Templum

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%.

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

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

• Private markets infrastructure
• Alternative investment platform
• Digital asset marketplace
• Broker-dealer technology
• Wealth management software

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. 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.
3. 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

Go-to-market motion3 records

Distribution channels6 records

Marketing channels8 records

Core 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

Named customers6 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability4 records

Feature8 records

Partnerships

17 partnerships are on record, tiered core, flagship, strategic and minor.

• Voya Investment ManagementcoreChannel Partner/ Reseller/ Distributor · 4 March 2026Voya 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 OnecoreChannel Partner/ Reseller/ Distributor · 28 October 2025Templum 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 ManagementflagshipChannel Partner/ Reseller/ Distributor · 11 June 2025J.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.
• InteliClearstrategicTechnology or Integration · 2 October 2024Templum 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)strategicOthers · 6 September 2024Templum joined AIMA to support the alternative investments industry and participate in industry advocacy and education initiatives.
• Microsoft AzurestrategicTechnology or Integration · 27 August 2024Templum's Private Markets Suite became available in Microsoft Azure Marketplace, streamlining access for Azure users to connect with Templum via Microsoft's marketplace.
• Baker TillystrategicImplementation/ SI/ Consulting Partner · 27 August 2024Baker 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.
• OPENminorChannel Partner/ Reseller/ Distributor · 27 August 2024The 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.
• VelvetminorChannel Partner/ Reseller/ Distributor · 18 June 2024Velvet 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.
• ExchangeRightminorChannel Partner/ Reseller/ Distributor · 31 October 2023ExchangeRight's Essential Income REIT (EIR) became available on Templum One marketplace, offering investors access to private real estate investment opportunities.
• MasterworkscoreChannel Partner/ Reseller/ Distributor · 19 October 2023Templum 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.
• SydecarstrategicTechnology or Integration · 1 August 2023Templum 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 MarketsminorChannel Partner/ Reseller/ Distributor · 15 May 2023Mythic 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.
• NetcapitalminorChannel Partner/ Reseller/ Distributor · 10 May 2023Netcapital partnered with Templum Markets to facilitate secondary trading and liquidity for funding portal participants and investors using Templum Markets' ATS.
• VertalostrategicTechnology or Integration · 1 January 2023Mythic 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 TechnologiesflagshipGTM or Marketing PartnerTemplum 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 CapitalcoreChannel Partner/ Reseller/ DistributorPomona 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

Direct 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

• Xx.com/TemplumHQ
• LinkedInlinkedin.com/company/templuminc
• Facebookfacebook.com/templuminc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries2 records

Funding overview

Funding rounds7 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Templum