GUIDE
2026 Outlook on Private Market Opportunities
PRIVATE MARKETS
As private markets become central to portfolio construction, understanding their role matters more than ever. A 2026 outlook across major private asset classes.
As private markets become central to portfolio construction, understanding their role matters more than ever. A 2026 outlook across major private asset classes.
Citizen Mint has been added to the Kitces AdvisorTech Map, the industry’s definitive guide to the technology advisors rely on to serve their clients. This piece explores what inclusion means for our platform and why private markets technology is becoming a core part of the RIA tech stack.
AI has driven major public market gains, but the next phase of the opportunity may depend on power, data centers, storage, interconnection, and private companies building the AI economy. This piece explores how advisors can think about private market exposure to the infrastructure layer behind AI.
Welcome Curtis Yasutake to Citizen Mint as our new Director of Investments and learn how his background in private markets, investment research, and institutional asset management will help strengthen our investment process and support the continued growth of our platform.
Understand how sophisticated investors structure wealth across entities, lending relationships, and tax frameworks to unlock liquidity, protect assets, and compound capital across generations.
Understand why private markets adoption often stalls at operations and how advisors can streamline workflows, improve oversight, and scale implementation across their portfolios.
Learn how advisors can size private market allocations by aligning liquidity needs, diversification goals, and portfolio roles across private credit, private equity, real estate, and infrastructure.
Hear about Frank’s background, the evolution of Forty4 Financial, and why modern wealth management starts with comprehensive financial planning, personalized guidance, and portfolio strategies designed to help clients build and preserve wealth over the long term.
Hear about Rebecca’s background, the evolution of Harrington Investments, and why modern wealth management increasingly combines values-driven investing, personalized advice, and portfolio strategies designed to align financial goals with long-term impact.
Hear about Guillaume’s background, the evolution of Oui Financial, and why modern wealth management starts with globally informed planning, personalized advice, and building portfolios designed to evolve alongside clients’ goals and long-term financial journeys.
Hear about Matt’s background, the evolution of ObFi.com, and why modern wealth management starts with personalized planning, thoughtful financial decision making, and building portfolios designed to support clients through every stage of their financial journey.
Hear about Dale’s background, the evolution of Life Moves Wealth Management, and why modern wealth management starts with understanding life transitions, delivering personalized planning, and building portfolios designed to adapt alongside clients’ evolving goals.
Hear about Dave’s background, the evolution of Evo Advisors, and why modern wealth management starts with planning, emphasizes tax-aware portfolio construction, and is often enhanced through thoughtful use of private markets.
Sign up now to learn the benefits of private market investing for financial advisors
Sign up now to access private market investments on Citizen Mint’s platform.
