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Upgrade Your Alternatives Platform with Gridline

Gridline is the leading turnkey asset management platform, specifically developed for wealth managers and multi-family offices investing in alternatives. 

We provide an efficient, end-to-end solution for building and managing alternative investments without hte operational and administrative burden of handling everything in-house.

Explore the Gridline platform today.
There is no cost or commitment to create an account.

 

To learn more about partnering with Gridline, please tell us a little about yourself.

We handle everything from KYC to K-1.

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Adviser & Client Onboarding

Whether you're new to alternatives or a seasoned expert, we work with your team to ensure you have the knowledge and training to deploy capital confidently.

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Select or Create Your Products

Choose from the investments in our managed marketplace, or work with our team to launch your own custom fund.

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Commit Investments

Create profiles for your clients, then seamlessly commit investments on their behalf. Track the progress through final signatures and fund the investment through our fully digital process.

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Reporting and Statements

Access client documents with real-time reporting, quarterly updates, and annual tax documentation. Our team is here to support you through the entire fund lifecycle.

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Investment vehicles designed to meet any objective.

Direct Funds

Direct Funds

Direct Funds provide exposure to a single underlying fund, allowing investors to back a specific investment thesis. 

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Thematic Portfolios

Thematic Portfolios

Thematic Portfolios are multi-fund products designed to provide diversified exposure to a particular asset class or investment strategy with a single investment. 

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Customized Funds

Customized Funds

Customized Funds allow sophisticated investors to construct their own investment vehicles and manage them via Gridline's best-in-class technology platform.

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Let's have a conversation.