Templum
Templum provides cloud-based private-markets and alternative-assets infrastructure, offering white-label, API, and hybrid platforms for primary issuance, secondary trading, and marketplace distribution. It serves investment banks, broker-dealers, wealthtech providers, RIAs, fintechs, asset managers, and family offices, with accredited-investor access via the Cosmos Fund.
- Company typePrivate
- Founded2017
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Templum does
Templum is a private-markets and alternative-assets infrastructure company founded in 2017 and headquartered in Miami Beach, Florida (Delaware-incorporated). Its platform automates the end-to-end lifecycle of alternative investments — from primary issuance and onboarding through secondary trading and post-trade reporting — and is delivered via white-label, API, or hybrid deployments to investment banks, broker-dealers, wealthtech providers, RIAs, fintechs, asset managers, and family offices. The technology stack is built around Templum One, a curated marketplace connecting issuers, investors, custodians and transfer agents, and is supported by a FINRA-registered broker-dealer and ATS subsidiary (Templum Markets LLC) plus a fund-management affiliate (Templum Capital LLC, which manages the Cosmos Fund). The company is SOC 2 Type II certified, holds a USPTO provisional patent on its end-to-end platform, and operates an ecosystem of technology partners including InteliClear, Sydecar, Vertalo, Guardd and Microsoft Azure.
Templum's go-to-market is primarily a B2B channel-partner model: enterprise clients (e.g., SoFi, J.P. Morgan Asset Management, Voya/Pomona, Wedbush Alpha One) deploy the platform under their own brand, while accredited retail investors access single-name private-company exposure (SpaceX, OpenAI, Anthropic, xAI, Databricks, Stripe, Epic Games, Perplexity AI, Colossal Biosciences, and others) through Cosmos Fund SPV classes distributed via Templum Markets and partner platforms. Revenue is generated from three streams: recurring platform/subscription fees (quote-based, annual), transaction fees through Templum Markets' ATS, and Cosmos Fund economics (6% subscription commission, 5% management fee, 0% carry, 0% exit fee; ~$25K minimum, 5-6 year lock-up).
The company is led by Founder and CEO Christopher Pallotta with an executive team averaging 20+ years of industry experience and 230+ collective years. Templum has raised approximately $56.9M+ across disclosed rounds (2017-2026) with strategic backing from WestCap, SBI Group, Raptor Group and others, and was named Capital Markets Infrastructure Provider of the Year (2023) and a Stevie Award winner for Technology Excellence (2024). Customer references include the Pomona Investment Fund, which serves 13,000+ individual investors with ~$2B AUM and a 10-year annualized net return of 13.3%.
Templum firmographics
Firmographics- Name
- Templum
- Legal name
- Templum, Inc.
- Website
- https://templuminc.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Templum provides cloud-based private-markets and alternative-assets infrastructure, offering white-label, API, and hybrid platforms for primary issuance, secondary trading, and marketplace distribution. It serves investment banks, broker-dealers, wealthtech providers, RIAs, fintechs, asset managers, and family offices, with accredited-investor access via the Cosmos Fund.
- Ownership category
- akta.pro rank
Templum industry classification
Industry- Product category
- Private Markets Infrastructure Technology
- NAICS
- Securities and Commodity Exchanges (523210), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Securitized Products Trading Platforms (MBS/ABS/CLO) (FSAFACAK)
- akta.pro secondary industry
- Securitization & Loan Trading Enablement (Whole Loan Sales, ABS Data/Reporting) (FSAGAHAK)
Keywords
Where Templum is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Templum business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Platform/Subscription Fees: Fees charged to partners for using Templum's technology infrastructure, including white-label deployments, API integrations, and hybrid solutions. Partners include investment banks, broker-dealers, fintechs, wealthtech providers, and asset managers.
- Transaction Fees (ATS): Fees generated through Templum Markets LLC's Alternative Trading System (ATS) for secondary market transactions, including negotiated trading and continuous order book trading.
