iAltA Holdings
iAltA Holdings is a WestCap-backed private markets and wealth infrastructure holding company that acquires and integrates fintech platforms (BridgeFT, Precept, Delio, Verivend, Betterfront, Field) into a unified digital ecosystem serving financial institutions, asset managers, and wealth management firms via enterprise SaaS and white-label distribution.
- Company typePrivate
- Founded2025
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What iAltA Holdings does
iAltA Holdings is a private markets infrastructure holding company founded in 2025 and backed by WestCap, headquartered in New York with operations in Cardiff, UK. The company operates a 'build-and-acquire' model: it launches subsidiaries, acquires technology firms with established customer bases, and integrates them into a unified digital ecosystem serving financial institutions, asset managers, and wealth management firms. The founding team includes veterans of Envestnet (Bill Crager), Ipreo (Scott Ganeles and Bill Sherman), and WestCap/Airbnb/Blackstone (Laurence Tosi).
iAltA's product portfolio spans two verticals. The Private Markets vertical combines Verivend (a transaction-ready investor portal with embedded payments), Betterfront (fundraising analytics for PE and VC fund managers), and Delio Core OS (a white-label operating system for private markets distribution and reporting, serving 50+ financial institutions across 18 jurisdictions with 12,000+ end clients). The Wealth vertical combines BridgeFT (a cloud-native, API-first wealth infrastructure platform aggregating data from 900+ data partners) and Precept (an AI-powered integration platform using standardized Portable Data Mapping), which were merged in June 2026 into a new subsidiary called Field under Bill Crager's leadership, positioned as a 'wealth intelligence layer' and operational database for advisory firms.
The business model is B2B enterprise SaaS, primarily sold through direct enterprise sales to financial institutions and asset managers, with a secondary white-label/OEM channel through Delio in which partner institutions embed iAltA's operating system into their own offerings. Pricing is quote-based for enterprise clients; Field has been referenced at approximately $50,000 annually for advisory firms with $1 billion in assets under management. Revenue streams are subscription-based across platform licensing, API/data services, and enterprise software. No revenue figures have been disclosed; the company is funded by a $20 million seed round led by WestCap in May 2025 and has executed five acquisitions within its first year of operation.
iAltA Holdings firmographics
Firmographics- Name
- iAltA Holdings
- Legal name
- iAltA Holdings
- Website
- https://ialta.com
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- iAltA Holdings is a WestCap-backed private markets and wealth infrastructure holding company that acquires and integrates fintech platforms (BridgeFT, Precept, Delio, Verivend, Betterfront, Field) into a unified digital ecosystem serving financial institutions, asset managers, and wealth management firms via enterprise SaaS and white-label distribution.
- Ownership category
- akta.pro rank
iAltA Holdings industry classification
Industry- Product category
- Private Markets and Wealth Management Infrastructure Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- akta.pro primary industry
- High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)
- akta.pro secondary industry
- Evergreen / Open-Ended Multi-Manager Platforms (FSANAGAM)
Keywords
Where iAltA Holdings is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
iAltA Holdings business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Platform/SaaS Licensing: Subscription-based licensing of white-label operating systems and API platforms to financial institutions. Delio Core OS is sold as a white-label solution to financial institutions seeking to integrate alternatives into their offerings.
- Data and API Services: BridgeFT provides WealthTech API access to financial data and analytics, likely on a subscription or usage basis across 900+ data partners.
- Enterprise Software Pricing: Field platform priced at approximately $50,000 for advisory firms with $1 billion in assets under management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Field wealth management platform |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
iAltA Holdings product offering
Product offeringCore offering
iAltA Holdings builds a unified digital ecosystem for private markets and wealth management by acquiring and integrating specialized technology platforms. Its offerings include white-label operating systems for private markets distribution (Delio Core OS), API-first wealth infrastructure (BridgeFT), AI-powered integration tools (Precept), transaction-ready investor portals (Verivend), fundraising analytics for fund managers (Betterfront), and a wealth management technology subsidiary (Field).
