Private market access
Offer clients a curated list of private market investment opportunities.
For financial advisors
Access to curated private market investments
We source a small number of differentiated private market deals, evaluate each one ourselves, and negotiate the terms. Advisors implement them through Schwab and Fidelity with the reporting systems they already use.
For your practice
Benefits to advisors
Sourcing and due diligence
Most opportunities come through our own network of managers and sponsors, and each one is evaluated by our team before it reaches you.
Reach and retain clients
Demand for alternatives and values-aligned capital is rising. Stay ahead of the trend and grow the practice.
Advisor resources
White papers, insights, and dashboard views of how a client might allocate to alternatives based on goals and values.
How Citizen Mint solves advisor challenges
Private market sourcing
Sourcing new private market opportunities is time consuming and difficult.
Citizen Mint due diligence
Opportunities sourced through our network and evaluated by our team, so the research is done before you see them.
The same funds everywhere
The large platforms carry the same large-manager products every firm can offer.
A differentiated list
Boutique managers, direct deals, and co-investments that give your clients something distinct.
Platform incentives
Many platforms are paid by managers for placement, which shapes what gets listed.
No manager-paid fees
We are never compensated by a manager, so selection is driven by the investment, not the economics.
How Citizen Mint supports financial advisors
The platform supports advisors as they evaluate private market investments against client objectives and values. Available tools and resources include:
- Evaluate private market strategies alongside existing client holdings
- Tools to track investment performance and reporting
- Differentiate from traditional wealth managers
- Lead with private market advising
Get in touch with us
Send us a note or schedule a call to discuss how we can work with you and your clients.