Overlay Capital forms partnership with AltExchange Partner
Other - MAY 30, 2024

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Overlay Capital forms partnership with AltExchange Partner

by Released

Overlay Capital and AltExchange form a strategic partnership to provide RIAs access to Overlay Capital’s range of private investment opportunities with secular themes that include sustainable innovation, supply-chain resilience, and energy independence, as well as next-level comprehensive, automated digital reporting for all investments.

This partnership allows RIAs to diversify their clients’ portfolios with access to unique alternative investment opportunities without management and reporting complexities. AltExchange’s award-winning automation technology allows advisors to provide an unmatched alternative investment experience for their clients and differentiate with true transparency and insights.

With AltExchange, Overlay Capital’s RIA partners and clients can now experience:

Real-time reporting and consolidation of Overlay Capital investments. Historical reporting on existing investments. Automatic collection of investment t
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