We’re thrilled to share that the transformative partnership between SoFi and Templum has gone live with an exclusive set of funds, providing investors seamless access to private alternative investment opportunities through the Templum One ecosystem. The three funds available to SoFi investors with today’s launch include the Cosmos Fund, a special purpose vehicle offering exposure solely to SpaceX, as well as Pomona Capital’s Pomona Investment Fund and StepStone Group’s StepStone Private Markets Fund. The funds are available to investors on SoFi via the Templum One private alternatives ecosystem. This collaboration is breaking down barriers and providing new opportunities for investors to diversify portfolios with high-growth-potential assets. The partnership brings: -Access to exclusive private alternatives funds -Cutting-edge technology that simplifies and streamlines the private investment process -A shared mission to democratize access to private markets, offering accredited investors tools and resources traditionally reserved for institutions “Templum’s expertise and innovative platform allows us to offer SoFi members new ways to build and diversify their wealth,” says Christopher Pallotta, CEO and Founder of Templum. “Together, we’re paving the way for the next generation of private market investing.” With global alternative assets projected to grow to $60 trillion by 2032, according to @Bain & Company. SoFi and Templum are at the forefront of opening these opportunities to a broader audience. Learn more about how you can access these investments by reaching out to our team: sales@templuminc.com https://lnkd.in/enHSSHpu #PrivateMarkets #PrivateAlternatives #AlternativeInvestments #SoFi#Templum #InvestingReimagined #Innovation #TemplumOne
Templum
Financial Services
New York, New York 3,778 followers
Simple. Efficient. Architecture.
About us
Templum is accelerating access to alternative investments – one of the fastest growing asset classes. We’re doing this through robust technology and a regulatory framework that is automating legacy processes and unifying a fragmented ecosystem. Social Media Policy: https://www.templuminc.com/legal/social-media-policy
- Website
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http://www.templuminc.com
External link for Templum
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Alternative Assets, RegTech, SaaS, Private Markets, Capital Markets , Private securities, Secondary Trading, Technology, and White Label
Locations
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Primary
New York, New York 10014, US
Employees at Templum
Updates
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As the year comes to a close, we at Templum extend our sincere gratitude to our valued clients, trusted partners, and all those shaping the future of private markets. Your continued support and shared vision for transforming this industry have made this year exceptional. We wish you a holiday season filled with joy, relaxation, and time well spent with those who matter most. Here’s to a prosperous and exciting year ahead. Happy Holidays! The Templum Team
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The EY 2024 Global Alternative Fund Survey paints a compelling picture of an industry on the rise. With global alternatives AUM climbing to $17.6T by mid-2024 and projections suggesting it will reach $29.2T by 2029, the alternative investments landscape is rapidly evolving. Among the most striking findings? Individual investors and their capital pools are the industry’s new frontier for growth. While institutional investors remain foundational, alternative fund managers are increasingly focused on expanding access to HNW, UHNW and retail investors. Key Takeaways: Demand for Accessibility Is Transforming the Landscape: Individual investors are driving demand for democratized access to alternative assets. Meeting this demand will require managers to balance accessibility with challenges like compliance, education and risk management. Efficiency Is the New Imperative: As the industry shifts to accommodate these new investor pools, efficiency becomes a critical differentiator. Managers must adopt scalable, tech-enabled operating models that streamline distribution, improve compliance, and reduce manual processes. Operational efficiency will determine whether managers can serve these new investors profitably. Education and Trust as Growth Drivers: Managers must invest in educating investors and financial advisors, ensuring confidence and transparency in navigating alternatives. This education effort isn’t just about compliance – it’s foundational for building long-term trust with new investors. The Role of Technology in Unlocking Growth: With the influx of individual investors, technology will play a central role in overcoming inefficiencies and fragmented systems, enhancing client experiences, automating workflows, and enabling real-time decision-making. Efficiency through innovation will define the industry’s ability to scale. Delivering Seamless Experiences: Integrated platforms will provide real-time insights, frictionless client interactions, and improved reporting, aligning with the expectations of individual investors. The alternative asset market is more dynamic than ever, offering diversification, innovation, and superior long-term returns. But the shift toward individual investors is not without challenges. Managers must not only engage this new audience but do so profitably and efficiently to stay competitive. At Templum, we recognize these trends and are at the forefront of this transformation, empowering managers with the technology and tools needed to scale efficiently, educate investors, and build trust. As the alternative asset market continues its trajectory toward $30 trillion, the firms that innovate and adapt will be the ones to thrive. How are you preparing to engage and serve this next wave of investors? Reach out to our team today sales@templuminc.com https://lnkd.in/g6PVe4qF
External PDF download
ey.com
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Check out the December edition of Templum Pulse for a roundup of private alternatives news. #privatemarkets #alternativeassets #privatemarkets #privateequity #privatecredit #alternativeinvestments Visit www.templuminc.com to learn more about Templum's range of solutions.
