Private Markets.