Templum

Private markets investing has historically been burdened by manual workflows, fragmented systems, and high operational overhead that slows down everything from initial allocation to secondary trading. Templum addresses this by providing a digital infrastructure layer that automates the full investment lifecycle for alternative assets, covering primary issuance, secondaries, and marketplace access through white-label, API, or hybrid deployments.

A CFO at a CNBC Top 15 Family Office cited Templum directly as having reduced back-office friction across their co-investment network, allowing the team to shift focus from operational tasks to portfolio analysis and decision-making. That specific use case points to where Templum is most relevant for family offices: firms running co-investment programs, managing external LP relationships, or distributing alternatives to a client base that previously relied on manual subscription documents and spreadsheet-based tracking.

Key capabilities the platform provides include:

• Automated primary issuance workflows with real-time order status and funding calls
• Embedded secondaries infrastructure for launching and scaling liquidity programs
• The Templum One Marketplace, offering curated access to primary and secondary alternative opportunities
• White-label deployment with a claimed 30-day go-live timeline
• SOC II certification and built-in regulatory controls through its FINRA-registered broker-dealer subsidiary

Templum serves investment banks, RIAs, wealth managers, fintechs, and asset managers, meaning family offices are most likely to encounter it as a technology backbone within an existing intermediary relationship rather than as a direct vendor relationship. Pricing is not publicly disclosed, and the platform is oriented toward institutions building or scaling a private markets program rather than smaller family offices seeking a standalone alternatives tracking tool. Firms already distributing alternatives at scale will find the most immediate fit.