Product overview
iAltA Holdings operates a platform-plus-modules architecture for private markets and wealth management infrastructure. The company builds new companies, acquires technology firms, and creates a unified digital ecosystem. The iAltA Private Markets Platform (combining Verivend and Betterfront) provides private market transaction and fundraising capabilities. Delio Core OS serves as the white-label operating system for private markets distribution and reporting. BridgeFT provides cloud-native, API-first wealth infrastructure. Precept offers AI-powered real-time integration capabilities. Field operates as a wealth management technology subsidiary combining BridgeFT and Precept to create a unified wealth intelligence layer for advisory firms. Each subsidiary operates independently while contributing to the holding company's unified digital ecosystem.
Differentiator
Problem solved
Functional benefit
Brands
- Field: Wealth management technology company that operates as an operational database consolidating back-office records, client accounts, and custodian data for advisory firms.
- Delio Core OS
Products and services
- Delio Core OS White-label operating system for private markets distribution and reporting. Enables asset managers, wealth firms, and other distributors to digitize, distribute, and report on private market products using configurable, low-code tools and modules.
- BridgeFT WealthTech API Cloud-native, API-first wealth infrastructure software providing WealthTech-as-a-Service with a single open API delivering financial data, analytics, and application services across custodians, portfolio systems, and back-office providers for financial institutions, fintech innovators, and RIAs.
- Precept AI-powered integration platform that enables product and engineering teams to deploy integrations across custodians, clearing firms, TAMPs, CRMs, portfolio management systems, analytics platforms, and data providers in real-time without custom engineering, using Portable Data Mapping files supporting both modern APIs and legacy systems.
- iAltA Private Markets Platform Integrated platform combining the Verivend and Betterfront acquisitions, providing private market transaction capabilities including investor portal, capital raising, fund operations, and LP/GP management.
- Verivend Transaction-ready investor portal empowering GPs to seamlessly raise and manage capital through purpose-built payments technology, while providing LPs with a seamless investing experience.
- Betterfront Fundraising platform dedicated to helping Private Equity and Venture Capital fund managers attract and retain LPs using sophisticated track record analytics and technology solutions.
- Field Wealth management technology company operating as an operational database that consolidates back-office records, client accounts, and custodian data for advisory firms. Combines BridgeFT and Precept technology to create a unified operational foundation and wealth intelligence layer for the advisory industry.
Companies that use iAltA Holdings
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
iAltA Holdings technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability5 records
Feature4 records
iAltA Holdings partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- PreceptcoreAcquired AI-powered integration platform enabling product and engineering teams to deploy integrations across custodians, clearing firms, TAMPs, CRMs, portfolio management systems, analytics platforms, and data providers in real time without custom engineering.
- DeliocoreAcquired leading provider of white-label operating systems for private markets distribution and reporting. Delio Core OS enables asset managers and wealth firms to digitize, distribute, and report on private market products with configurable, low-code tools.
- BridgeFTcoreAcquired cloud-native wealth infrastructure company providing WealthTech-as-a-Service platform with single open API delivering financial data, analytics, and application services across custodians, portfolio systems, and back-office providers.
- VerivendcoreTransaction-ready investor portal acquired to empower GPs to seamlessly raise and manage capital through purpose-built payments technology, while providing LPs with a seamless investing experience.
- BetterfrontcoreFundraising platform dedicated to helping Private Equity and Venture Capital fund managers attract and retain LPs using sophisticated track record analytics and technology solutions.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
iAltA Holdings competitors and assessment
Company assessmentDirect peers
- iCapital Network: iCapital is the leading marketplace and operating platform for alternative investments on wealth platforms, enabling advisors and asset managers to distribute, subscribe to, and administer private market funds. Directly comparable to iAltA's Private Markets vertical (Verivend + Betterfront + Delio) in target customer (RIAs, wealth firms, GPs) and product category.
- CAIS: CAIS operates an alternative investment platform that connects independent advisors to a curated menu of private market and hedge fund products with workflow and reporting tools. Overlaps with iAltA's private markets distribution and reporting stack serving wealth distributors and asset managers.
- Addepar: Addepar is a portfolio management and analytics platform for advisors, family offices, and private banks, aggregating data across custodians and asset classes. Comparable to iAltA's Field/BridgeFT offering on the wealth technology side, particularly for advisory firms with $1B+ AUM.
