Alts to Wealth

The $8 Trillion Opportunity

Alternative asset managers face a historic shift as wealth allocations move from public to private markets. AltsXL is your outsourced partner to turn that movement into real AUM growth.
Start the conversation and see how our experience, relationships, and national distribution team can accelerate your growth in U.S. wealth.
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The Movement Is Underway

U.S. intermediary wealth is surging, and allocations to private markets are already in motion. For alternative managers, the challenge isn’t spotting the $8 trillion opportunity—it’s navigating product, platform, and distribution complexity.
From strategy and positioning to sales and distribution, AltsXL brings the national sales team and business infrastructure to help you capture market share, faster and more efficiently than building alone.

The Inflection Point for
Alternatives in Wealth Management

High-net-worth individuals are growing in number – and demanding more diverse portfolios. As a result, allocations to alternatives are climbing, and the Wealth Management market itself is expanding rapidly. U.S. Intermediary Wealth is projected to grow from $30T to over $60T by 2035, while allocations to alternatives are expected to rise from 3% to 15% – an $8 trillion shift from public to private markets.

The Impact of Alternatives in
U.S. Intermediary Wealth

AUM Growth

+30T

Projected Growth

+8T

Projected Growth

Alternative Allocations

Source: Cerulli, Mercer, and Infosys

Your Outsourced
Wealth Management Team.

We help alternative managers perform efficiently and effectively at every stage of growth. From product to platform to sales and distribution, AltsXL’s turnkey model streamlines success.
Think of us as your outsourced U.S. Wealth Management team – armed with decades of experience, national sales reach, and proven product expertise to help you seize this significant opportunity.

Comprehensive Services, Tailored to Your Stage of Growth

Whether you’re structuring a product, securing platform access, or scaling distribution. AltsXL brings the expertise and execution to move you forward wherever you are in the process.

Built to Enhance Performance at Every Stage

The Leadership and Leverage Behind AltsXL

The partnership that drives client success.

Parker Roy and Jerry Vainisi have partnered since 2010, combining their expertise to create a competitive edge and drive AUM growth across market cycles. From equities to credit to real assets—spanning public and private markets—they have built a lasting presence and delivered proven results. Their partnership continues with AltsXL.

The Partnership That Drives Client Success.

Parker Roy and Jerry Vainisi have partnered since 2010, combining expertise to create a competitive edge and drive AUM growth across market cycles from equities to credit to real assets-spanning public and private markets-they have built a lasting presence and proven results. Their partnership continues with AltsXL.

A Fully Integrated Distribution Partnership

A National Sales Force with Decades of Impact

Through our fully integrated distribution partnership with Vision 4, AltsXL brings you a comprehensive sales and distribution solution across all wealth channels: RIAS, IBDs, Wirehouses, and Private Banks.
With an in-house broker-dealer, strategic consulting, platform development, and national sales, our team brings the knowledge, access, advisor relationships, and full-service distribution needed to succeed in Wealth Management.

The Fast Track to
Wealth Management Starts Here!

Schedule a quick, no-pressure call to learn how AltsXL helps you succeed in Wealth Management.
Prefer to explore first?
Download our brochure and see how AltsXL clears barriers and increases velocity.

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