- Cosmos Fund Management: Templum Capital manages the Cosmos Fund. Cosmos Fund fees include 6% subscription commission, 5% management fees, 0% carry, and 0% exit fee.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Multi-year contract | Cosmos Fund - Retail Accredited Investor Access |
| Subscription | Annual | B2B Platform Fees (Enterprise) |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels8 records
Templum product offering
Product offeringCore offering
Templum builds private markets infrastructure technology, including the Templum One digital marketplace where issuers and investors transact in alternative investments, the Cosmos Fund (a venture capital vehicle managed by subsidiary Templum Capital LLC), and white-label, API, and hybrid deployment solutions for financial institutions. Through subsidiary Templum Markets LLC, it operates a FINRA-registered broker-dealer and an SEC-registered Alternative Trading System (ATS) that supports primary issuance and secondary liquidity in private securities.
Product overview
Templum is a private markets infrastructure company offering a platform-plus-modules architecture centered on the Templum One Marketplace, which serves as a global curated marketplace connecting private market opportunities with investors. The core product family includes three named modules: Primary Issuance (automated workflows for primary issuances), Secondaries and Liquidity (infrastructure for secondary market transactions including negotiated trading and QMS), and Build Your Own Solution (customizable configurable components). Templum also manages the Cosmos Fund through its affiliate Templum Capital LLC, offering accredited investors exposure to single private companies via SPV-structured classes. The ecosystem is supported by multiple portal sub-products (Investor Portal, Advisor Portal, Administrator Portal, Issuer Portal), powered by the FINRA-registered broker-dealer subsidiary Templum Markets LLC. Deployment options include white label, API, and hybrid configurations.
Differentiator
Problem solved
Functional benefit
Brands
- Templum One: Global marketplace of top-tier private market and alternative investments connecting opportunities with investors and expanding reach for issuers and asset managers.
- Templum Capital
- Cosmos Fund
Products and services
- Templum One Marketplace Digital marketplace platform that connects issuers of private securities with investors, providing integrated onboarding, KYC/AML, suitability, and trading workflows across primary issuance and secondary liquidity for alternative investments.
- Primary Issuance Solution supporting the structuring, offering, and distribution of new private securities to investors via Templum's regulated broker-dealer and ATS, used by issuers and capital introduction teams.
- Secondaries and Liquidity Solution supporting trading, quotation, and liquidity in issued private securities, executed through Templum's SEC-registered Alternative Trading System and broker-dealer.
- Cosmos Fund Venture capital vehicle managed by Templum Capital LLC that invests in private technology opportunities and is offered to retail and accredited investors through the Templum platform and distribution partners such as SoFi.
Quantifiable outcome
- Investor onboarding identified as most time-consuming process by 68% of wealth managers surveyed
- +4 more outcomes
Companies that use Templum
Customer profileNamed customers6 records
Segments7 records
Ideal customer profiles3 records
Templum technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability4 records
Feature8 records
Templum partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered core, flagship, strategic and minor.
- Voya Investment ManagementcoreVoya IM and Pomona Capital launched an enhanced digital platform for the Pomona Investment Fund powered by Templum's private markets technology. The 'Invest Now' feature enables eligible investors to complete onboarding, subscription documents, and place orders through a fully digital workflow.
- Wedbush Alpha OnecoreTemplum was selected by Alpha One Asset Management LLC (subsidiary of Wedbush Financial Services LLC) to provide infrastructure for private markets investing. The platform enables private market transactions and reporting for Alpha One's clients.
- J.P. Morgan Asset ManagementflagshipJ.P. Morgan Asset Management joined Templum One ecosystem to provide investors access to private real estate opportunities. This partnership enables everyday investors to access institutional-quality real estate investments previously out of reach.
- InteliClearstrategicTemplum integrated with InteliClear to extend clearing and settlement for private market alternative investments. The alliance brings private market opportunities available in Templum One ecosystem to InteliClear's fintech-based broker-dealer clients.
