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.


of new capital raised in 2019 came from private markets. 1


The number of public companies has reduced by nearly half since 1996. 2


“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.


investor portal onboarding
Getting Started

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.

Support for Client Agreements and Compensation Structures for Private Investments and Alternatives
Support on Form ADV for offering alternative investments
Compliance Manual Support to Properly Offer Private Investments and Alternatives
private investment opportunities
investor portal dashboard
investor portal desktop and mobile views
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.
investor portal fund opportunities

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 logo


Orion provides a robust suite of wealth tech solutions that enable you to prospect, plan, invest, and achieve.

Milemarker logo


Milemarker helps financial services companies rapidly deploy APIs, Data Warehouses and meaningful Integrations.



Addepar provides the wealth management platform for the modern advisor.

DocuSign logo


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.


Built by Advisors, For Advisors


Carefully Curated Funds Vetted by Our Advisor Community & Due Diligence Committee


Efficient Onboarding and Guided Implementation


Dedicated Support


Compliance and Legal Built for and Tested by Advisory Firms


Marketing Support and Training