iAltA

The iAltA Private Markets team will be attending the iGlobal Forum Independent Sponsors Summit in Miami this week. If you are attending and would like to arrange a meeting, we would welcome the opportunity to connect. Please feel free to reach out to schedule a time with the team. Rodney Reisdorf Dan Blasi Nikolay Mitev

Don't miss the Verivend team (Rodney Reisdorf, Dan Blasi and Nikolay Mitev) at this week's iGlobal Forum Independent Sponsors Summit in Miami! We're ready to showcase how Verivend enables independent sponsors to: ⚙️ Set-up or bring your own entity 🕰️ Onboard LPs in minutes 💸 Raise, track and manage your investments ➡️ Distribute returns back to investors

“..the takeoff – the point where AI capabilities start compounding on themselves, where each generation isn’t incrementally better but fundamentally more capable than the last. were in it..” 🚀 - Bill Crager, iAltA co-founder

iAltA Holdings has acquired Delio, a leading provider of white-label operating systems for private markets distribution and reporting. We’re excited to welcome Delio to the iAltA Private Markets vertical, where we’re working to unify fragmented workflows and empower asset managers and distributors to transact dynamically, engage investors more effectively, streamline fund operations, and make better data-driven decisions. Delio marks the third acquisition within iAltA’s Private Markets vertical, following Verivend and Betterfront, as we continue building an integrated ecosystem across the private markets lifecycle. Earlier this year, we also announced the acquisition of BridgeFT within our Wealth vertical — further expanding our broader platform strategy. We’re thrilled to partner with the talented Delio team as we continue building the infrastructure powering the future of private markets. Read more here: https://lnkd.in/eWaSpE2s

Excited to see iAltA and our recent acquisition of BridgeFT highlighted in Kitces' Latest in Financial #AdvisorTech roundup & article. As they put it: “It will be worth watching to see what iAltA does from here.” Read more: https://lnkd.in/gbakWEDa We’re just getting started.

𝐃𝐚𝐭𝐚 𝐮𝐧𝐝𝐞𝐫𝐩𝐢𝐧𝐬 𝐞𝐯𝐞𝐫𝐲 𝐚𝐬𝐩𝐞𝐜𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐥𝐢𝐟𝐞𝐜𝐲𝐜𝐥𝐞. We’re excited to share that we at iAltA have acquired BridgeFT, a cloud-native, API-first wealth infrastructure platform that powers data-driven outcomes. “This acquisition directly supports our mission to build a more connected wealth ecosystem,” said iAltA Partner, Bill Crager. “BridgeFT’s data infrastructure is a critical building block”. BridgeFT enables financial institutions, fintechs, and RIAs to simplify their technology stacks, more easily access foundational data, and focus on building differentiated, high-value tools and client experiences. We’re excited to welcome the BridgeFT team and look forward to building together. A strong start to 2026. ++ learn more: https://lnkd.in/gdZstTDX

2025 was a foundational year for iAltA: • We officially launched in early May, announcing $20M in funding from our partners at WestCap • Under our Private Markets division, we introduced our first two acquisitions – Verivend and Betterfront – and are actively in the market with our transaction-centric investor portal for GPs to manage their entire fund lifecycle and better service investors • We hosted and attended key industry events across the Private Market ecosystem • We opened our HQ in Midtown Manhattan • Our team grew nearly 5× • Scott C. Ganeles, Bill Sherman, and Laurence A. Tosi welcomed industry veteran Bill Crager to the iAltA founding team • Several new iAltA operating companies formed — addressing outdated movement of money systems, powering interconnectivity across wealth-technology, uniting key Private Credit participants to build modern infrastructure, and much more — launching soon We’re just getting started. Excited for all that is ahead in 2026! +++ Read about iAltA's launch here: https://lnkd.in/gQi8hZRs Learn more about iAltA's origin story from WestCap Partner, Jaime Vassallo Hildreth: https://lnkd.in/grApwn74 Listen to Bill Crager discuss his decision to join iAltA on Michael Sidgmore's podcast: https://lnkd.in/eyd7qnZA

Excited to share another opportunity at one of the operating companies at iAltA. This role offers the chance to work with a fantastic founding team. For more details, check out the link. https://lnkd.in/ehEDkxWY

iAltA sees the connectivity. iAltA sees the convergence. Hear more from our cofounder, Bill Crager, on Michael Sidgmore's recent Alt Goes Mainstream podcast: https://lnkd.in/eyd7qnZA

Grateful to join Michael Sidgmore on Alt Goes Mainstream. Michael is a leading voice pushing industry conversations forward. Had a great time with him discussing the arc of our industry: from products → portfolios → planning → household advice … and now into something bigger. Everyone’s focused on the convergence of public and private markets, but the real shift is broader. Advice, portfolios, technology, capital, and independent firms themselves are converging, all moving from vertical silos to a horizontal, connected system. The infrastructure has to catch up! This was a lot of fun to do. Thank you Michael Sidgmore 😎