Everything you need to offer alts

Gridline gives advisors the tools to deliver private market solutions that match the sophistication of institutional platforms, without the operational burden.

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Trusted by firms like yours

Larry Cummings

Partner

GENCapital Advisory Partners

“It’s surprising no one had fixed how painful it was to manage investor relationships and fund operations, especially with efficiency being so important to clients. Gridline filled the gap everyone else danced around. Now I can focus on strategy and portfolio design, not chasing documents or cleaning up reporting.”

Investment advisory services offered through Main Street Financial Solutions LLC

$4B

AUM RIA

Scale with confidence
and stand out

Launch custom products, enhance portfolio oversight, or automate back-office workflows.

Launch bespoke alts strategies under your brand

Deliver your own private market offerings, feeders, co-invests, SMAs, or multi-manager portfolios, all under your brand. Gridline handles the structuring, entity formation, administration, and compliance behind the scenes.

Value: Deliver differentiated, high-value strategies under your own brand, without the operational lift typically required to offer private market solutions.

Deliver greater transparency, insights, and value

Track private investments in real time and turn fragmented data into clear, actionable insights for your clients. Gridline connects fund performance, capital flows, and exposures in one place.

Value: Elevate your client experience with clear, consolidated insights into private market exposure, helping you retain and grow key relationships.

Automate workflows and scale without the overhead

Gridline automates the most painful parts of alternative investing, from manual data entry to investor education and compliance.

Value: Automate previously manual workflows, improve data accuracy, and reduce time spent on compliance, so you can serve more clients with less overhead.

of advisors say that offering private markets helps them differentiate their practice.

Cerulli Associates, Adapting to Growing Private Markets: A Playbook for Practice Success (with Invesco and IWI, 2023).

of advisors say offering private markets helps attract HNW clients.

Cerulli Associates, Adapting to Growing Private Markets: A Playbook for Practice Success (with Invesco and IWI, 2023).

Ready to transform your advisory practice?

Join leading RIAs who are already using Gridline to deliver institutional-grade private market solutions.

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Everything you need to offer alts

Launch custom, branded funds — fast

Deliver sharper insights and protect your book

Simplify operations and automate with AI