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.
 
LatticeFi
Investment year:
2022
Founder:
Daniel Yu