For Wealth Managers

Scale Your Practice with Private Markets

Transform your wealth management practice with institutional-quality private market access. Our platform enables you to offer your clients the same opportunities that generate 19% returns for billion-dollar institutions, while earning performance-based fees.

Exclusive Access to Top Funds

Wealth managers on SecX receive priority access to exclusive private funds and secondary deals that are not available to the general public or individual investors.

Unlock unique opportunities for your clients, including early allocations, preferred terms, and curated offerings from leading fund managers—only on SecX.

How SecX Works for Wealth Managers

Our comprehensive platform streamlines every aspect of private market investing, from client onboarding to portfolio management and performance tracking.

Step 1

Find Clients

Identify and onboard accredited investors seeking private market exposure

Access our network of accredited investors
Leverage our compliance and verification tools
Streamlined client onboarding process

Step 2

Create Admin Accounts

Set up managed accounts for your clients with full administrative control

Create sub-accounts for each client
Maintain full administrative oversight
Customizable investment permissions

Step 3

Search Opportunities

Discover exclusive investment opportunities and negotiate preferential terms

Access to institutional-quality deals
Exclusive wealth manager pricing
Advanced filtering and due diligence tools

Step 4

Invest on Behalf

Execute investments on behalf of your clients with full transparency

Automated order execution
Real-time trade confirmations
Comprehensive audit trail

Step 5

Manage Assets

Monitor and manage client portfolios with institutional-grade tools

Real-time portfolio tracking
Performance analytics and reporting
Risk management and rebalancing tools

Step 6

Collect ROI

Track and distribute returns to your clients automatically

Automated dividend distributions
Real-time return tracking
Transparent fee structure

Step 7

Earn Carry

Generate additional revenue through performance-based fees

Performance-based compensation
Scalable revenue model
Long-term partnership incentives

How SecX Works

Our platform streamlines the entire private market investment process, from opportunity sourcing to return distribution, using advanced technology to make institutional-quality investments accessible to wealth managers.

Step 1

Source Investable Opportunities

Identify and evaluate institutional-quality private market opportunities

Access to curated deal flow from leading GPs
AI-powered opportunity screening and analysis
Due diligence reports and risk assessment

Step 2

Accreditation with AI

Streamlined investor verification using advanced AI technology

Automated accredited investor verification
Real-time compliance checks
Document verification and fraud detection

Step 3

Form SPV and Raise Capital

Create special purpose vehicles and aggregate investor capital

Automated SPV formation and management
Capital aggregation from multiple investors
Regulatory compliance and reporting

Step 4

Tokenize & Settle Investment

Convert investments into digital tokens and execute settlements

Blockchain-based tokenization
Automated settlement and clearing
Real-time ownership tracking

Step 5

Holding Period

Monitor and manage investments throughout the holding period

Real-time performance tracking
Quarterly reporting and updates
Risk management and monitoring

Step 6

Return ROI

Distribute returns and manage exit strategies

Automated dividend distributions
Exit strategy execution
Tax reporting and documentation

Why Wealth Managers Choose SecX

Join the growing network of wealth managers who are expanding their offerings with institutional-quality private market access.

Institutional Access

Access the same private market opportunities as billion-dollar institutions

Scalable Platform

Manage multiple clients efficiently with our automated tools

Compliance Ready

Built-in compliance and regulatory tools for wealth management

Global Opportunities

Access private markets worldwide through our platform

Revenue Model

Generate additional revenue while providing your clients with institutional-quality investment opportunities.

Management Fees

Standard wealth management fees on assets under management

1-2% annually

Performance Fees

Earn a share of profits above benchmark returns

10-20% of excess returns

Carry

Long-term performance incentives aligned with client success

Scalable model

Ready to Transform Your Practice?

Join leading wealth managers who are already offering institutional-quality private market access to their clients.