- AIMA (Alternative Investment Management Association)strategicTemplum joined AIMA to support the alternative investments industry and participate in industry advocacy and education initiatives.
- Microsoft AzurestrategicTemplum's Private Markets Suite became available in Microsoft Azure Marketplace, streamlining access for Azure users to connect with Templum via Microsoft's marketplace.
- Baker TillystrategicBaker Tilly collaborates with Templum to help startups launch and scale in the alternative assets space. This dynamic alliance creates opportunities for issuers and secondary marketplaces to accelerate their growth.
- OPENminorThe OPEN Unicorn Index Fund became available for investment on Templum One, providing access to a market capitalization-weighted index of the top 50 private, US-domiciled, VC-backed companies.
- VelvetminorVelvet launched the first investment marketplace for offshore accredited investors in partnership with Templum. The partnership enables investments by international offshore investors in category-defining companies such as SpaceX, OpenAI, and Neuralink.
- ExchangeRightminorExchangeRight's Essential Income REIT (EIR) became available on Templum One marketplace, offering investors access to private real estate investment opportunities.
- MasterworkscoreTemplum powers Masterworks' secondary market for securitized art investments. As investors seek better returns and new opportunities outside traditional markets, Templum provides the trading technology infrastructure.
- SydecarstrategicTemplum and Sydecar partnered to accelerate private market growth. Templum's patent-pending technology and infrastructure combined with Sydecar's deal execution platform creates a front-to-backend solution to help firms scale.
- Mythic MarketsminorMythic Markets launched trading capabilities for pop culture collectibles and memorabilia, using Templum Markets LLC as the FINRA-registered broker-dealer to create a frictionless trading solution.
- NetcapitalminorNetcapital partnered with Templum Markets to facilitate secondary trading and liquidity for funding portal participants and investors using Templum Markets' ATS.
- VertalostrategicMythic Markets chose SEC Registered Transfer Agent Vertalo and Templum Markets LLC (FINRA Registered Broker Dealer) to assist in managing the digital ledger and creating a frictionless trading solution.
- SoFi TechnologiesflagshipTemplum and SoFi partner to offer accredited investors access to private market opportunities through the Cosmos Fund. Offerings include SpaceX, Epic Games, Stripe, OpenAI, Perplexity AI, Colossal Biosciences, xAI, Databricks, and Anthropic. SoFi provides distribution to millions of members seeking private market access.
- Pomona CapitalcorePomona Capital partnered with Templum to digitize access to the Pomona Investment Fund (PIF), enabling streamlined research, subscription, and investment processes for eligible investors.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
Templum competitors and assessment
Company assessmentDirect peers
- iCapital: iCapital is the largest alts marketplace connecting alternative asset managers with wealth advisors and accredited investors through a white-label tech platform with fund operations and reporting. It is the most directly comparable peer to Templum's Templum One marketplace, with overlap in distribution to wealth managers, fintechs, and broker-dealers and in primary/secondary alts infrastructure.
- Privé Technologies: Privé Technologies provides a one-stop digital platform for wealth managers and institutional clients to access alternative investment products, including fund research, due diligence, and portfolio reporting. The company's white-label adviser platform stack overlaps directly with Templum's portal-based advisor experience for alts access.
- Alto (Struktur): Alto (rebranding to Struktur) is a self-directed alternative investment platform offering access to private market funds, syndicates, and alternative assets for retail and accredited investors. Like Templum's Cosmos Fund, it focuses on lowering minimums and digital onboarding for accredited retail access to private companies and alts.
- Moonfare: Moonfare is a digital private-markets platform enabling high-net-worth individuals and family offices to access top-tier private equity, venture, and private credit funds with lower minimums. Moonfare competes with Templum's Cosmos Fund and Templum One for HNW and family-office access to private market opportunities.
- EquityZen: EquityZen operates a secondary marketplace and structured-deal platform for pre-IPO shares, with a heavy focus on quality matching services for late-stage private companies. Now part of Nasdaq Private Market, it remains a direct comparable to Templum's secondaries trading infrastructure for private securities.
