Private markets expansion Templum is actively expanding its private markets technology platform through new partnerships with firms like Pomona Capital and Wedbush & Co, signaling opportunities to cross-sell enhanced access, issuance, and secondary trading capabilities to similar investment banks, broker-dealers, and asset managers.

Azure marketplace traction The Private Markets Suite is available in the Microsoft Azure Marketplace, highlighting a scalable cloud-based deployment path that can be leveraged to target mid-market financial services firms seeking faster onboarding and regulatory-compliant private market solutions.

Automation and analytics Templum’s emphasis on automation and unified ecosystem technology, supported by Power BI and API-enabled build-your-own solutions, presents a compelling upsell to firms looking to modernize workflows, improve efficiency, and gain better investment access analytics.

Strategic partnerships Recent collaborations with Voya Investment Management, Pomona Capital, FusionIQ, and InteliClear indicate a strong partner-led growth model that can be leveraged to pursue co-sell opportunities with asset managers, family offices, and wealth platforms craving private market access.

Compliance and scalability Templum’s regulatory support and white-label or hybrid deployment options position it as a fit for firms requiring customizable, compliant private market infrastructure, suggesting sales opportunities with RIAs, wealth managers, and broker-dealers seeking scalable solutions.