Helix by HL is an AI assistant that provides wealth advisors with immediate, actionable insights into private market investments by leveraging a comprehensive database of over 58,600 funds. It addresses the complexity of private markets, enabling advisors to communicate effectively with clients and streamline their investment research processes.
Funding
$6M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Wealth advisors face challenges in navigating the complexities of private markets due to a lack of standardization and difficulty accessing timely fund and manager information. This makes it difficult for advisors to incorporate private market investments into client portfolios. Selecting alternative investments is time-consuming, requiring advisors to source products, conduct research, and provide client support.
Solution
Helix by HL is an AI-powered assistant that simplifies private market investing for wealth advisors. By leveraging a comprehensive database of over 58,600 funds, Helix transforms complex private market data into clear, actionable intelligence. The platform provides immediate insights and answers to private market questions in plain English, enabling advisors to approach client communication and investment questions with confidence. Helix helps advisors save time and resources on discovery and diligence in private markets, empowering them to navigate private markets with confidence.
Target Audience
The primary users are wealth advisors and wealth enterprises seeking to simplify private market investing and navigate it with confidence.
Features
- Conversational AI experience that answers private market questions and generates insights.
- Access to information on over 58,600 funds powered by Hamilton Lane’s database.
- Ability to source new deals by locating and sorting through available or approved funds across disparate data sources.
- Streamlined research process for new managers or funds across PPMs and offering documents.
- Tools for generating memos and answering client questions about alternative investments.