Inside the InvestCloud & Apollo partnership on private markets

Overview

Innovation built on trust

Andrew Tarver of InvestCloud and Jake Walker of Apollo trace a four-year build to move private markets from analogue processes to a digital experience inside advisory portfolios. They describe a journey built on trust and hard work across leadership teams, with a single aim: creating a pathway for wealth advisors to access private markets.

The plan starts with InvestCloud to prove what the infrastructure can do, then opens the model to the wider industry. The conversation lands on outcomes: better access for investors, better tools for advisors, and a path that shows how a complex category can become part of everyday wealth.
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I think having a partner you can trust, going on a journey with that partner, is a really important part of any delivery, any transformation, anything that’s difficult. You look for people you can trust."

Andrew Tarver, InvestCloud

We had a vision about this four years ago about how do you get private markets more ubiquitous in the industry? Before we even said anything, we've spent years in drawing rooms on whiteboards, trying to understand what's the best way to transform the industry.

Jacob Walker, Apollo