Treble Peak

What Treble Peak does

Treble Peak Limited is a London-based FCA-regulated technology platform (firm reference number 747676) that connects private market fund managers with wealth managers, family offices, and high-net-worth investors. Founded in 2019 by a group of European family offices seeking to modernize private market access, the company addresses structural friction in private market investing by reducing minimum investment thresholds from approximately £10 million to as low as £50,000 through pooled feeder vehicles, and by providing institutional-grade infrastructure for fund managers seeking non-institutional capital. The platform supports a tripartite client base: fund managers seeking distribution, wealth managers and family offices seeking embedded private market access for their clients, and individual elective professional investors.

The platform provides end-to-end fund lifecycle management, including digital onboarding with KYC/AML verification, automated capital calls and distributions, multi-user role-based access, real-time reporting, and white-label deployment for distribution partners. Its technology stack integrates custodian and administrator systems and supports both self-serve investor access via platform.treblepeak.com and embedded distribution through wealth manager and adviser portals. The company holds Cyber Essentials Plus certification, is a member of the BVCA, and is classified as a Small and Non-Interconnected (SNI) MIFIDPRU investment firm. As of February 2025, it reported £4.37 million in available liquid assets against an own funds threshold requirement of £402,219, and £1.28 million in 2024 fixed remuneration.

Treble Peak generates revenue primarily from fund manager partners through basis-point onboarding fees, ongoing data management and reporting fees, and partnership/arrangement fees including introductory, management, and performance-related components. Platform access is free for investors, with revenue derived from fund manager relationships and channel partner arrangements. In April 2025, the company raised £5 million in growth equity led by European financial figures René Beltjens, Tor Erland Fyksen, and Just Arne Storvik, with stated use of funds to expand technology and operations across the UK and Europe.

Name

Treble Peak

Legal name

Treble Peak Limited

Website

https://treblepeak.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Treble Peak Limited is a London-based FCA-regulated digital platform connecting private market fund managers with wealth managers, family offices, and HNW investors, reducing minimums from £10m to £50k through pooled vehicles and providing end-to-end infrastructure for fundraising, onboarding, and reporting.

Ownership category

akta.pro rank

Product category

Private Markets Investment Platform

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (52599)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)

Keywords

• Private market platform
• Wealth management technology
• Fund manager services
• Alternative investment access
• Investor onboarding platform

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

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

Revenue model

1. Platform Onboarding Fees: Treble Peak typically charges a small basis-point fee for onboarding investors to the platform. This covers the KYC/AML verification, account setup, and initial compliance processing.
2. Data Management & Reporting Fees: Ongoing fees for data management, reporting, and capital call administration. These are typically charged on a per-investor or basis-point basis for the duration of the investment relationship.
3. Custodian Services Fees: Fees for custody services may be charged on specific investment opportunities, either invoiced directly or deducted from investment funds or upon realisation.
4. Platform Access (Free for Investors): Treble Peak does not generally charge Investors and their Authorised Representatives for registration on and use of the Platform. Revenue is generated from fund manager partners rather than direct investor fees.
5. Partnership/Arrangement Fees: Where a client has been introduced to Treble Peak by a third party, Treble Peak may pay a portion of its arranging fee to the introducing party. Treble Peak may also receive fees from fund managers including introductory fees, ongoing management fees, or performance-related payments.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

Treble Peak operates a digital private markets platform that connects fund managers (GPs) with qualified investors, wealth managers, and family offices. It provides end-to-end infrastructure spanning onboarding, KYC/AML, capital calls, distributions, and investor reporting, and uses feeder vehicles and pooling structures to reduce minimum investment tickets from £10m to as low as £50k. The platform is offered as a Manager Portal for fund managers, an Adviser Portal for wealth managers, a white-label branded portal for partners, and direct investor access via platform.treblepeak.com.

Differentiator

Problem solved

Functional benefit

Products and services

• Treble Peak Manager Portal Digital portal procured by fund managers to onboard investors, administer KYC/AML, run capital calls and distributions, and produce investor reporting; covers the full investment lifecycle from pre-marketing to final distribution and supports pooling of smaller tickets into single feeder vehicles.
• Treble Peak Adviser Portal and White-Label Branded Portal Portal instances available to wealth managers, financial advisers, and family offices to access curated private market funds, pool smaller tickets to lower minimums, and administer client portfolios under the partner's own brand; Treble Peak can treat the adviser as the client for FCA purposes when investors access via the adviser portal.
• Treble Peak Investor Platform Direct digital access at platform.treblepeak.com for qualified (elective professional) investors to create accounts, complete KYC, browse investment opportunities, and invest in private market funds with minimum commitments typically starting at £50,000 or $50,000.
• NewVest Passive Private Market Index Products Passive index products offering exposure to private markets similar to how ETFs provide passive exposure to public markets; NewVest targets commitments to 50 of the largest PE/debt funds per vintage period, distributed through the Treble Peak platform with a $50,000 minimum investment.

Quantifiable outcome

• Minimum investment reduced from £10m to £50k through pooled structures
• +2 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Partnerships

14 partnerships are on record, tiered core and minor.