- CAIS: CAIS is an alts marketplace that connects independent advisors and wealth firms to alternative investment funds, providing a curated product shelf, subscription workflows, and feeder vehicles. CAIS competes head-on with Templum's Templum One for wealth-management distribution of private market and alternative funds, with similar multi-asset coverage and advisor-portal workflows.
- Nasdaq Private Market: Nasdaq Private Market (which absorbed EquityZen) operates an ATS-style venue for secondary trading of private company shares. Templum's Templum Markets LLC provides very similar ATS-enabled secondaries trading and primary issuance infrastructure, making NPM the closest exchange-operator peer in Templum's regulated ATS business.
- Forge Global Holdings: Forge operates a private stock marketplace and provides liquidity solutions for employees, investors, and institutions holding shares of pre-IPO companies. Forge directly competes with Templum's Secondaries and Liquidity module and Cosmos Fund single-name SPVs in the secondary trading of late-stage private securities.
Broad incumbents
- Carta: Carta is the dominant cap-table, 409A valuation, and equity management platform, and has expanded into liquidity, private fund, and secondary services (CartaX/Liquidity). As a broad incumbent with overlapping private-securities infrastructure, Carta competes with several of Templum's modules from a different starting wedge (cap table vs. front-to-back alts platform).
- Addepar: Addepar is a large-scale wealth management technology platform serving RIAs, family offices, and institutional investors with portfolio analytics, reporting, and increasingly alternatives infrastructure. As a broader incumbent in wealthtech with growing alts capabilities, Addepar represents a wider-portfolio competitor to Templum's wealthtech and RIA-facing modules.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Templum social profiles
Digital presenceTemplum compliance and trust
Trust signalCompliance1 record
Templum financial estimates
Financial estimateRevenue estimate
Valuation estimate
Templum leadership team
Management profileNumber of profiles
Profiles3 records
Templum subsidiaries and ownership
Company hierarchySubsidiaries2 records
Templum funding detail
Funding detailFunding overview
Funding rounds7 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Templum M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Templum
What does Templum do?
Templum builds private markets infrastructure technology, including the Templum One digital marketplace where issuers and investors transact in alternative investments, the Cosmos Fund (a venture capital vehicle managed by subsidiary Templum Capital LLC), and white-label, API, and hybrid deployment solutions for financial institutions. Through subsidiary Templum Markets LLC, it operates a FINRA-registered broker-dealer and an SEC-registered Alternative Trading System (ATS) that supports primary issuance and secondary liquidity in private securities.
Is Templum a public or private company?
Templum is a private company. It is classified as venture growth investor backed and is currently operating.
When was Templum founded?
Templum was founded in 2017. It employs 51 to 100 people.
Where is Templum based?
Templum is headquartered in New York, United States, in the North America region.
How does Templum make money?
Three revenue lines are on record. Platform/Subscription Fees are the primary driver. The others are transaction Fees (ATS) and cosmos Fund Management.
Who are Templum's main competitors?
Direct peers on record are iCapital, Privé Technologies, Alto (Struktur), Moonfare, EquityZen, CAIS, Nasdaq Private Market and Forge Global Holdings. Broad incumbents are Carta and Addepar.
Does Templum have an API?
Yes. Templum's platform offers API-based integrations through flexible and efficient integrations and deployments. All modules and workflows integrate seamlessly via API, white label, hybrid model, SSO, file-based, and third-party integrations. The platform supports front, middle, and back-office system connectivity with additional functionality for SSO, file-based, and third-party integrations.
What industry is Templum in?
Templum's product category is Private Markets Infrastructure Technology. Its primary akta.pro industry code is FSAFACAK, Securitized Products Trading Platforms (MBS/ABS/CLO), with a secondary code of FSAGAHAK, Securitization & Loan Trading Enablement (Whole Loan Sales, ABS Data/Reporting). Its NAICS code is 523210 and its SIC code is 6211.