Bridge and Passthrough Partner on Integrated KYC/AML Compliance
Bridge Alternatives has partnered with Passthrough to integrate KYC/AML compliance into its fund administration platform, making financial crime protection a standard part of investor onboarding. The collaboration combines Bridge’s fund administration expertise with Passthrough’s compliance technology and services
iCapital & Addepar Power J.P. Morgan Private Bank’s Lifestyle Services
9/16 – J.P. Morgan Private Bank has launched “Lifestyle Services” within its Global Family Office Practice, featuring portfolio aggregation and reporting powered by iCapital and Addepar. The platform centralizes portfolio data across custodians and provides a dedicated reporting team, giving clients a consolidated view and detailed analysis of complex holdings.
K1x and Labyrinth Partner to Streamline Nonprofit Compliance
9/16 – K1x, Inc. has partnered with Labyrinth, Inc. to streamline federal and state nonprofit compliance, making it easier for nonprofits and their tax professionals to manage charitable registrations, annual reports, and fundraising disclosures. The collaboration combines K1x’s technology expertise with Labyrinth’s compliance specialization, simplifying reporting processes while extending K1x’s reach beyond its core focus on tax data for alternative investments.
Monark–SecondaryLink Partnership
9/9 – Monark Markets has partnered with SecondaryLink to embed private market data into its “Alts-As-A-Service” infrastructure. The integration gives advisors access to detailed metrics on evergreen funds, interval and tender-offer funds, non-traded REITs, and BDCs—including allocations, holdings, fees, and performance. SecondaryLink tracks over 100 funds and provides secondary market pricing and liquidity insights, now available to Monark clients through standard and advanced data plans.
iCapital Partners with Tangible Markets on Liquidity Solutions
9/8 – iCapital has made a strategic investment in Tangible Markets and formed a partnership to deliver scalable liquidity solutions for alternative investment funds. The initiative will integrate into iCapital’s platform by late 2025, offering auctions, real-time pricing, and portfolio analytics to ease secondary trading across private equity, credit, real assets, and hedge funds. The move aims to address the longstanding liquidity challenge in alternatives, giving advisors and investors greater flexibility to manage and rebalance portfolios.
Hadrius & BridgeFT
9/3 – Hadrius has teamed up with BridgeFT to integrate its AI-driven compliance platform with BridgeFT’s multi-custodial WealthTech API. The collaboration delivers standardized investment data into compliance workflows, enabling automated surveillance, audit-ready reporting, and a privacy-first AI framework to streamline regulatory oversight for investment firms.
Venn by Two Sigma has become an Addepar Premier Partner
The partnership combines Addepar’s wealth management platform, which consolidates complex portfolios, with Venn’s analytics for portfolio construction and risk analysis, giving shared clients a stronger data foundation for manager selection, allocation, risk assessment, and reporting. The full list of Addepar’s premier integrations is here.