$23B RIA Summit Trail Selects SUBSCRIBE to
Digitally Transform Alternatives Platform
Summit Trail Advisors, a $23 billion AUM leading ultra-high-net-worth (UHNW)-focused independent registered investment advisor has selected SUBSCRIBE to provide a central operating system for their alternative investments program. The solution will be optimized to enhance the advisor and client experience across the entire investment lifecycle of private market investments.
“As we continue to enhance our client experience, we’re pleased to partner with SUBSCRIBE to streamline and scale our alternative investment workflows. Their alts operating system provides our team greater control and visibility across the entire private markets investment process—from document management to data integration—allowing us to operate with greater efficiency and deliver more value to our clients.”Co-Founder & Managing Partner at Summit Trail
“We have watched the growth of Summit Trail since their launch in 2015. They have designed one of the more operationally thoughtful independent wealth management firms and we are proud to support them as they chart their path forward in alternative investments.”SUBSCRIBE Founder and CEO
About Summit Trail Advisors
Summit Trail Advisors is an independent fiduciary designed and built for ultra-high net worth clients whose complex financial needs have outgrown traditional wealth management. We serve as the outsourced family office and CIO for our clients and partner with them to guide their generational wealth. Now a select network of clients, business partners, and colleagues collaborating on better ideas and solutions, we have the scale to leverage best practices and drive pricing power for our clients, while still creating highly personalized solutions. Founded in 2015, Summit Trail has 10 offices nationally with headquarters in New York and over $23 billion in AUM.
ABOUT SUBSCRIBE
SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund administrators. Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in the world on a single platform.
