What Conway Investment Solutions does

Conway Investment Solutions (legal entity Conway Investment Research, LLC, Missouri-domiciled) is a privately held, technology-enabled investment solutions provider serving US-based financial advisors and the high-net-worth investors they serve. The firm is organized around four interconnected product lines: an Alternatives Investment Platform that connects advisors to a curated set of onshore, offshore, and tax-exempt alternative funds with a $100,000 minimum; a Research + Education service providing investment and operational due diligence, capital markets research, and analytical model-portfolio tools; Private Fund Solutions that builds and operates single manager SPVs, bespoke multi-manager funds, advisor-branded vintage series, and legacy fund vehicles; and Custom Advisor Portals that deliver white-labeled, branded portals with custom URLs, consolidated custodial reporting, and digital subscription workflows. The underlying technology is a proprietary fintech platform combining form automation with conditional logic, DocuSign-based document execution, integration with major custodians for consolidated reporting, and Microsoft Azure Active Directory SSO for secure access. A separate Fund Manager portal extends the same technology to asset managers for investor onboarding, data rooms, and tax/performance reporting.

The firm operates with a lean team of approximately 26 people across Management, Operations, Research, and Technology, led by Managing Principal R.D. Todd Baur, CIO Jeremy Bell, COO/CCO Warren Holmes, and Director of Manager Due Diligence Michael Mileusnic. Revenue is generated through a mix of platform access fees (recurring), fund placement or transaction fees on the alternatives platform, managed services for SPV and bespoke fund creation, and white-label portal licensing — with most pricing quote-based and customized per advisor engagement. Distribution is sales-led and US-domestic, supported by a secure client portal (secure.conwayis.com) and direct enterprise outreach with 'Request A Demo' CTAs.

Name

Conway Investment Solutions

Legal name

Conway Investment Research, LLC

Website

https://conwayis.com

Company type

Private

Founded year

2010

Operating status

Operating

Short description

Conway Investment Solutions is a privately held, tech-enabled investment solutions provider that delivers an alternatives platform, due diligence research, private fund services, and white-label advisor portals to US financial advisors and their high-net-worth clients.

Ownership category

akta.pro rank

Product category

Alternative Investment Platform & Advisor Technology

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industry

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

Keywords

• Alternative investments platform
• Investment research services
• White-label advisor portals
• Private fund solutions
• Financial advisor technology

Headquarters

HQ city

St. Louis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Platform Access Fees: Revenue generated from financial advisors accessing the alternatives investment platform, including fund offerings, research, and reporting tools. Likely subscription or access-fee based model.
2. Fund Investment Minimums: Platform connects investors to alternative funds with minimums starting at $100,000. Revenue may include platform fees, fund placement fees, or share of management fees from curated fund partners.
3. Private Fund Solutions: Revenue from creating customized private fund solutions for advisors including Single Manager SPVs, bespoke multi-manager funds, and legacy fund operations. Turnkey investment solutions with technology and investment expertise.
4. White-Label Portal Licensing: Revenue from providing customized, white-labeled advisor portal technology. FinTech tools customized and branded for advisor organizations, with secure portal, custom URL, and branding capabilities.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

Conway Investment Solutions provides financial advisors and their high-net-worth clients with technology-enabled access to a curated suite of alternative investment funds (private equity, private credit, private real estate, and hedge funds), institutional-quality investment research and due diligence, customized private fund vehicles (single manager SPVs, multi-manager funds, legacy fund operations), and white-label proprietary advisor portals. The firm digitizes the end-to-end alternatives investment workflow from fund vetting through digital subscriptions to consolidated custodial reporting.

Product overview

Conway Investment Solutions is a tech-enabled investment solutions provider offering a platform-plus-services architecture. The core offering consists of four integrated solutions: the Alternatives Platform (which connects advisors to curated alternative investment funds with $100k minimums), Research + Education (providing institutional-quality due diligence and analytical tools), Private Fund Solutions (creating custom fund vehicles), and Custom Advisor Portals (white-labeled technology portals). These solutions work together as an integrated system—the Alternatives Platform serves as the investment access layer, Research + Education provides the due diligence foundation, Private Fund Solutions enables bespoke fund creation, and Custom Advisor Portals deliver the white-labeled interface through which advisors access all services. The platform integrates with DocuSign for digital subscriptions, major custodians for consolidated reporting, and Microsoft Azure AD for secure SSO access.

