Asset ManagerRIA · CRD 340352Exempt Reporting AdviserPrivate Fund Adviser

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Templum

Templum is an investment solution that modernizes how private markets and alternatives work across the ecosystem. Its solutions automate and streamline the...

Templum

Templum is an investment solution that modernizes how private markets and alternatives work across the ecosystem. Its solutions automate and streamline the end-to-end lifecycle of alternative investments, with a marketplace, real-time analytics, security and regulatory controls, and dedicated customer support. Templum is the network layer for private markets, connecting asset managers, advisors, and investors in the Templum One Marketplace.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Miami Beach

Corporate office

New York, United States

Principals

Christopher Pallotta

Founder and CEO

Raelan Lambert

Managing Director and Chief Commercial Officer

Rebecca Wilde

Managing Director, Revenue & Partnerships

Sector focus

FinTechPrivate CreditInfrastructure

Frequently asked questions

What does Templum do?

Templum provides a technology platform that automates and streamlines the end-to-end lifecycle of private market and alternative investments. Its solutions cover primary issuance, secondaries and liquidity, and a unified platform called Templum One. The firm serves investment banks, broker-dealers, wealthtech providers, RIAs, wealth managers, fintechs, asset managers, issuers, intermediaries and service providers (per Templum's website).

Who does Templum serve?

Templum targets a broad range of financial intermediaries, including investment banks, broker-dealers, wealthtech providers, RIAs, wealth managers, fintechs, asset managers, issuers, intermediaries and service providers. The firm's technology is designed to help these clients capture the rising demand for private markets and alternative investments (per Templum's website).

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