Pennsylvania-based Alternative Investment Exchange (AIX), a digital platform focused on improving the process for investing in alternatives, has announced a partnership with Carter Funds, a fully integrated real estate acquisition, fund management and property management company headquartered in Florida.
AIX helps advisers, broker-dealers, asset managers, agents and custodians streamline operations through a combination of automated processes, customizable workflows and data integration.
The company recently reported year-over-year increases through third quarter 2024, with a quadruple increase in purchase assets under management facilitated, a triple increase in trade volume, a 60 percent increase in transacting fund sponsors and a 25 percent increase in transacting adviser firms.
With more than approximately $3 billion in assets under management through its affiliated companies (Carter Multifamily, Carter Exchange, Aphorio Carter and Allegiant-Carter Managemen
