Private Markets Investment Platform
If you are only invested in stocks and bonds, you may be leaving significant performance on the table. Discover what private markets can do for your portfolio and how Finance Wealth can help you access institutional-quality investments previously reserved for the ultra-wealthy.
Discover why private markets investments — including private equity, real estate, private credit, and venture capital — are increasingly becoming core holdings in sophisticated portfolios. For decades, these asset classes were accessible only to institutional investors and ultra-high-net-worth individuals. Finance Wealth changes that.
By diversifying beyond traditional public markets, investors can potentially access higher long-term returns, reduce portfolio volatility, and gain exposure to economic growth that does not show up in stock market indices. Private markets represent a vast universe of opportunity that most retail investors have never been able to access — until now.
Learn about private markets →Reduce reliance on stocks and bonds with asset classes that may behave differently across market cycles, providing genuine diversification benefits.
Access opportunities designed to pursue attractive long-term growth and current income that may outperform public market equivalents over time.
Help smooth daily market swings with investments that are generally not traded on public exchanges and are less susceptible to short-term sentiment.
Gain access to investment opportunities previously reserved for institutional investors and family offices, with minimums designed for individual investors.
We offer multiple ways to build a private market portfolio that works for your specific financial goals, risk tolerance, and investment timeline.
Let our expert investment team manage your private markets portfolio for you. We partner with leading global investment firms to construct diversified portfolios across multiple private asset classes, rebalancing as market conditions evolve to keep your portfolio aligned with your goals.
For investors who prefer a more hands-on approach, our Direct Investments platform gives you access to a curated selection of individual private market opportunities. Browse available investments across private credit, real estate, private equity, and more, and build your own bespoke portfolio.
Invest in private markets through a tax-advantaged Individual Retirement Account (IRA). Our retirement investing solution allows you to harness the long-term return potential of private markets while benefiting from the tax advantages of traditional or Roth IRA structures.
Access the rapidly growing private credit market, which offers attractive income potential and lower correlation to public fixed income markets. Private credit investments can provide regular income distributions and capital preservation characteristics that complement equity-heavy portfolios.
Participate in the growth of private companies before they reach public markets. Private equity has historically generated superior long-term returns compared to public equities, though with lower liquidity and longer investment horizons that require careful consideration of your overall financial situation.
Gain exposure to institutional-quality real estate investments across commercial, residential, and industrial property sectors. Real estate can provide inflation protection, income generation, and diversification benefits that are difficult to replicate through publicly traded REITs alone.
Real assets — including real estate, infrastructure, and natural resources — have historically provided investors with inflation protection, stable income, and long-term capital appreciation. Unlike financial assets, real assets derive their value from physical properties and economic utility that persist through market cycles.
Finance Wealth provides access to institutional-quality real asset investments that have historically been available only to the largest pension funds, endowments, and sovereign wealth funds. Our platform makes it possible for individual investors to participate in these opportunities with investment minimums that are accessible to a much broader range of investors.
True portfolio diversification goes far beyond simply owning stocks in different sectors or geographies. At Finance Wealth, we believe that genuine diversification requires exposure to asset classes with fundamentally different risk and return characteristics — assets that respond differently to economic conditions, interest rate changes, and market stress events.
Our platform enables investors to construct portfolios that span private credit, private equity, real estate, venture capital, and other alternative asset classes. By combining these investments thoughtfully, investors can potentially achieve better risk-adjusted returns than would be possible with a portfolio limited to public stocks and bonds.
Unlock access to our full marketplace of private market investments when you sign up. Receive updates on new offerings, exclusive investment opportunities, and educational content to help you build a more complete portfolio.