The AI
co-pilot for private markets.

Helix unlocks private market investing and empowers wealth advisors to navigate them with confidence.

In partnership with Hamilton Lane

Simplify the complexity.

Private markets have historically been used by just a small portion of investors.

Despite increasing access, private markets face an adoption problem.

The complexity of private markets and the lack of standardization are hurdles for advisors looking to adopt this asset class in the same way institutional investors do.

Helix offers immediate, actionable, and intelligent insights.

Which of my clients  are likely to have assets held away from my management?

Which of my clients are at-risk of large outflows or distributions?

Are any of my clients at-risk of moving to another advisor?

What is the likelihood of losing assets upon the death of the primary account holder?

Which clients should I focus on transitioning from brokerage to advisory services?

Which of my prospects are most likely to convert into clients?

Who is likely to benefit from a liquidity event in the next 12 months?

Who is the best-fit advisor to convert this new prospect?

How can I identify new connections for client referrals?

Are any of my current clients or their assets at risk?

Which clients within my organization present cross-selling opportunities?

Which of my clients have held-away assets and are likely consolidators?

Which self-directed clients are a fit for our advisory business?

Which mortgage holders are most likely to become wealth management clients?

A conversational AI that answers private markets questions and generates insights in plain English across multiple use cases.

An always-on assistant to help advisors quickly and confidently approach client communication and investment questions.

Time-saving research, analysis, and other resources for discovery and diligence in private markets.

Built in partnership with a leading private markets investment manager

Experience Helix today.

Want to see what AI can do for your private markets investing?

Tell us about your goals, and a knowledgeable representative will prepare a demo for you.

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Questions?

How can CIOs use Helix?

CIOs appreciate that Helix is uniquely positioned to address the challenges they face in managing private market investments. By leveraging advanced AI technology, exclusive data, and a robust compliance framework, Helix empowers CIOs to streamline processes, enhance decision-making, and achieve superior investment outcomes — making arduous research a thing of the past.

Source your product shelf faster
Instantly answer question from Advisors and IC members
Generate investment memos
and more…

How can Asset Managers use Helix?

Helix addresses the unique challenges faced by asset managers in distributing private market investments. By leveraging advanced AI technology, exclusive data, and a robust compliance framework, Helix empowers your sales team to streamline processes, build trust, and enhance overall efficiency in managing and distributing alternative investment products.

Use cases include but aren’t limited to:

Efficient fund research
Enhanced advisor support:
Streamlined due diligence
Effective client communications

How can RIAs use Helix?

Helix is designed to address the unique challenges faced by RIAs in incorporating private market investments. By leveraging advanced AI technology, exclusive data, and a robust compliance framework, Helix empowers advisors to enhance their practice, provide superior client service, and achieve better investment outcomes.

Popular use cases include:

Portfolio diversification
Enhanced decision-making
Client engagement and education
Compliance management:

For more information, contact us using the form on this page.

The AI co-pilot for private markets.