Helix by HL
Helix by HL is an AI-powered private markets co-pilot built by TIFIN with Hamilton Lane, serving individual RIAs (Helix RIA, self-serve) and wealth enterprises (Helix Pro, enterprise sales) with fund discovery, due diligence, and portfolio construction tools.
- Company typePrivate
- Founded2023
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Helix by HL does
Helix by HL is an AI-powered assistant for private markets, developed through a strategic collaboration between TIFIN Group and Hamilton Lane and operated under TIFIN Group LLC. The platform serves two customer segments: individual registered investment advisors via Helix RIA (a self-serve, single-seat license sold directly through the website) and wealth management enterprises via Helix Pro (a sales-led, quote-based subscription for firm-wide deployment). The product uses natural language processing, multi-source data integration, and an Asset Allocation Assistant to automate fund discovery, fund evaluation, and portfolio construction workflows that are otherwise conducted manually via PPMs and marketing materials. Its underlying differentiation is access to Hamilton Lane's 34 years of private markets data and $956.1B+ in assets under management and supervision, which it routes to advisors through text-based queries and structured recommendations.
Revenue is generated through annual subscription software licensing on both tiers, with pricing not publicly disclosed. Go-to-market is dual-motion: product-led growth for individual RIAs (self-onboarding at app.helixbyhl.com) and enterprise field sales for Helix Pro (scheduled demos and consultations). The company maintains operational offices in Boulder, Charlotte, Mumbai, Bengaluru, and Madrid, supporting delivery into the US, Indian, and European markets. The company was founded in 2023, operates with 1–10 employees, and is privately held. A $6M funding round closed in December 2023 led by FINTOP Capital. No named customers, revenue figures, or management team members are disclosed in available source data.
Helix by HL firmographics
Firmographics- Name
- Helix by HL
- Legal name
- TIFIN Group LLC
- Website
- https://helixbyhl.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Helix by HL is an AI-powered private markets co-pilot built by TIFIN with Hamilton Lane, serving individual RIAs (Helix RIA, self-serve) and wealth enterprises (Helix Pro, enterprise sales) with fund discovery, due diligence, and portfolio construction tools.
- Ownership category
- akta.pro rank
Helix by HL industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
Keywords
Where Helix by HL is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Helix by HL business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Software Licensing: Helix RIA operates on a single-seat license model for individual advisors. Helix Pro is an enterprise platform with subscription-based licensing for wealth enterprises. Revenue is generated through recurring software licensing fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Helix RIA: Single-seat license for individual registered investment advisors |
| Subscription | Annual | Helix Pro: Enterprise platform for wealth management firms |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Helix by HL product offering
Product offeringCore offering
Helix is an AI-powered co-pilot for private markets that helps wealth advisors and wealth enterprises simplify fund discovery, fund evaluation, and product implementation. Users interact through natural language queries to retrieve fund, manager, performance, and fee intelligence, and to generate risk-aligned portfolio allocations via an Asset Allocation Assistant. The platform is delivered in two editions: Helix RIA, a single-seat license for individual advisors, and Helix Pro, an enterprise platform for wealth management firms.
Product overview
Helix is TIFIN's AI-powered platform for private markets intelligence, offered in two editions: Helix RIA (a single-seat license for individual advisors) and Helix Pro (an enterprise platform for larger wealth management firms). The platform provides natural language-powered access to fund discovery, manager research, fee analysis, and portfolio construction capabilities. Built in partnership with Hamilton Lane, Helix leverages private markets data to help advisors navigate alternative investments.
Differentiator
Problem solved
Functional benefit
Brands
- Helix RIA: A single-seat license for an individual advisor to access Helix's private markets AI capabilities.
- Helix Pro
Products and services
- Helix AI-powered co-pilot for private markets that empowers wealth advisors and wealth enterprises to navigate private markets by simplifying fund discovery, fund evaluation, and product implementation. It processes natural language queries to deliver actionable intelligence on funds, managers, and investment opportunities.
- Helix RIA Single-seat license edition designed for individual advisors, providing AI-powered private markets intelligence for solo practitioners and small registered investment advisory practices. Self-onboarded via app.helixbyhl.com with annual subscription billing.
- Helix Pro Enterprise edition designed for larger wealth management firms, offering advanced capabilities for team-based private markets analysis and portfolio construction across public and private investments. Sold via enterprise sales motion with quote-based pricing.
