Troviq

What Troviq does

Troviq is a London- and Amsterdam-headquartered private markets investment office founded in 2018 (originally as Truffle Private Markets, rebranded in October 2023) by a consortium of leading Single Family Offices to deliver institutional-grade private markets access to business partners on a strictly B2B basis. The firm serves four primary segments: Single Family Offices, Multi-Family Offices, Private Banks/Wealth Managers, and Corporates/Partnerships, and does not market to or contract with individual investors directly. Troviq's core product is a Digital Experience Portal — an end-to-end white-labelable platform covering onboarding, subscription, execution, consolidated investor-level reporting, commitment pacing, and portfolio construction — combined with a menu of bespoke investment structures. These include Multi Fund Portfolios (an evergreen private debt strategy with exposure to over 1,000 senior secured private loans, an annual US Mid-Market PE programme, and private equity vintage programs), SMAs for SFOs, white-labelled vintage and perpetual funds, and single fund feeders.

Troviq operates with a team of 20+ private markets professionals drawn from StepStone, Partners Capital, ABN AMRO, Robeco, Albourne, and Barclays, supplemented by senior advisors from StepStone, PJT Park Hill, JPMorgan Private Bank, and Evercore. The group structure comprises a UK holding company (Troviq Private Markets Group Ltd) with operating subsidiaries in the UK (Troviq UK Ltd, an Appointed Representative of Privium Fund Management UK Ltd under FCA regulation, FRN: 816214) and the Netherlands (Troviq Investment Management B.V., registered with the AFM as an exempt AIFMD manager). Revenue is generated through recurring investment management fees on bespoke programs and fund structuring/management fees for white-labelled vehicles, with quote-based B2B pricing tied to programme complexity; revenue figures are not publicly disclosed. Distribution is exclusively through intermediary partners — wealth managers, family offices, custodian platforms — with selected strategies available via custody bank rails and nominee onboarding for wealth manager clients.

Name

Troviq

Legal name

Troviq Private Markets Group Ltd

Website

https://troviq.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Troviq is a London and Amsterdam-based private markets investment office that provides bespoke fund programs, co-investment access, and a white-labelled digital portal exclusively to Single Family Offices, Multi-Family Offices, Private Banks/Wealth Managers, and Corporates on a B2B basis.

Ownership category

akta.pro rank

Product category

Private Markets Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAABAM

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAAAMAK

Unit Registry & Transfer Agency for Alternatives (Private Funds, SPVs, Closed-End)

Financial & Insurance/Asset & Wealth Management/Asset Management — Fund Administration & Transfer Agency

SECONDARYFSANACAD

Business Services (B2B) Growth Equity

Financial & Insurance/Private Equity & Venture Capital/Growth Equity Firms

Keywords

• Private markets investing
• Alternative investment management
• Wealth management technology
• Fund structuring services
• Family office solutions

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Management Fees: Management fees charged for designing, executing, and managing private markets investment programs for partners. Services include manager selection, portfolio construction, and ongoing portfolio management.
2. Fund Structuring and Management: Revenue from structuring and managing bespoke investment vehicles including vintage programs, perpetual programs, and white-labeled funds for partners.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Troviq is a B2B private markets investment office that designs, executes, and manages private markets investment programs for Single Family Offices, Multi-Family Offices, Private Banks/Wealth Managers, and Corporates. Core offerings include bespoke fund structuring (vintage programs, perpetual/evergreen funds, SMAs, multi-fund portfolios, single fund feeders), manager selection and due diligence, portfolio construction and pacing, and a proprietary Digital Experience Portal for onboarding, execution, and consolidated reporting that can be white-labelled to partner firms.

Product overview

Troviq offers a unified private markets investment platform combining a proprietary Digital Experience Portal with a range of bespoke investment structures and programs. The platform serves multiple client segments (Single Family Offices, Multi Family Offices, Private Banks/Wealth Managers, and Corporates) with white-labelled or branded solutions. Core offerings include: Multi Fund Portfolios (evergreen private debt strategy, US Mid-Market programs, private equity vintage programs) and Single Fund Feeders, complemented by customized Vintage Programs and Separately Managed Accounts. All services are delivered through the Digital Experience Portal featuring onboarding, investment planning, portfolio builder, execution, and consolidated reporting modules.

