Modern Alternatives Platform for Fiduciaries
Traditional alternative investments may be difficult to access, hard to work with, and may lack the support necessary to integrate with a fiduciary wealth manager. Mammoth brings together the best of private investing, technology, integration, compliance, legal and tax analysis into an Integrated Alternatives Platform️™ for all fiduciaries.
- Mammoth is built for financial advisors
- Experience built to delight investors
The Alternative Future
Private Funds are Consistently Out-Performing Public Funds
For Fiduciaries, the current data supporting the value of the private market serves as a massive call to action for your firm and the value you provide your clients.
“Companies raised $3.0 trillion in private markets and $1.5 trillion in public markets in 2017.” 3
1. See Facilitating Capital Formation and Expanding Investment Opportunities by Improving Access to Capital in Private Markets, Proposed Rule, Rel. No. 33-10763 (Mar. 4, 2020) (“In 2019, registered offerings accounted for $1.2 trillion (30.8 percent) of new capital, compared to approximately $2.7 trillion (69.2 percent) that we estimate was raised through exempt offerings.”).
3. Scott Bauguess, Rachita Gullapalli, and Vladimir Ivanov, “Capital Raising in the U.S.: An Analysis of the Market for Unregistered Securities Offerings, 2009‐2017,” Division of Economic and Risk Analysis, U.S. Securities andExchange Commission, August 2018.
Efficient Enrollment + Onboarding
Investing in alternative deals should be efficient, integrated and in conjunction with an advisor. Mammoth does all of that and more via our Integrated Alternatives Platform️™.
- Support for Accredited Investors and Qualified Purchasers
- Efficient KYC/AML Checks
- Compliant Identity Verification
- IRA Support
- Streamlined ACH Support
- Lower Minimums on Funds Than Typical Alternative Investments
Institutional Grade Compliance, Modern & Accountable Customer Service
There is no need to sacrifice on service. Mammoth provides you with dedicated professionals who know wealth management, SEC and FINRA regulations and can support your compliance needs.
RIA Friendly funds
Highly Curated Funds Built for Advisors
The Funds on Mammoth’s Integrated Alternatives Platform️™ are designed to place the advisor-client relationship above all else.
- Support for Accredited Investors and Qualified Purchasers: Get accurate insights on your performance with auto-generated reports that help create successful campaigns.
- Dedicated Research: Our research team supplies you with the data, due diligence, and materials you and your clients need in order to make clear decisions.
Integrations With the Tools You Use to Run Your Business
SS&C Black Diamond
From client relationships to compliance, reporting to rebalancing, the world of wealth management is complex and demanding.
Orion provides a robust suite of wealth tech solutions that enable you to prospect, plan, invest, and achieve.
Milemarker helps financial services companies rapidly deploy APIs, Data Warehouses and meaningful Integrations.
Addepar provides the wealth management platform for the modern advisor.
Docusign supplies a suite of applications and integrations for automating and connecting the entire agreement process.
Plaid provides the safer way for people to connect financial accounts to an app.
The Alternatives Platform for the Rest of Us
We believe the future of financial advice requires wealth managers, planners, and advisory teams to reach further, serve deeper and deliver next-level solutions – well beyond the public markets. This requires an Integrated Alternatives Platform️™ built for advisors.