What Mammoth Technology does

Mammoth Technology (legal entity: Mammoth Admin & Tech, LLC) is a US-based, privately held fintech operating from Fort Wayne, Indiana that sells a cloud-based integrated alternatives investment platform to fund managers, registered investment advisors (RIAs), family offices, and founders. The platform is composed of a core Platform product (Mammoth Advisor Portal, launched September 2023) plus modular sub-products including Investor Profiles, Digital Subscription, Branded Portals, Virtual Data Rooms, Fund Catalog, Investor Portal, Fund Manager Portal, and an add-on Mammoth Alts Desk services layer. The product surface targets the full alts lifecycle, from fund creation and investor onboarding (auto-populated subscription documents, embedded KYC/AML and accredited-investor verification for 506(c) funds, e-signature via DocuSign) through branded LP-facing portals, ongoing investor communications, and back-office support (IRA support via Millennium Trust Company, statement processing, billing assistance).

The platform is built on AWS infrastructure with an API-first architecture enabling bidirectional data flows with ecosystem partners. The integration centerpiece is a bidirectional partnership with Canoe Intelligence (announced April 2024) for pre- and post-investment document and ownership data exchange, supplemented by additional integration activity with Banrion Capital Management and Alphabot. The company holds SOC 2 Type II certification and maintains GDPR and CCPA compliance programs. Distribution is sales-led (direct enterprise demos and CRO-led outreach) layered with event-driven activity (Schwab Impact, Capital Camp, Fearless Investing Summit, SixThirty CEO Summit, FutureProof) and is amplified by participation in the Founders Arena WealthTech Accelerator third cohort (October 2024).

The business model combines recurring SaaS subscriptions (annual, quote-based enterprise pricing with no public tiers) with attached professional services revenue from the Alts Desk add-on. Pricing is opaque; firms are routed to demo requests for custom quotes tied to firm size and feature scope. The company markets primarily via content (blog, monthly newsletter), earned media (press releases), organic social (LinkedIn, X), and accelerator/conference participation. The leadership team is led by CEO Kimberly Mackrill, with Chief Platform Officer Jud Mackrill, CRO Steve Zuschin, Partner Erin Heck, and VP Platform Solutions Jessi Robbins. Operating geographies are restricted to the United States. Named enterprise customers include SignatureFD and Plancorp.

Name

Mammoth Technology

Legal name

Mammoth Admin & Tech, LLC

Website

https://mammothtechnology.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Mammoth Technology provides a cloud-based integrated alternatives platform for fund managers, RIAs, and family offices, streamlining investor onboarding, digital subscriptions, KYC/AML verification, and branded investor portals. Built on AWS with API-first architecture and based in Fort Wayne, Indiana.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Computer Systems Design and Related Services (5415), Other Computer Related Services (541519), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)

akta.pro secondary industries

Managed File Transfer (MFT) & B2B Integration (EDI) (HDAEAIAE), Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)

Keywords

• Alternative investment platform
• Wealth management software
• Investor onboarding automation
• Fund management technology
• RIA technology solutions

Headquarters

HQ city

Fort Wayne

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscription: Annual or multi-year subscription-based access to Mammoth's Integrated Alternatives Platform, including investor onboarding, digital subscription workflows, branded portals, virtual data rooms, and fund catalog features. Pricing varies based on firm size and feature requirements.
2. Professional Services: Add-on professional services including due diligence support, legal counsel connections, data reconciliation, and compliance consulting through the Mammoth Alts Desk feature.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Mammoth Technology provides a cloud-based, integrated alternatives investment platform that bridges investors, financial advisors, and fund managers. The platform offers digital subscription workflows, KYC/AML and accredited investor verification, virtual data rooms, branded investor portals, fund catalogs, and back-office support for managing private market investments. It is sold primarily as a SaaS subscription with add-on professional services through the Mammoth Alts Desk.

Product overview

Mammoth Technology offers a unified Integrated Alternatives Platform designed to bridge the gap between investors, financial advisors, and fund managers in the alternative investment space. The platform operates as a platform-plus-modules architecture centered around the Mammoth Integrated Alternatives Platform, supported by distinct core products including Investor Profiles (centralized investor data management), Digital Subscription (automated subscription document workflows), Virtual Data Rooms (secure document sharing), Branded Portals (customizable firm-branded portals), Fund Catalog (curated investment marketplace), Investor Portal (client-facing investment access), Fund Manager Portal (fund creation and management), Advisor Portal (RIA/fiduciary solutions), and the Alts Desk add-on module (supplementary services for due diligence, legal, and compliance). Professional Services provides implementation and integration support. The platform supports the entire investment lifecycle from fund creation through investor onboarding and ongoing portfolio management.

