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Crystal Investment Advisors
Crystal Investment Advisors provides an alternative investment platform that enables financial advisors, wealth managers, and institutional clients to access, build, and manage private equity, private credit, and hedge fund portfolios. The platform handles the full lifecycle of alternative investments, including manager sourcing, due diligence, electronic subscriptions, portfolio analytics, and ongoing operational maintenance.
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Crystal Investment Advisors at a glance
Crystal Investment Advisors is a financial services company. Xcout tracks 9 named people at Crystal Investment Advisors, including Steven Brod (Senior Partner, Chief Executive Officer, Chief Investment Officer).
Crystal Investment Advisors leadership
- Steven BrodSenior Partner, Chief Executive Officer, Chief Investment Officer
- Karishma ChopraChief Operating Officer
- Michael HoyerChief Financial Officer, Chief Compliance Officer
- Salomon GorinChief Technology Officer, Chief Information Security Officer
- Natalie BrodSenior Partner, Chief Marketing Officer
- Vladi YurovskySenior Vice President, Investor Relations
3 more named people on record for Crystal Investment Advisors, with roles, board committees and tenure — see the full roster →
Crystal Investment Advisors competitors
A few of Crystal Investment Advisors's closest competitors — see the full list of competitors and alternatives →
Empowered Funds provides a turnkey, white-label exchange-traded fund (ETF) platform that helps asset managers, registered investment advisors, hedge funds, and family offices build, launch, and manage ETFs. The company also specializes in facilitating tax-free conversions of separately managed accounts, mutual funds, and hedge funds into the ETF structure.
Credo Capital Partners is a global wealth management business that provides investment solutions, asset management, and platform services. It serves private clients, financial intermediaries, and regulated investment firms by offering wealth building, portfolio modelling, global custody, and reporting.
Allocate provides an infrastructure platform and operating system for private markets, serving wealth advisors and asset managers. The company offers solutions for portfolio management, reporting, custom fund and SPV infrastructure, and access to curated institutional-quality investment opportunities across venture capital, growth equity, buyout, and private credit.
Beneficient operates as a technology-driven financial services provider, specializing in delivering liquidity solutions to entities within the alternative asset market. The company manages the AltAccess platform, a comprehensive digital ecosystem designed to facilitate the entire spectrum of alternative asset management, from transactions to secure custody and detailed analytics. This secure, end-to-end platform features several integrated components: AltLiquidity: A cybersecure online tool for sourcing and arranging alternative asset liquidity. AltQuote: A valuation tool providing real-time pricing for alternative assets. AltCustody: For digitizing and tracking alternative asset portfolios. AltData: Consolidating investment analytics and data for insightful alternative asset management. AltTrading: Offering a dedicated trading environment. Beneficient caters to a diverse clientele, including affluent individual investors, small to mid-sized institutional investors, family offices, and general partners of various funds. The company is headquartered in Dallas, Texas.
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
Innocap provides institutional allocators with a dedicated managed account platform to structure, access, and oversee alternative investments. Headquartered in Montreal, Quebec, Canada, the firm employs a substantial workforce in financial services.
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More on Crystal Investment Advisors in Xcout Intel
- 9 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access