- Juniper Square: Juniper Square provides investor CRM, fundraising, and fund operations software for private market GPs and the LPs who invest with them. Directly comparable to the Betterfront/Verivend components of iAltA's Private Markets vertical.
- Allvue Systems: Allvue provides software for alternative investment managers, fund administrators, and investors across private equity, private credit, and real estate. Comparable to iAltA's private markets operating system capabilities, particularly for GPs and fund administrators.
Broad incumbents
- Orion Advisor Solutions: Orion offers a broad wealthtech platform spanning portfolio accounting, CRM, financial planning, and advisor dashboards for RIAs and broker-dealers. A broader incumbent analog to Field that overlaps in target customer and use cases but is not specifically built around private markets distribution.
- Envestnet: Envestnet is an established wealth management platform serving advisors with data aggregation, portfolio analytics, and advisory solutions — and the company Bill Crager co-founded. A broader incumbent whose data aggregation and advisor workflows compete directly with BridgeFT and Field.
- Salesforce (Financial Services Cloud): Salesforce's Financial Services Cloud offers CRM, data, and workflow tools to wealth managers, banks, and asset managers at scale. A broader incumbent that competes for the same enterprise wealthtech wallet, particularly against the CRM and data aggregation layers of BridgeFT and Field.
- SS&C Advent (Geneva/Advent Portfolio Exchange): SS&C's Advent suite provides investment accounting, performance measurement, and portfolio management software used by asset managers, hedge funds, and family offices. A broad incumbent with overlapping data and reporting capabilities to the BridgeFT/Field wealth infrastructure stack.
Emerging players
- FundCount: FundCount delivers investment accounting and partnership accounting software for hedge funds, PE/VC funds, and family offices. A smaller, focused competitor overlapping with iAltA's private markets back-office and reporting functionality.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
iAltA Holdings social profiles
Digital presenceiAltA Holdings financial estimates
Financial estimateRevenue estimate
Valuation estimate
iAltA Holdings leadership team
Management profileNumber of profiles
Profiles4 records
iAltA Holdings subsidiaries and ownership
Company hierarchySubsidiaries6 records
iAltA Holdings funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
iAltA Holdings M&A and investment
M&A and investmentM&A5 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about iAltA Holdings
What does iAltA Holdings do?
iAltA Holdings builds a unified digital ecosystem for private markets and wealth management by acquiring and integrating specialized technology platforms. Its offerings include white-label operating systems for private markets distribution (Delio Core OS), API-first wealth infrastructure (BridgeFT), AI-powered integration tools (Precept), transaction-ready investor portals (Verivend), fundraising analytics for fund managers (Betterfront), and a wealth management technology subsidiary (Field).
Is iAltA Holdings a public or private company?
iAltA Holdings is a private company. It is classified as venture growth investor backed and is currently operating.
When was iAltA Holdings founded?
iAltA Holdings was founded in 2025. It employs 11 to 50 people.
Where is iAltA Holdings based?
iAltA Holdings is headquartered in New York, United States, in the North America region.
How does iAltA Holdings make money?
Three revenue lines are on record. Platform/SaaS Licensing is the primary driver. The others are data and API Services and enterprise Software Pricing.
Who are iAltA Holdings's main competitors?
Direct peers on record are iCapital Network, CAIS, Addepar, Juniper Square and Allvue Systems. Broad incumbents are Orion Advisor Solutions, Envestnet, Salesforce (Financial Services Cloud) and SS&C Advent (Geneva/Advent Portfolio Exchange). FundCount is listed as an emerging player.
Does iAltA Holdings have an API?
Yes. BridgeFT provides the industry's first WealthTech-as-a-Service platform, offering a single open API that delivers financial data, analytics, and application services across custodians, portfolio systems, and back-office providers. Precept's platform supports both modern APIs and legacy systems using Portable Data Mapping files, enabling product and engineering teams to deploy integrations across custodians, clearing firms, TAMPs, CRMs, portfolio management systems, analytics platforms, and data providers in real-time without custom engineering.
What industry is iAltA Holdings in?
iAltA Holdings's product category is Private Markets and Wealth Management Infrastructure Software. Its primary akta.pro industry code is FSAGAEAI, High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking), with a secondary code of FSANAGAM, Evergreen / Open-Ended Multi-Manager Platforms. Its NAICS code is 523940.