Breaking New Ground: SoFi x Templum Partnership & the Latest in Private Markets
Templum on LinkedIn
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Interesting take from WealthManagement.com’s Elaine Misonzhnik about the Templum / SoFi partnership that's making private alternatives in the Templum One ecosystem available to SoFi investors. As she notes, Pomona Capital’s Pomona Investment Fund has delivered a net return of 13.24% on its Class A shares since inception, while StepStone Group’s Private Market Fund’s annualized returns since inception have been in the 21% to 22% range. Wall Street giant Goldman Sachs recently forecast S&P 500 returns as low as 3% over the next decade, while J.P. Morgan Asset Management forecast 6.4% returns for 60/40 stock/bond portfolios over the next 10-15 years. As investors navigate lower returns in the S&P, alternatives offer attractive long-term opportunities for growth and diversification. To find out more about accessing private alternatives, reach out to our team today at sales@templuminc.com #AlternativeAssets #PrivateMarkets #PrivateEquity #RealEstate #InvestmentStrategy #LongTermGrowth https://lnkd.in/e6ECPwZ8
SoFi Potentially Eying HNW Space with Latest Private Fund Options
wealthmanagement.com
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Exciting news! SoFi and Templum's transformative partnership is live, offering seamless access to private alternative investments through the Templum One ecosystem. SoFi investors can now explore exclusive funds like: Cosmos Fund (SpaceX exposure) Pomona Investment Fund (Pomona Capital) StepStone Private Markets Fund (StepStone Group) This collaboration simplifies private market investing with: +Exclusive access to private alternatives +Streamlined technology +A mission to democratize private markets #privatemarkets #privatealternatives #alternativeassets #alternativeinvestments https://lnkd.in/edn3Y-Ak
SoFi Expands Access to Alts through New Partnership with Templum: Cosmos Fund, with Sole Exposure to SpaceX, Pomona Investment Fund, and StepStone Private Markets Fund | SoFi
sofi.com
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Templum reposted this
This just in: We’ve teamed up with Templum, the market infrastructure solution for private markets, to offer SoFi members who are accredited investors* access to shares in private markets. Initially, you can explore potential investments such as the Cosmos Fund (with exposure only to SpaceX) and private equity funds Pomona Investment Fund and StepStone Private Markets Fund. You must be a SoFi Invest® member to participate. Learn more: https://lnkd.in/eAY7q5eM The offering period for Cosmos (with exposure only to SpaceX) is 12/4/24 through 12/19/24. There is no offering period for StepStone Private Market Fund and Pomona Investment Fund.
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Evergreen funds are making waves in alternative investments. Unlike traditional private equity funds with fixed timelines, these funds offer perpetual structures with no expiration date. This flexibility makes them ideal for those seeking long-term growth and liquidity, allowing investments to compound over time without facing forced exits – or being locked in with rigid holding periods. According to PitchBook's report, The Evergreen Evolution, evergreen funds provide continuous capital recycling, compounding returns, and periodic liquidity, making them an attractive option in today’s volatile markets. Reach out to our team today to learn more about Evergreen Funds available on Templum One sales@templuminc.com or visit https://lnkd.in/gDmbg5kM to learn more about Evergreen Funds. #EvergreenFunds #AlternativeInvestments #PrivateMarkets #InvestmentStrategy #LongTermGrowth
Q3_2024_PitchBook_Analyst_Note_The_Evergreen_Evolution.pdf
files.pitchbook.com
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Check out the November edition of Templum Pulse for a roundup of private alternatives news. #privatemarkets #alternativeassets Visit www.templuminc.com to learn more about Templum's range of solutions.
Shifting Dynamics in Alternatives: Tech Demands, Increased Allocations, and Rising Investor Expectations
Templum on LinkedIn
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J.P. Morgan recently highlighted the immense potential of a "supermarket for alternative assets", comparing it to the game-changing impact mutual funds had on the investment landscape 30 years ago. In their report, they pointed to Charles Schwab’s forthcoming alternative investment platform. While Schwab prepares to launch, Templum has already been leading the way, delivering the type of full-service platform JP Morgan envisions. Templum’s platform is purpose-built for seamlessly accessing and transacting in private alternatives – delivering a one-stop shop that meets the needs of wealth managers and investors alike. What Schwab is planning, Templum has been executing, revolutionizing the way investors engage with alternatives. #PrivateMarkets #AlternativeAssets #Fintech #InvestmentPlatforms #WealthManagement Ready to join the future of investing? Reach out to our team at sales@templuminc.com https://lnkd.in/d2K7grcT #AlternativeAssets #PrivateMarkets #WealthManagement #Innovation #Templum
Templum Delivers the Marketplace for Alternative Assets – Today
templuminc.com