1776ing

What 1776ing does

1776ing is a fintech SaaS company founded in 2020 and headquartered in Chamblee, Georgia, that operates a white-labeled, Business-to-Business-to-Consumer platform for the private market alternative investment industry. The platform enables issuers (fund sponsors, real estate sponsors), broker-dealers, and registered investment advisors to offer and process private market investments under their own brand rather than through a third-party wrapper. Core technology includes end-to-end digital subscription processing ('The Invest Button'), a 'Data Over Documents' architecture that passes structured data between parties to eliminate rekeying errors and NIGOs (Not In Good Order), embedded data rooms, dynamic investor questionnaires, real-time document validation, and self-service investor profile management. Compliance is built around dual support for Regulation D 506(b) and 506(c) rules, with third-party accreditation verification, KYC/AML via TINCheck, and audit-ready timestamped workflows for broker-dealer supervision. Documented outcomes include reducing subscription completion time from 45-90 minutes to approximately 7 minutes (an 85%+ reduction), a 95% reduction in document error rates, and an 85% reduction in routine customer service inquiries.

The business model is a custom-tailored SaaS subscription with multi-year contracts, priced per firm based on needs, specifications, integrations, and usage levels; no public tiered pricing is disclosed. The go-to-market is a direct enterprise sales motion with a 'Book a Demo' CTA driving HubSpot-meeting bookings, targeting broker-dealers, RIAs, and issuers, supplemented by inside sales for mid-market accounts. Distribution is exclusively direct — the platform is delivered as an embedded white-label solution under each client's brand. Marketing is content-led, with an educational blog, webinars, SEO, and a newsletter covering alternative investments, tax strategies, and compliance. Integration partners include HubSpot CRM, TINCheck, DocuSign, Vistra (STAR-XMS transfer agent system), and DTCC AIP. The company has no disclosed venture or private equity funding, operates with 1-10 employees across a 7-person leadership team, and reports no revenue.

Name

1776ing

Legal name

1776ing LLC

Website

https://1776ing.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

1776ing is a fintech SaaS company that provides a white-labeled platform enabling issuers, broker-dealers, and RIAs to offer, process, and manage private market alternative investments under their own brand.

Ownership category

akta.pro rank

Product category

Alternative Investment Software

NAICS

Software Publishers (513210), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Placements (144A/Reg S/MTN) (FSACABAK)

akta.pro secondary industry

Private Placement Agents (Reg D/144A) (FSAEALAA)

Keywords

• Alternative investments platform
• Private market investments
• White-label investor portal
• Digital subscription workflow
• Investment compliance software

Headquarters

HQ city

Chamblee

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscription: Tailored platform pricing based on firm needs, specifications, integrations, and usage levels. Pricing varies as the platform is customized per client requirements with continuous improvements rolled out to all partners.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

1776ing sells a SaaS-based, white-labeled alternative investments platform for the private market community. It provides issuers, broker-dealers, and RIAs/advisors with branded investor portals that digitize subscription processing, compliance (Reg D 506(b)/506(c)), accreditation verification, and investor onboarding.

Product overview

1776ing is a SaaS-based, B-B-C (Business-to-Business-to-Consumer) alternative investments platform for the private market investment community. The core offering is the 1776ing Platform, which includes white-labeled investor portals customized for each firm. The platform is organized into three solution modules tailored for Issuers (capital raise control), Broker-Dealers (compliance and supervision), and RIAs/Advisors (branded client experience). Key features include a Digital Subscription Workflow, Embedded Verification System for 506(c) offerings, and Self-Service Investor Portal. The platform integrates data over documents, passing data between parties rather than requiring document uploads and rekeying. Enhancements made for one client roll out to all partners continuously.

Differentiator

Problem solved

Functional benefit

Products and services

• 1776ing Platform SaaS-based alternative investments platform enabling advisors, broker-dealers, and issuers to facilitate private market investments through white-labeled digital portals with embedded compliance, subscription workflows, and investor management.
• White-Labeled Investor Portal Customizable white-labeled portal tailored to each firm's branding, fonts, colors, and overall look and feel. Supports both 506(b) and 506(c) compliance requirements with continuous improvements rolled out to all partners.
• Solutions for Issuers Issuer-focused solution providing control over capital raises with real-time visibility into every click, data ownership, and expanded distribution reach across audiences.
• Solutions for Broker-Dealers Broker-dealer solution with compliance controls allowing approval of what representatives see and sell down to the individual, timestamped workflows, audit-ready discovery trails, and syndication capabilities.
• Solutions for RIAs and Advisors RIA and advisor solution enabling curation and presentation of alternative investments under their own brand with automated client onboarding and built-in compliance and due diligence logs.
• Digital Subscription Workflow End-to-end digital subscription processing including dynamic investor questionnaires, automated document validation, integrated e-signatures, and real-time status tracking. Subscription completion time reduced from 45-90 minutes to approximately 7 minutes.
• Embedded Verification System Built-in accreditation verification system enabling funds to launch 506(c) offerings with confidence and zero processing delays. Supports third-party attestations from CPAs, attorneys, or advisors.
• Self-Service Investor Portal Investor-facing portal allowing investors to access real-time subscription status, view required documents, and manage their information independently, reducing routine inquiries to operations teams.

