Wealth Managers

Bring alternatives assets to all clients

Top-tier alternative real-estate funds for your clients

Features and Benefits

Top-tier funds
Our team of investment professionals is laser-focused on finding the most robust and diverse private market offerings. Less than ten percent of the deals we review make it to the platform.
Fully digital
Our entire investment process is digital — from onboarding and document signing to deposits and reporting. You can even invest on behalf of your clients and provide them with a seperate access on openstone.com
Access
We are able to offer far lower investment minimums, typically €1'000,  than are typical for the asset class, enabling a broader group of advisors to access private markets for their clients.
Dedicated support
Openstone can train your team and support your business with marketing, dashboards and reporting to ensure your clients get the right information before making their decision.
Feeder Fund structuring
Openstone handles all the legal and operational aspects of distributing private market funds — saving your team precious resources and time.
Access materials
Your team and your clients gain access to Openstone’s library of fund materials, white papers and exclusive webinars to help them make informed investment decisions.

Why Openstone

As many advisors are shifting to a three-dimensional portfolio across stocks, bonds, and alternatives, we help your clients access our curated, evolving menu of alternative real estate funds. In particular Openstone lowers the barrier to access thanks to our feeder structure. That's called a true democratization.

Learn more
Our real estate-focused offering and approach to alternative investments truly differentiates us.

Not only do we enable you to exploit opportunities that are unavailable in the public markets,
we also enable you to access them through a variety of structures.

Get started in three easy steps :

1. Register on our portal

In order to work with us you need to be a registered financial advisor.

2. Access investment opportunities

We select fund managers who have compelling strategies and strong track records.

3. Invest

Submit your clients KYC and information to ensure adequate financial advice is provided.

How we serve you

We are dedicated to helping individuals and their families preserve and grow their wealth.

Contact Us
Objectivity

We select alternative real estate fund managers from across the marketplace based on their merits and our due diligence.

We start with a top-down approach, pursuing themes that we believe have multi-year investment potential and managers whose strategies offer suitable thematic exposure. To do this, our research analysts cover hundreds of managers and conduct rigorous investment and due diligence reviews on potential candidates. We then work with you to select the opportunities appropriate for your clients' risk, return and liquidity goals.

Customization

We believe clients should have many different ways to access alternative investment strategies.

We offer single-manager funds if you seek to express a particular view or pursue a particular strategy. We also working hard on offering fund-of-funds for broad-based exposure as well as custom portfolios for tailored access. In addition to standard funds, we offer investment clubs and co-investment deals.

Exclusivity and Innovation

Openstone is the only platform enabling the access of alternative funds with low minimums accessible to all investors.

As the weight of public markets keeps on decreasing and notably fail to reflect the economy as a whole, alternative have an even greater role in all investors portfolios. Openstone is here to help your clients achieve this diversification.

Important information
Openstone is a brand of Innovative Finance SAS, a French corporation registered under no 901549766. Innovative Finance is a registered Financial Investment Advisor (CIF) listed with the Organization for the Single Register of Intermediaries in Insurance, Banking and Finance (ORIAS) under number 23002459. You can check this registration on the ORIAS website, https://orias.fr. Innovative Finance is a member of the National Chamber of Wealth Management Advice (CNCGP), an association approved by the Financial Markets Authority (AMF) whose mail address is: 17, Place de la Bourse 75082 Paris cedex 02 and internet address : www.amf-france.org

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in significant losses.


Alternative investments in private placements are highly illiquid, speculative, and involve a high degree of risk. Past performance is not indicative of future results. Investors may not get back their money originally invested and those who cannot afford to lose their entire investment should not invest. Prior to investing, carefully consider the respective fund documentation for details about potential risks, charges, and expenses. The value of an investment may go down as well as up. An investment in a private equity ("PE") fund or investment vehicle is not the same as a deposit with a banking institution. Investors receive illiquid and/or restricted membership interests that may be subject to holding period requirements and/or liquidity concerns. Investors who cannot hold an investment for the long term (at least 10 years) should not invest. In the most sensible investment strategy for PE investing, PE should only be part of your overall investment portfolio.