iAltA

Grateful to join Michael Sidgmore on Alt Goes Mainstream. Michael is a leading voice pushing industry conversations forward. Had a great time with him discussing the arc of our industry: from products → portfolios → planning → household advice … and now into something bigger. Everyone’s focused on the convergence of public and private markets, but the real shift is broader. Advice, portfolios, technology, capital, and independent firms themselves are converging, all moving from vertical silos to a horizontal, connected system. The infrastructure has to catch up! This was a lot of fun to do. Thank you Michael Sidgmore 😎

A worthwhile listen. Two friends and colleagues I deeply respect -- Bill Crager and Michael Sidgmore -- sat down on Michaels’ podcast Alt Goes Mainstream to discuss where wealth-tech has been, and more importantly, where it’s going. Bill built what very few ever have at Envestnet, and now, at iAltA, we have the opportunity to reshape the industry again, “we've built a lot of verticalization in the industry, but there hasn't been a horizontal answer.” That’s why we are here. We’re focused on building the connective technology that the industry has been waiting for. Listen/watch here: https://lnkd.in/ehD7rCJ3

WestCap portfolio company iAltA welcomes Bill Crager to the founding team! Bill is a pioneer in the wealthtech space - a renowned entrepreneur, co-founder and former CEO of Envestnet, the leading wealth management platform for RIAs. His deep expertise in integrated technology and its power to empower advisors and clients will be instrumental as iAltA builds the future of wealth management at iAltA. Welcome to the team, Bill! Read more: https://lnkd.in/eJ-Rp_RZ

🚀 Industry Movement Alert: Former Envestnet CEO Bill Crager Joins Private Markets Innovation Bill Crager, who led Envestnet through tremendous growth to $5.4 trillion in client assets, has made his next move—joining iAltA Holdings as a founding partner. This WestCap-backed startup is building the digital infrastructure to unify private market systems, addressing one of the wealth management industry's most pressing needs. Why this matters for RIAs: ✅ Signals continued institutional focus on private markets accessibility ✅ Demonstrates the convergence of wealth management and alternative investments ✅ Highlights the critical need for better technology infrastructure in private markets Crager's move to iAltA, alongside founders from Carson Group and former Ipreo executives, represents a powerhouse team tackling the intersection of wealth channel growth, expanded private markets access, and next-generation technology applications. http://spr.ly/6045AsL8f Speaking of private markets innovation... Join the conversation at RIA Edge: Private Markets on December 4th in New York—the only forum designed exclusively for senior RIA investment decision-makers to engage directly with leading private markets players. This is where the future of alternative investments meets wealth management strategy. Don't miss the opportunity to connect with the innovators shaping tomorrow's private markets landscape. Ready to explore the next frontier in private markets? Register for RIA Edge: Private Markets today. http://spr.ly/6048AsL8C #RIAEdge #PrivateMarkets #WealthManagement #Innovation #AlternativeInvestments #RIA

So excited to welcome Bill Crager to iAltA! His experience in WealthTech and amazing track record founding and building Envestnet are unrivaled. It doesn't hurt that he is also one of the best human beings that I have ever met. We are going to do great things! Let's go, Bill!

I’m very excited to officially welcome Bill Crager to iAltA's founding team. Bill is a true visionary in the wealth management space, and his leadership will help drive the next phase of innovation across wealth, solutions, and technology. iAltA is the continuation of a journey I began over 30 years ago - building and investing in modern infrastructure that connects and empowers market participants. Along the way, I’ve had the privilege of working alongside first-class operators and leaders, and Bill is no exception. We’ve assembled the right team to drive lasting impact. More to come soon.   Learn more: https://ialta.com/ Read more: https://lnkd.in/eR2WavfP

Bill Crager, welcome to iAltA Holdings founding team!  Bill is a seasoned entrepreneur with an impressive track record, co-founder and former CEO of Envestnet, the leading wealth management platform for RIAs. In this new executive leadership role at iAltA, he will be focused on developing products and solutions that deliver intelligent connectivity across the wealth advisory ecosystem. Bill has a deep understanding of how integrated technology can empower advisors and their clients -- which will be incredibly valuable to what we’re building at iAltA. Our co-founders, Scott C. Ganeles, Bill Sherman, and Laurence A. Tosi are very excited to have Bill on board! Read more: https://lnkd.in/eJ-Rp_RZ

iAltA and our partners at WestCap had the special opportunity to view the Nasdaq closing bell this week — and even better, we shared the moment with the next generation of talent: our wonderful interns and analysts. Big thank you to Nasdaq for hosting us!