Helix by HL

Step into a world where AI meets private market expertise. Helix simplifies the complexities of private markets, offering intuitive tools and exclusive data to guide your investment strategies with confidence. #PrivateMarkets #WealthManagement #AI #HamiltonLane #FinancialAdvisors #InvestmentStrategy

Are you in Los Angeles for ALTS LA? Join us today (3/18) at 2:40 pm PT at Roundtable 18 in Wilshire Room 1. Steve Snyder, Carmen Elio, and Ali Rezvan are hosting a discussion on AI & Data: Transforming access and decision making in Private Markets.

Will you be attending the ALTS LA conference next week (March 17-19)? Stop by to meet our team: Steve Snyder, Carmen Elio, and Ali Rezvan. By transforming vast datasets into actionable intelligence, Helix simplifies private markets research, product sourcing, and due diligence, enhancing decision-making and empowering you to unlock new opportunities with confidence and ease. Come by and see Helix in action! #ALTSLA #PrivateMarkets #AI #WealthManagement #AlternativeInvestments Won't be there, but curious to learn more? Schedule a demo here: https://lnkd.in/g4XQ9-Fa

Blue Vault and Helix by HL are joining forces! We are excited to announce a?partnership today that will usher in a new era of clarity and accessibility to alternative investments, leveraging AI to deliver data in a way that’s never been done before. This isn’t just an enhancement—it’s a revolution in how wealth advisors conduct due diligence. We’re not just offering data; we’re empowering advisors to navigate complex private markets with unprecedented precision and insight. Visit our website to read the press release: https://lnkd.in/ePfstqi6 #PrivateMarketInvesting #AIInnovation #WealthAdvisors #FinancialTechnology #HelixAI #BlueVault #PrivateMarkets #BetterWealthOutcomes #AlternativeInvestments?

Helix by HL and Blue Vault: Elevating Private Market Investing with AI and Data In a world where private market investments are often complex and opaque, the partnership between Helix and Blue Vault is not just a step forward—it's a leap. By integrating Helix’s cutting-edge AI capabilities with Blue Vault’s comprehensive data, we’re transforming the due diligence process for wealth advisors and family offices. This isn't about following trends; it's about setting them. We’re pushing boundaries to provide advisors with the tools they need to make smarter, faster, and more informed decisions. The future of private market investing is here, and it’s more transparent, efficient, and data-driven than ever before. Read the press release here: https://lnkd.in/eb2eCgZe #PrivateMarketInvesting #AIInnovation #WealthAdvisors #FinancialTechnology #HelixAI #BlueVault #PrivateMarkets #BetterWealthOutcomes Vinay Nair Rob Pettman Stacy Chitty Steve Snyder Carmen Elio Stacy Carter Tom Van Horn Jeannette Freedman Kuda Brooke Juniper Marc McDonough, Paul Lussow

?? The Future of Alternatives in Wealth Management ?? Great Insights from Financial Advisor IQ on how the wealth management industry is evolving to meet the growing demands of navigating private markets. At Helix by HL, we see the industry moving into the second phase of "democratizing" private markets: ??Phase I: Greater access through innovative fund structures, robust Fintech marketplaces, and significant investment in distribution within the wealth channel ??Phase II: Empowering wealth managers to scale and differentiate their alternatives business by enhancing research, refining product selection, and embracing strategic allocation. As Michael Bell puts it "?????????? ???? ????????????, ??????????????????, ?????? ???????????????????? ... ???????? ???? ?????? ?????? ???? ?? ???????????????????? ???????????????? ???? ?????? ???????????? ???????????????????? ??????????????????." We are excited to play a part in shaping this next chapter, as we continue our mission to simplifying private markets. https://lnkd.in/dh7tpFwk

Our President, Rob Pettman, sat down with Wealth Solutions Report to discuss how AI is transforming wealth management and address the current state of adoption. "The question isn’t whether AI will redefine wealth management—it’s how. By streamlining processes and enhancing personalization, AI is unlocking new opportunities for firms and their clients." As AI adoption grows, firms are embracing its potential to drive smarter solutions, deeper client relationships, and meaningful industry change. https://lnkd.in/gYt7tzdv

At Helix by HL, we love this report because it highlights exactly why alternatives are becoming indispensable in wealth management - and how we can help advisors navigate this transformation. ?? What’s Working: ? Adoption is Soaring: 92% of advisors already allocate to alternatives, with 91% planning to increase exposure. ? Technology is Driving Scale: Tools like portfolio construction software and model portfolios (used or considered by 77% of advisors) are making alternatives more accessible and efficient. Where the Industry Needs to Grow: ?? Simplify Operations: Administrative burdens remain a top challenge for nearly 50% of advisors. Streamlined workflows and less paperwork are essential. ?? Enhance Due Diligence & Access: Compliance concerns and education gaps persist. Broader standardization and transparency are needed across the alts landscape. How is your practice adapting to these trends? Let’s discuss! #AlternativeInvestments #WealthManagement #Innovation #HelixByHL #PortfolioStrategy #CAIS https://lnkd.in/ebpgeVrG

??? How Technology is Transforming Private Markets: In a recent podcast, Louis Diamond spoke with Stephen R. Brennan at Hamilton Lane, about how private markets are evolving and the role of technology in this transformation. Platforms like iCapital and CAIS are streamlining access for advisors, while Innovators like TIFIN are leveraging AI to bring cutting edge solutions to Wealth Management. Key insights: ?? Technology is democratizing private markets, making them accessible to high-net-worth investors with lower minimums and enhanced liquidity. ?? Tools are simplifying education, due diligence, and investment processes for advisors, empowering them to better serve clients. ?? The shift toward inclusivity is reshaping wealth management, creating new opportunities for advisors and investors alike. Private markets are no longer exclusive—they're becoming essential. https://lnkd.in/en7_bCzA

We are excited to welcome Carmen Elio to our team as our new Chief Revenue Officer!