Quantifiable outcome
- 12% annual growth projected in retail wealth invested in alternatives
- +4 more outcomes
Companies that use Helix by HL
Customer profileSegments2 records
Ideal customer profiles2 records
Helix by HL technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature3 records
Helix by HL partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Hamilton LanecoreStrategic collaboration between TIFIN and Hamilton Lane to develop Helix, an AI-powered assistant for private markets. Hamilton Lane contributes 34 years of private markets expertise and $956.1B+ in assets under management and supervision (as of 12/31/2024). The partnership enables Helix to leverage Hamilton Lane's comprehensive private markets data for fund discovery, evaluation, and implementation. Hamilton Lane is 100% private markets-focused with $134.9B in discretionary AUM and $821.2B in non-discretionary AUM.
Scale indicators7 records
Recent moves7 records
Expansion highlights5 records
Helix by HL competitors and assessment
Company assessmentDirect peers
- iCapital Network: iCapital is a leading financial technology platform that connects wealth advisors to private markets funds and structured alternatives. It directly competes with Helix by serving the same RIA and wealth-enterprise buyer with private-markets access, due diligence, and portfolio construction tools.
- CAIS: CAIS provides an alternatives platform that connects advisors to a curated menu of private market funds with due diligence, operations, and reporting tools. It is a direct peer to Helix RIA and Helix Pro given the overlapping target customer (independent RIAs and wealth enterprises) and overlapping workflow (fund discovery and implementation for alts).
- Moonfare: Moonfare is a digital private markets platform that enables wealth advisors and individual investors to access and invest in top-tier private equity, private debt, and venture funds. It is comparable to Helix due to its focus on simplifying private markets access and portfolio construction for advisor and wealth segments.
- Canoe Intelligence: Canoe Intelligence applies AI and machine learning to alternative investment data workflows, including document collection, data extraction, and reporting for private markets. It is directly comparable to Helix as a private-markets-focused AI platform targeting institutional and wealth-advisor clients.
Broad incumbents
- Addepar: Addepar is a large wealth-management technology platform offering portfolio analytics, data aggregation, and reporting across public and private investments. It is comparable to Helix as a data-and-analytics platform serving wealth enterprises and RIAs, though its scope extends well beyond private markets.
- Orion Advisor Tech: Orion Advisor Tech is an established wealth-tech platform offering portfolio accounting, reporting, and advisor workflows for RIAs and wealth enterprises. It is comparable as a broad incumbent serving Helix's target customer base with an expanding set of alternative-investment capabilities.
- Allvue Systems: Allvue Systems provides software for alternative investment managers and institutional investors, including private equity, private debt, and fund-of-funds workflows. It is comparable to Helix as an adjacent incumbent focused on private markets data and portfolio intelligence for advisors and investment professionals.
Emerging players
- Tessera Private Markets: Tessera Private Markets offers a digital platform enabling advisors and individual investors to access and invest in private equity and private credit funds. It is comparable to Helix as a private-markets platform targeting wealth advisors with simplified fund access and portfolio construction.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Helix by HL social profiles
Digital presenceHelix by HL financial estimates
Financial estimateRevenue estimate
Valuation estimate
Helix by HL leadership team
Management profileNumber of profiles
Helix by HL funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Helix by HL M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Helix by HL
What does Helix by HL do?
Helix is an AI-powered co-pilot for private markets that helps wealth advisors and wealth enterprises simplify fund discovery, fund evaluation, and product implementation. Users interact through natural language queries to retrieve fund, manager, performance, and fee intelligence, and to generate risk-aligned portfolio allocations via an Asset Allocation Assistant. The platform is delivered in two editions: Helix RIA, a single-seat license for individual advisors, and Helix Pro, an enterprise platform for wealth management firms.
Is Helix by HL a public or private company?
Helix by HL is a private company. It is classified as venture growth investor backed and is currently operating.
When was Helix by HL founded?
Helix by HL was founded in 2023. It employs 1 to 10 people.
Where is Helix by HL based?
Helix by HL is headquartered in New York, United States, in the North America region.
How does Helix by HL make money?
One revenue line is on record: software Licensing.
Who are Helix by HL's main competitors?
Direct peers on record are iCapital Network, CAIS, Moonfare and Canoe Intelligence. Broad incumbents are Addepar, Orion Advisor Tech and Allvue Systems. Tessera Private Markets is listed as an emerging player.
Does Helix by HL have an API?
No public API is recorded for Helix by HL.
What industry is Helix by HL in?
Helix by HL's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its NAICS code is 523940 and its SIC code is 6282.