Quantifiable outcome

• Subscription completion time reduced from 45-90 minutes to 7 minutes (85%+ reduction)
• +3 more outcomes

Named customers5 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

Integration5 records

Feature9 records

Partnerships

Six partnerships are on record, tiered core and supporting.

• VistracoreTechnology or Integration · 1 February 2025Strategic partnership to streamline investor data transfer through direct digital connectivity. Integration enables seamless, fully digitized subscription process for alternative investments. Vistra's STAR-XMS transfer agent system is now compatible with all processing platforms in the alternative investment space. First partnership of its kind since Vistra's acquisition of Phoenix American's fund administration and transfer agent business in August 2024.
• HubSpot CRMsupportingTechnology or IntegrationIntegration for lead management, marketing automation, and client engagement within the 1776ing platform ecosystem.
• TINChecksupportingTechnology or IntegrationKYC/AML background checks and compliance verification integrated into the subscription process.
• DocuSignsupportingTechnology or IntegrationSecure document routing and e-signature capabilities (in addition to the platform's built-in e-signature) for investment subscriptions.
• Kirkland Capital GroupsupportingStrategic or Co-development PartnerCollaborated on webinar reviewing alternative investment sector data and growth trends. Strategic alignment on enabling advisors to understand and employ alternatives.
• Discover Blind SpotssupportingGTM or Marketing PartnerPartnership announced December 5, 2025 addressing advisors' most critical growth needs around differentiation, client experiences, and operations in the alternative investment space.

Scale indicators8 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• iCapital: iCapital is a leading alternative-investments platform serving advisors, broker-dealers, and issuers with subscription, compliance, and reporting workflows for private markets. 1776ing competes in the same white-label subscription/onboarding lane across the 506(b)/506(c) ecosystem.
• CAIS: CAIS operates an alternative-investment marketplace and workflow platform for RIAs and wealth advisors, including subscription document automation and due diligence. It overlaps with 1776ing's RIA-facing private placement infrastructure.
• DealMaker: DealMaker provides digital fundraising and subscription-document infrastructure for private placements and Reg D offerings, including embedded compliance and investor onboarding. It is a direct competitor for 1776ing's issuer-side subscription workflow.
• Passthrough: Passthrough automates subscription documents and investor onboarding for private funds and syndications, including accreditation and KYC/AML. Its scope and positioning closely mirror 1776ing's digital subscription workflow.
• Juniper Square: Juniper Square provides investor reporting, fund administration, and subscription software for private-market GPs and their LPs. It competes with 1776ing's end-to-end alts subscription and onboarding stack.
• RealBlocks: RealBlocks is a software platform for syndicating and managing alternative-investment offerings, including investor onboarding and GP distribution tooling. It sits in the same niche as 1776ing's issuers and sponsor workflows.

Broad incumbents

• Addepar: Addepar is a broad wealth-tech incumbent offering portfolio reporting, analytics, and increasingly alternative-investment data and access. As a much larger platform, it overlaps with 1776ing's RIA-facing alts infrastructure but as part of a wider portfolio toolkit.
• Orion Advisor Technology: Orion is a full-suite advisor technology platform with CRM, portfolio, and alternative-investment capabilities serving broker-dealers and RIAs. It competes broadly for the same regulated wealth-distribution customers as 1776ing.
• Carta: Carta is a private-market infrastructure incumbent spanning cap table, fund administration, and investor management. While not a white-label subscription platform like 1776ing, it increasingly participates in the same private-placement and LP onboarding workflows.

Emerging players

• DiligenceVault: DiligenceVault is an alternatives due-diligence and document-vault platform used by institutional investors and asset managers. It overlaps with 1776ing's broker-dealer and RIA compliance/diligence workflows as part of the broader alts stack.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/1776ing
• Facebookfacebook.com/profile.php?id=61560022571391
• LinkedInlinkedin.com/company/1776ing

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

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 1776ing