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.

• Automating primary issuance subscription and allocation workflows
• Launching and operating secondary market liquidity programs
• Providing curated marketplace access to alternative investments
• Enabling white-label private markets platforms for intermediaries and wealth managers
• Managing end-to-end co-investment workflows for family office networks

• Primary issuance automation with real-time order status updates
• Embedded secondaries and liquidity transaction infrastructure
• Templum One Marketplace for primary and secondary alternative investments
• White-label deployment capability
• API and hybrid integration options
• Invest Now digital subscription feature
• Real-time analytics
• Regulatory controls and compliance infrastructure
• Trade matching and order management via ATS subsidiary
• Dedicated customer support

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Advisors / Wealth Advisors (RIA).

Dedicated customer support mentioned; specific channels not described.

White-label deployment stated to take approximately 30 days.