Founded in 2013, Axxcess Platform empowers Registered Investment Advisors (RIAs) and other financial intermediaries with a comprehensive, end-to-end technology and services platform. The company's mission is to democratize access to institutional-quality alternative investments, alongside traditional assets, through a unified platform. They offer tools for proposal generation, portfolio management, reporting, and billing, aiming to streamline operations and enhance the capabilities of independent financial advisors.

Founded in

United States