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For Wealth Managers, Financial Advisers

Add private market assets to your client portfolios

Mara gives wealth managers the structuring and administrative tools to help their clients invest in private funds and assets.

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  1. 01

    Access to Private Assets

    Help your clients invest in private equity, venture capital, and other alternative assets.

  2. 02

    Differentiate Your Services

    Set yourself apart by offering private market opportunities that most wealth managers don’t provide.

  3. 03

    Leverage Our Expertise

    Private assets lack the connectivity of comparable listed securities and mutual funds and have complex onboarding requirements, which we can help solve for you.

  4. 04

    Streamlined Investment Process

    Use our SPV platform to simplify deal execution and investor management.

  5. 05

    Technology-Driven Efficiency

    Leverage Mara's technology portals to onboard clients seamlessly, ensure regulatory and suitability compliance, manage KYC documents, and showcase opportunities in a frictionless, professional way.

  6. 06

    Enhance Client Relationships

    Deliver unique, high-performing investment options that build trust and loyalty.

We have helped clients of the following wealth managers access private fund and assets

Discover our use case on how fund managers can leverage Mara’s SPV solutions