Differentiator

Problem solved

Functional benefit

Products and services

• Digital Experience Portal State-of-the-art digital portal enabling investors to navigate private markets, access portfolio insights, manage exposure and cash flows, and streamline administrative tasks through automated workflows and consolidated reporting. Can be white-labelled to partner firms. Built on a robust alternative investment technology infrastructure.
• Vintage Programs for Wealth Managers White-labelled programs allowing clients to achieve diversified private markets exposure through a single annual commitment, customizable to match partner house view, available in capital call or fully drawn models suitable for custody bank platforms. Designed for Wealth Managers and Private Banks.
• Separately Managed Accounts (SMAs) for Single Family Offices Fully customised programs providing exposure to best-in-class managers while allowing investors to retain control, benefit from consolidated reporting, and minimize operational burden. Each SFO typically uses a dedicated structure allowing efficient investment and operational advantages such as simple execution and consolidated reporting.
• Multi Fund Portfolios Standalone strategies where collective scale allows diversified exposure and structuring flexibility, including the evergreen private debt strategy, private equity vintage programs, and US Mid-Market programs.
• Single Fund Feeders Structures providing exposure to a single underlying private markets fund, typically selected in dialogue with partners to solve specific portfolio construction objectives.
• Evergreen Private Debt Strategy Capital efficient investment program providing highly diversified exposure to over 1,000 senior secured private loans through a perpetual structure. Available via custodians.
• Fully Drawn Private Equity Vintage Program No capital calls structure providing diversified private equity exposure, typically used by partners as a first step before graduating to a customised vintage program.
• US Mid-Market Program Annual program allocating to a pool of exceptional US mid-market managers not typically available to European private clients, designed for wealth and family offices.

Quantifiable outcome

• Evergreen private debt strategy provides exposure to over 1,000 senior secured private loans
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core and foundational.

• Privium Fund Management (UK) LimitedcoreOthersTroviq UK Ltd operates as an Appointed Representative (FRN: 816214) of Privium Fund Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 471186). This regulatory arrangement enables Troviq to operate in the UK under FCA oversight.
• Single Family Offices (Unnamed)foundationalStrategic or Co-development PartnerTroviq was established with the support of several leading Single Family Offices. These founding partners provided the capital and strategic direction to create a private markets investment office serving business partners globally.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Moonfare: Digital private equity platform offering wealth investors access to top-tier PE funds and feeder structures, with white-label partnerships for financial institutions. Directly comparable in the B2B private wealth alts distribution space and previously employed Ed Cotton (now Troviq).
• iCapital: Leading B2B technology platform that connects wealth managers, advisors, and asset managers to alternative investments, including private equity, private debt, and hedge funds. Directly comparable to Troviq in its B2B wealth-distribution model and end-to-end platform capabilities.
• CAIS: B2B alternative investment platform serving independent advisors and wealth managers, with white-label capabilities and a curated fund marketplace. Comparable to Troviq in serving wealth intermediaries with diversified alts access.

Emerging players

• Yieldstreet: Alternative investment platform democratising access to private credit, real estate, and other alternatives for individual accredited investors via wealth partners. Comparable in offering structured alts programs with white-label distribution partnerships.
• Canopy: UK-based private markets platform providing structured access to private equity and private credit for wealth managers and family offices. Comparable as a European-focused B2B alts platform with similar technology and structuring emphasis.

Broad incumbents

• StepStone Group: Large global private markets investment firm providing customised solutions, fund advisory, and secondaries. Comparable as a buy-side private markets investment office; multiple Troviq senior team members and advisors come from StepStone.
• Addepar: Wealth management technology platform offering portfolio reporting, analytics, and data aggregation for family offices, RIAs, and private banks. Comparable as a technology enablement layer for private wealth, though focused on reporting rather than investment management.
• Allfunds: Large-scale B2B fund distribution platform connecting asset managers with wealth distributors globally. Operates a much broader fund marketplace but serves a similar intermediary distribution model.
• Partners Capital: Specialist private markets investment firm serving institutional and family office clients with bespoke portfolio solutions. Comparable in serving sophisticated private clients with custom private markets programs; multiple alumni at Troviq.

Others

• Privium Fund Management: Dutch-based independent alternative investment fund manager providing regulatory hosting and ManCo services. Comparable as Troviq UK's Appointed Representative (FRN: 816214), enabling Troviq's UK regulatory footprint.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/troviq

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 Troviq