Differentiator

Problem solved

Functional benefit

Products and services

• Mammoth Integrated Alternatives Platform The unified cloud-based platform providing end-to-end workflows for alternative investments, including investor profiles, digital subscription workflows, KYC/AML verification, virtual data rooms, branded portals, fund catalogs, and reporting, sold as an annual SaaS subscription to wealth management firms.
• Fund Manager Portal Full-service solution for fund managers enabling private fund establishment, investor onboarding with KYC/AML visibility, cap table management, tax and accounting services, ongoing back-office support, and access to potential investors.
• Advisor Portal Modern alternatives platform for fiduciaries providing compliant access to private investments with accredited investor and qualified purchaser support, KYC/AML checks, identity verification, IRA support, ACH support, and client portfolio tools.
• Investor Portal Secure client-facing portal providing investors with access to alternative investment opportunities, investment history, documents, real-time portfolio visibility, enrollment process, pre-qualifying questions, and advisor connections.
• Mammoth Alts Desk Full-service add-on solution for managing alternatives at scale, providing access to due diligence services, legal counsel connections, data reconciliation, and compliance toolkits for financial advisory and fund management firms.
• Professional Services Expert integration guidance and implementation support covering fund setup consultation, investor relations support, comprehensive reporting, onboarding, training, and ongoing support to help firms gain value from the platform faster.

Quantifiable outcome

• Investors can complete subscription documents in 5 minutes or less with 95%+ degree of accuracy
• +1 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability3 records

Feature8 records

Partnerships

Five partnerships are on record, tiered growth, core and infrastructure.

• Founders Arena WealthTech AcceleratorgrowthStrategic or Co-development Partner · 1 October 2024Mammoth Technology was selected into the third cohort of the Founders Arena WealthTech Accelerator, a 12-week hybrid program providing access to resources, mentorship, networking opportunities, and investors. The program is strategically partnered with SEI, First Rate Inc., Republic Capital Group, the City of Arlington, and the Arlington Economic Development Corporation.
• Canoe IntelligencecoreTechnology or Integration · 17 April 2024Mammoth Technology partners with Canoe Intelligence for end-to-end visibility for alternative investors. Mammoth acts as a conduit for documents and ownership data entering Canoe's platform when investments are made through Mammoth's technology, while also receiving ongoing documents and extracted data from Canoe. This is a bidirectional partnership where Mammoth serves as both upstream and downstream integration partner, covering pre-investment and post-investment workflows.
• AWS (Amazon Web Services)infrastructureTechnology or IntegrationMammoth Technology leverages AWS as its core cloud infrastructure provider, with the platform running on AWS instances. Infrastructure improvements in 2024 included copying production application environment to new AWS instance.
• DocuSigninfrastructureTechnology or IntegrationMammoth Technology integrates with DocuSign for electronic signature capabilities, enabling digital execution of subscription documents and investor agreements.
• Millennium Trust CompanyinfrastructureTechnology or IntegrationMammoth Technology integrates with Millennium Trust Company for IRA support and custody services, enabling alternative investment access through retirement accounts.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• iCapital Network: iCapital operates a leading alternative investments platform connecting advisors, RIAs, and wealth managers with private market funds. It directly overlaps Mammoth's fund catalog, subscription workflow, and advisor portal functionality, with much greater scale.
• Privé Technologies: Privé Technologies provides a digital platform for alternative investment distribution and investor servicing, directly comparable to Mammoth's subscription workflows, branded portals, and data room functionality.
• Juniper Square: Juniper Square provides investor onboarding, fund management, and reporting software for GPs and LPs in private equity and venture capital. It overlaps with Mammoth's Fund Manager Portal, investor profiles, and subscription document automation.
• CAIS: CAIS is an alternative investment marketplace and platform for RIAs and wealth managers offering fund discovery, subscription, and reporting. It competes head-to-head with Mammoth's advisor-facing value proposition for alts access.
• Flourish: Flourish (acquired by MassMutual) offers an alternative investments platform built specifically for RIAs to offer private alts to clients, directly comparable to Mammoth's Advisor Portal and fund catalog capabilities.

Broad incumbents

• Addepar: Addepar is a large-scale wealth management platform offering portfolio analytics, reporting, and alts data for advisors and family offices. It is a broader incumbent that overlaps with Mammoth's investor reporting and portfolio visibility features.
• Allvue Systems: Allvue provides software for alternative investment managers covering fund accounting, investor servicing, and CRM. It overlaps with Mammoth's fund manager and back-office workflows as a broader incumbent in the alts technology space.
• Orion Advisor Tech: Orion is an established wealthtech platform offering portfolio accounting, reporting, and advisor tools. While broader than Mammoth, it competes for the same RIA technology stack wallet with alternative investment workflow features.

Emerging players

• AltExchange: AltExchange is an emerging marketplace and data platform for alternative investments serving RIAs and wealth managers. It overlaps with Mammoth's Fund Catalog and advisor-facing discovery functionality at an earlier scale.

Others

• Canoe Intelligence: Canoe Intelligence is a strategic integration partner of Mammoth that automates alternative investment document and data workflows for 300+ institutions. It is an ecosystem enabler rather than direct competitor but its platform touches the same workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/mammothfintech
• LinkedInlinkedin.com/company/mammoth-technology

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Mammoth Technology