Directory of AI vendors for private markets access in wealth management
The AI FinTech Index holds 5 of them, each graded on the same 15 capability axes from public sources, with the artifact every grade was read from attached to the record.
No vendor pays for inclusion, placement or rating. Counts generated 2026-10-20 across 610 indexed vendors. What moved is in the change log.
The operational load these products remove is real and the diligence load they do not remove is the point. Ask what the platform verifies about a fund before it appears on the menu, and what it does not.
What is in this directory. Screened to the alternatives operating layer serving advisers and family offices. Institutional fund administration sits in the capital markets directories.
Part of the wider Wealth & Advisory AI category.
What the public record shows in this directory
The share of the 5 indexed vendors here whose public record answers each of the nine regulatory questions a financial institution diligence process works through, and where this directory ranks against the other 50 directories in the index on the same question, highest share first. A thin share means the public record is thin, not that a control is absent.
The AI FinTech Index lists 5 AI vendors for private markets access in wealth management, graded on 15 capability axes from public sources with no paid placement and no aggregate score. Across this directory the best documented part of the public record is data privacy posture under GLBA at 100 percent, and the thinnest is liability and customer recourse at 0 percent, which is 31 highest of 50 directories in the index on that question. Across the whole index of 610 vendors, none documents all nine regulatory axes in public and the average documents 3.61.
Source: AI FinTech Index, August 2026
| Vendor | Category | AI Centrality | Website |
|---|---|---|---|
|
A
Arch
Arch sells a private markets administration platform to family offices, registered investment advisers, individual investors, institutional allocators, accountants and service providers. It gathers capital account statements, investor letters, capital calls, tax documents and other records from funds and direct holdings into one standardized place. It then extracts the data, automates workflows and tasks, and writes AI summaries of investor letters and long documents. Arch says it holds $539 billion of private market assets for more than 650 allocators, including four of the 20 largest global banks and eight of the 20 largest accounting firms. Its privacy policy says client data is hosted in the United States and is not given to third party AI providers for training. MUFG Innovation Partners and Franklin Templeton joined its Series B in 2026. Arch Labs, Inc. is based in New York.
|
Wealth & Advisory AI | B | arch.co |
|
D
DiligenceVault
DiligenceVault connects the institutions that allocate capital with the fund managers they invest in. It replaces the questionnaires, documents and email that fund due diligence still runs on. Allocators use DV Spark to source managers, run operational due diligence and draft investment committee memos. Managers use DV Pulse to answer questionnaires with AI autofill and to check materials against the SEC marketing rule. The DV Assist assistant drafts and extracts with citations, and the client's team reviews and approves every output. More than 20,000 managers respond on the network, and the company states more than 250 client teams. Plans start at $300 a month. DiligenceVault names ISO 27001, SOC 2 Type II and TX RAMP on Microsoft Azure, and is based in New York.
|
Wealth & Advisory AI | B | diligencevault.com |
|
D
DwellFi
DwellFi runs AI agents for fund operations inside the customer's own cloud account. Fund administrators, private equity, hedge and private credit funds, asset managers, family offices and pension funds are the buyers. The agents index a fund's documents and email, then write software for each fund's capital calls, NAV closes, reconciliations and investor reporting. Calculations compile to deterministic code and are cross checked across models from Anthropic, OpenAI and Google. Exceptions go to a human review queue. TMF Group selected DwellFi as a strategic AI partner for fund services in April 2026. Deployment is single tenant on AWS, Google Cloud, Azure or Oracle, in a region set by contract. DwellFi states SOC 2 Type II and operates from Palo Alto, Piscataway and Dubai.
|
Wealth & Advisory AI | A | dwell.fi |
|
G
Gridline
Gridline gives wealth firms one platform for private markets investing. Registered investment advisers, family offices, private banks and fund managers use it for manager diligence, fund formation, subscriptions, administration and reporting under their own brand. Its AltComply product applies AI to manager diligence. Since June 2026 a Hamilton Lane dataset has fed a benchmarking engine that compares managers against peers and vintage year cohorts. A case study reports Keebeck Wealth Management cutting SPV launch time by 50 percent. Its affiliate Gridline Advisors, LLC is a registered investment adviser with the State of Georgia. Gridline is based in Atlanta.
|
Wealth & Advisory AI | B | gridline.co |
|
N
Nomerra
Nomerra turns private markets operating procedures into AI agents for asset servicers and asset managers. The agents cover fund accounting, treasury, transfer agency, reporting and data updates. They work across inboxes, bank feeds, fund and bank portals and ERP systems. They triage email, reconcile cash, prepare payments for four eyes release and generate reports. Every session is tracked, and the firm's team approves the deliverables. Nomerra is model agnostic and offers self hosted deployment with the customer's own keys. It states ISO 27001 and raised a $2 million pre seed round led by 14Peaks Capital in June 2026. Nomerra GmbH is based in Berlin.
|
Wealth & Advisory AI | A | nomerra.com |
Common questions
Is there a directory of AI vendors for private markets access in wealth management?
Yes. The AI FinTech Index lists 5 AI vendors for private markets access in wealth management, each graded on the same 15 capability axes from public sources, with the artifact every grade was read from attached to the record. No vendor pays for inclusion, placement or rating, no vendor is contacted before it is listed, and nothing sits behind a form. Counts generated 2026-10-20.
What counts as private markets for advisers in this directory?
Screened to the alternatives operating layer serving advisers and family offices. Institutional fund administration sits in the capital markets directories. The index holds 5 vendors meeting that screen, drawn from a wider Wealth & Advisory AI category and from adjacent categories where the vendor belongs on the same shortlist. A vendor filed under a different category can still appear here, because a buyer building this shortlist does not sort by our filing.
What should a buyer check before shortlisting private markets for advisers vendors?
Start with what this segment does not publish. Across the 5 indexed vendors, the thinnest parts of the public record are liability and customer recourse at 0 percent, AI governance and bias testing at 0 percent, and deployment model and data residency at 60 percent. A thin public record predicts the length of a diligence process rather than the absence of a control, so these are the questions to put in writing early. The operational load these products remove is real and the diligence load they do not remove is the point. Ask what the platform verifies about a fund before it appears on the menu, and what it does not.
Comparisons inside this directory
Other directories in Wealth & Advisory AI
One category is several buying decisions sharing a label. Each of these narrows the same market to a different one.