WeAlt Proposition — Private Market Investing, Made Simple

A Platform Designed to Empower Wealth Managers — completely free to use, and we pay for capital placed.

At WeAlt, we handle the heavy lifting — sourcing exclusive deals, conducting rigorous due diligence, structuring investments, negotiating pricing, and delivering transparent reporting.

Flexible investment sizes? No problem. Our platform pools demand seamlessly across your network, protecting you and your clients’ data privacy at every step. Think of us as an extension of your team.

Unsure what your clients want? Our AI-powered demand discovery tool identifies and documents client preferences, helping you tailor opportunities effortlessly.

Concerned about liquidity? Our secondary market and tokenisation features provide flexible exit options, so your clients aren’t locked into long-term commitments.

Need help presenting deals? We package and co-deliver investment opportunities with you, providing end-to-end support. Plus, our live chat is always available to guide you through the process.

Stay connected with our desktop app. Monitor client demand, track portfolio performance, and discover the best deals for the right clients — all in real time, without the hassle of multiple logins. WeAlt is designed to make your workflow seamless and efficient.

Highlights

Free for Wealth Managers; performance-aligned compensation on invested capital
Institutional-grade diligence and structures
Privacy-preserving demand pooling and matching

WeAlt Team

Founders and leadership

Grant Bergman

Commercial & Strategy

Serial entrepreneur with numerous successful exits
Fund manager — 2× high-growth funds
20+ years global investment banking experience
3× Head of team for major banks & wealth managers

Beth Bell

Finance & Partnerships

Head of Alternatives for UAE Wealth Manager
CIO for UAE Family Office
2× CFO for global startups
Diverse consultancy, diligence & accountancy background

Sebastião Silva

Technology & Product

Tech-lead at major tech businesses — most recently Hala Payments
15+ years of hands-on software engineering
Expert in building high-performing tech teams