Surging Interest for Alternative Investments & The Need for FinTech Solutions

FinTech Embedded In Technology Thumbnail Image

Executive Summary:

With Donald J. Trump’s second presidential term now underway, private market investing is likely to see growth for a variety of reasons. Economic policies promoting domestic development, U.S. manufacturing, and favorable tax structures are expected to bolster Alternative Investments as a key wealth creation vehicle.

With demand for Alternatives rising, technology platforms like 1776ing – which focus on enabling advisors to understand and employ Alternatives – become more valuable, enabling Issuers, advisors, and investors to effectively navigate and capitalize on private market investment opportunities.

If you’re a sponsor, broker-dealer, or advisor looking to better market & manage your Alternatives:

The Full Story

During a previous webinar, 1776ing & Kirkland Capital Group reviewed data that showed the alternative investment sector undergoing expansion:

  • 2025: Alternatives are expected to constitute 24% of global investable markets, up from just 6% fifteen years ago.
  • The market size is projected to reach $24.5 trillion by 2028, a significant increase from $16.3 trillion in 2023.
  • Retail investors, allocating only 2% of their portfolios to Alternatives, could see this allocation double to 5% within three years, adding $500 billion – $1.3 trillion in new capital.
  • The global Alternatives market is anticipated to grow with a compound annual growth rate (CAGR) of 7.9%. 

This unprecedented growth highlights the increasing appeal of private markets among family offices, institutional investors, and many individual investors. However, rising demand is putting pressure on participants for one key reason: investing in Alternatives remains a slow, tedious, and highly manual process. This unique challenge underscores the need for streamlined tools and technology to manage demand efficiently while enhancing the experience for advisors, investors, and the issuers (also known as sponsors) that source investment opportunities. 

Technology’s Role in Democratizing Alternatives 

As demand for Alternative Investments continues to rise, technology platforms like 1776ing provide the infrastructure needed to:

  • Streamline due diligence by consolidating materials in a single, easy-to-navigate platform, reducing time and effort for advisors and investors.
  • Enhance accessibility by democratizing access to private market opportunities via a user-friendly digital interface.
  • Ensure compliance by integrating regulatory requirements aligned with SEC and FINRA standards such as Reg BI, KYC/AML, and Form CRS, addressing key management pain points for broker-dealers.
  • Simplify investment processes with paperless subscriptions with smart data capture, modernizing the investment experience.
  • Aggregate data by integrating with first class administrators such as Vistra LLC, , top CRM tools like HubSpot and legacy systems like DTCC AIP, enabling seamless data flow and robust reporting.

Why 1776ing Stands Out

1776ing’s platform empowers the investment community to find, conduct due diligence on, and—if appropriate —invest client funds in alternative assets. Sponsors looking to raise capital more efficiently, broker-dealers seeking better management of their Alternative products, advisors aiming to diversify client portfolios, and investors looking to gain access to private markets all benefit from 1776ing’s solutions.

Key Features of 1776ing Include: 

  • The Invest Button: differentiating 1776ing from other platforms, users can actually complete the full investment process on our digital platform.
  • Data Over Documents: say goodbye to uploading documents, rekeying data, and having to deal with NIGOs. Our integrated data processes pass data instead of documentation between the parties involved in the investment process, ensuring that errors are mitigated if not eliminated.
  • 506(c) Compliant, 506(b) Enabled: Verify accreditation directly on the platform.

Capitalizing on the Trump Administration’s Economic Policies

President Trump’s second term is expected to amplify policies that favor alternative investments, including:

  • Qualified Opportunity Zones (QOZs): Renewed emphasis on economic growth in underserved areas may expand eligible zones and increase reporting requirements, making platforms like 1776ing essential for managing QOZ investments.
  • Tax Incentives: Potential reforms could enhance the attractiveness of tax-advantaged strategies, such as 1031 exchanges and renewable energy credits, presenting lucrative opportunities for private market investors.
  • Infrastructure and Manufacturing Investments: Bolstered focus on reshoring and innovation in critical industries is likely to create demand for private capital.

Take Action Today

The Alternative Investment landscape is evolving rapidly. Staying ahead requires the right tools and strategies. Explore how 1776ing can help you:

  • Streamline your investment processes.
  • Enhance compliance and reporting.
  • Unlock new opportunities in private markets.

Don’t miss the chance to capitalize on private market opportunities. Schedule a call with our team and discover how 1776ing will elevate your experience investing in Alternatives. 

Disclosures: 

The content published on the 1776ing Blog is for informational and educational purposes only and should not be considered financial, legal, tax, or investment advice. The insights shared are intended to promote discussions within the alternative investment community and do not constitute an offer, solicitation, or recommendation to buy or sell any securities or investment products. 

Scroll to Top