LatticeFi is a wealth management platform for family offices and independent asset managers to access bonds and other over-the-counter investments that are difficult to trade and non-transparent in pricing versus exchange listed products. This includes alternative investments and pre-IPO opportunities that are difficult to source and price.
LatticeFi works with product providers to showcase curated best-in-class investment opportunities to family offices on one platform that incorporates news, valuation, portfolio management and reporting tools.
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Daniel Yu