Strategic Alliances AIX has a track record of partnering with diverse players in the alternatives ecosystem (DAI Securities, Sycamore Company, Hartman Companies, UMB Fund Services, InvestX, Kalos Financial) to streamline transactions and expand multi-asset support, presenting sales opportunities to expand partnerships with custodians, fund administrators, broker-dealers, and sponsor networks.

Growth Potential With an annual revenue range of 10-25 million and a global-like client base across wealth managers and fund sponsors, AIX sits in a mid-market segment ripe for upsell of platform automation, data integration, and workflow customization to scale non-traded alternative investments.

Tech-Forward Platform The technology stack emphasizes modern web technologies, data integration, and security features, signaling an openness to enterprise-grade integrations and potential cross-sell of additional modules such as reporting, compliance automation, and API-driven data feeds.

Industry Experience Founded on deep servicing of regulatory and operational aspects of retail alternatives, AIX is positioned as an industry-standard technology provider, offering a compelling narrative for sales pitches to asset managers seeking streamlined alternative investment workflows.

Market Readiness Active in non-traded alternatives with a history of expanding multi-asset class support and direct data connections, there is a clear opportunity to propose end-to-end solutions for fund sponsors and platforms seeking improved onboarding, settlement, and data integrity.