• NewVest (from news source)coreStrategic or Co-development Partner · 14 November 2025Partnership to expand investor access to passive private market index products via Treble Peak platform. Introduces NewVest's suite of passive private equity indices accessible with minimum investment of $50,000 targeting broader investor participation.
• NewVestcoreStrategic or Co-development Partner · 11 November 2025Strategic partnership to bring NewVest's innovative suite of passive index products to Treble Peak investors. Partnership offers passive exposure to private markets similar to how ETFs provide passive exposure to public markets. NewVest targets commitments to 50 of the largest PE/debt funds per vintage period. Minimum investment of $50,000 through Treble Peak platform. 0% management fee at NewVest product level.
• Episode 1 VenturescoreStrategic or Co-development Partner · 29 October 2025Renewed partnership with London-based venture capital firm investing in European B2B software startups at Pre-Seed and Seed stage. Treble Peak provides fully integrated solution encompassing technology, fund structuring, and distribution services for Episode 1's latest fundraise. Founded 2013 with team of founders and PhDs.
• RedalpinecoreStrategic or Co-development Partner · 28 October 2025Strengthened partnership with pan-European venture capital firm founded in Switzerland in 2006. Treble Peak provides technology, structuring and distribution services. Redalpine has over €1 billion in AUM and has backed companies including N26, Mistral AI, Klarna, and Taxfix.
• Fairpoint CapitalcoreStrategic or Co-development Partner · 15 August 2025Strategic partnership with leading Nordic venture capital firm specialising in minority investments in early-stage B2B technology companies. Treble Peak acts as Fairpoint's technology, structuring, and distribution partner. Investors can participate with commitments from SEK 1 million through the platform.
• Headway Capital PartnerscoreStrategic or Co-development Partner · 1 January 2025Partnership renewal for Headway's latest fundraise. Treble Peak provides efficient capital raising with seamless investor onboarding, handling reporting and capital management for over 100 underlying investors.
• Jera CapitalcoreStrategic or Co-development Partner · 1 June 2023Partnership with Jera Capital offering immediate private equity exposure and improved liquidity to investors outside the standard ten-year fund structure. Set up by experienced private equity veterans backed by institutional and private investors.
• Hanover InvestorsminorStrategic or Co-development PartnerLogo partner displayed on website. Matthew Peacock, founder of Hanover Investors, serves as Senior Adviser to Treble Peak.
• Passion CapitalminorStrategic or Co-development PartnerLogo partner displayed on website.
• Ace & CompanyminorStrategic or Co-development PartnerLogo partner displayed on website.
• DN CapitalminorStrategic or Co-development PartnerLogo partner displayed on website. Venture capital firm listed as fund manager partner.
• GP BullhoundminorStrategic or Co-development PartnerLogo partner displayed on website. Technology-focused merchant bank listed as fund manager partner.
• Seraphim Space VenturesminorStrategic or Co-development PartnerLogo partner displayed on website. Space technology VC firm listed as fund manager partner.
• Mills & ReeveminorOthersLogo partner displayed on website. Law firm providing legal services to Treble Peak.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Moonfare: Moonfare is a direct competitor offering individual investors access to top-tier private equity and venture capital funds through pooled feeder structures, with similar minimum investment thresholds. Both platforms target European wealth managers and HNW investors seeking institutional-grade private market access via digital infrastructure.
• CAIS: CAIS is a leading alternatives platform serving financial advisors and wealth managers in the US (and expanding globally), providing access to private equity, private credit, hedge funds, and real assets. CAIS is directly comparable to Treble Peak's wealth manager proposition, both serving as digital distribution infrastructure between fund managers and advisers.
• YieldStreet: YieldStreet provides individual investors with access to alternative investments including private credit, real estate, and structured products via pooled vehicles with reduced minimums. Both platforms target HNW individuals seeking diversification beyond public markets, though YieldStreet is US-focused while Treble Peak is UK/European.

Broad incumbents

• iCapital Network: iCapital is the largest institutional alternatives platform globally, connecting wealth managers, advisors, and HNW investors with private equity, private credit, hedge funds, and structured products. While broader in scope and scale than Treble Peak, both platforms solve the same fundamental problem—digitising and simplifying private market access for non-institutional investors.
• Partners Group: Partners Group is a global private markets investment manager with over $140 billion AUM that has built its own private wealth distribution channel. While a giant incumbent with full-stack capabilities, both Partners Group and Treble Peak serve the same end market of HNW investors seeking private market exposure, with Partners Group representing where a fully scaled private wealth platform could evolve.
• StepStone Group: StepStone Group is a global private markets solutions provider with extensive institutional and wealth channel distribution capabilities. Both StepStone and Treble Peak serve wealth managers seeking private market exposure, though StepStone operates at massive institutional scale while Treble Peak is an emerging digital-first platform.

Regional players

• Bite Investments: Bite Investments is a Hong Kong-based digital wealth technology platform providing wealth managers and family offices with access to alternative investments including private equity, hedge funds, and structured products. Both platforms offer technology infrastructure for the wealth channel, though Bite focuses on Asia while Treble Peak focuses on UK and Europe.

Emerging players

• Privé Technologies: Privé Technologies provides digital wealth management and fund distribution solutions for banks, insurers, and asset managers across Asia and Europe. As an emerging fintech in the wealthtech space, Privé is comparable to Treble Peak's white-label platform model, though it focuses on broader wealth management infrastructure rather than private market access specifically.
• Percent: Percent (formerly Percent.com) is a marketplace for private credit deals, enabling accredited investors to access private debt instruments with reduced minimums. Both Percent and Treble Peak operate marketplaces that lower barriers to private market investing through digital infrastructure, though Percent focuses specifically on credit while Treble Peak covers broader alternatives.

Others

• FundRock: FundRock is a European fund management company and ManCo providing structuring, administration, and regulatory services to alternative investment funds. While not a direct competitor, FundRock is comparable as an enabler of pooled fund vehicles and feeder structures that underpin platforms like Treble Peak's pooling technology.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/treble-peak

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds1 record

Investors

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

M&A

Investments

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

Frequently asked questions about Treble Peak