This startup provides an alternative investment platform that enables individual investors to access opportunities in private markets, including venture capital, private credit, and real estate. By offering educational resources and decision-making tools, the platform facilitates broader participation in the traditionally exclusive alternative investments sector.
Funding
$610K 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
Individual investors often lack access to alternative investment opportunities, such as private equity, private credit, real estate, and hedge funds, which have traditionally been available primarily to ultra-high-net-worth individuals and institutions. High investment minimums, fragmented access, and manual processes further restrict broader participation in these markets.
Solution
Obsiido provides a digital investment platform that enables Canadian private wealth, including accredited investors and family offices, to access professionally managed alternative investment solutions. The platform offers turn-key and custom portfolios that allocate to leading global and Canadian alternative investment managers across various asset classes. Obsiido streamlines the investment process through digital onboarding, account opening, and transacting, while also providing educational resources and investment insights to guide investors. Obsiido's technology solutions also serve financial advisors and fund managers by digitizing alternative investment workflows, client onboarding, and lifecycle management.
Target Audience
Obsiido serves Canadian private wealth, including accredited investors, family offices, financial advisors, investment dealers, and fund managers seeking to access and manage alternative investments.
Features
- Digital investment platform providing access to alternative investments for qualified private investors
- Multi-asset class portfolios including private equity, private debt, private real assets, and hedge funds
- Turn-key and custom alternative investment solutions managed by experienced investment professionals
- Digital client onboarding, account opening, and transacting
- Educational resources and investment insights through the Learning Hub
- Technology solutions for financial advisors and fund managers to streamline alternative fund distribution and client management
- Obsiido Client Core: A white-labeled digital solution to streamline client onboarding, transacting, reporting and initial and ongoing compliance obligations.
- Obsiido Pro: A unified alternative investments solution that combines sourcing, research, diligence, modelling, transacting and reporting features into a single cloud-based application.