Differentiator

Problem solved

Functional benefit

Brands

• Alternatives Platform: Digital platform connecting financial advisors and their clients to curated alternative investment funds with investment minimums starting at $100,000.
• Research + Education
• Private Fund Solutions
• Custom Advisor Portals

Products and services

• Alternatives Investment Platform A digital platform connecting financial advisors and high-net-worth investors to a curated set of vetted alternative investment funds (private equity, private credit, private real estate, hedge funds) across onshore, offshore, and tax-exempt vehicles. Features digital subscriptions, consolidated custodial reporting, and alternatives investor education for qualified investors.
• Research + Education Institutional-quality investment research and education services for financial advisors, including investment due diligence and monitoring, operational due diligence, capital markets research, analytical tools and model portfolios, advisor education, and white-label branded research portals.
• Private Fund Solutions Customized private fund creation and management services for financial advisors and fund managers, including single manager SPVs, bespoke multi-manager funds, advisor-branded vintage series, legacy fund operations, and fund due diligence.
• Custom Advisor Portals White-label, proprietary technology portals for financial advisors and fund managers, featuring custom URL and branding, secure data rooms, consolidated alternatives investment options, digital subscriptions, and client workflow automation.

Quantifiable outcome

• Investment minimums as low as $100,000
• +2 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature5 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Others

• Morningstar: Morningstar is a leading investment research, data, and analytics provider used by advisors for due diligence and portfolio construction. It is adjacent to Conway's Research + Education offerings as a research and data provider serving the same advisor audience.

Broad incumbents

• Addepar: Addepar is a portfolio and wealth management analytics platform serving advisors and family offices with reporting and aggregation capabilities. It is a broader incumbent whose analytics, reporting, and data aggregation overlap with aspects of Conway's Custom Advisor Portals and Research tools.
• Orion: Orion Advisor Technology provides portfolio accounting, trading, and reporting software for RIAs. Its advisor workflow and reporting capabilities overlap with Conway's Custom Advisor Portals and consolidated reporting, though Orion is a broader wealth-tech incumbent.
• Envestnet: Envestnet offers a broad advisor technology platform including portfolio management, reporting, and alts access. It is a broader incumbent whose alts offerings and advisor portal capabilities overlap with Conway's research, portal, and fund access stack.
• Mercer: Mercer operates institutional investment advisory, OCIO, and alts advisory practices with research and fund access capabilities. It is a broader incumbent whose institutional alts research and access infrastructure overlaps with Conway's advisory and fund curation model.

Emerging players

• GeoWealth: GeoWealth provides outsourced investment management and TAMP services for RIAs, including alts access and model portfolios. It is an emerging player that competes with Conway for advisor relationships seeking turnkey alts and portfolio solutions.
• Altruist: Altruist provides a custodian-plus-software platform for RIAs with portfolio construction, reporting, and client portal functionality. It is an emerging player whose advisor portal and consolidated reporting capabilities intersect with Conway's Custom Advisor Portals offering.

Direct peers

• iCapital: iCapital Network operates one of the largest alternatives investment platforms serving financial advisors and their high-net-worth clients, offering fund access, subscription processing, and reporting. It is the most directly comparable peer to Conway's Alternatives Platform and white-label portal offerings.
• Dynasty Financial Partners: Dynasty is a platform for independent advisors offering alts access, due diligence, and operational support alongside its core advisor services. It overlaps with Conway in serving advisors seeking institutional-quality alts infrastructure and bespoke fund vehicles.
• CAIS Group: CAIS provides a curated alts platform with digital subscriptions, reporting, and advisor education for RIAs and wealth platforms. It directly competes with Conway's fund access, due diligence, and subscription workflow capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/conway-investment-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Conway Investment Solutions