Streamline Access to Alternative Investments with CaliberX

Boost Portfolio Returns

Alternative investments, being largely uncorrelated with public markets, offer a unique opportunity for portfolio diversification. Historical data reveals that incorporating alternatives into a traditional 60% / 40% equity / bond allocation could have enhanced annualized returns. Unlock the new 50 % / 30% / 20% equity / bond / alternatives portfolio for your customers.

Democratize Access to Alternative Investments

Despite their significance, alternative investments remain underutilized by individual investors. CaliberX is committed to bridging this gap, democratizing access to alternative investments for a broader spectrum of investors.

Enhance Your Customer Value

Offering alternative investments can attract high LTV customers, foster increased engagement with your platform, extend the LTV of existing customers reducing payback period, and generate a high-margin stream of recurring revenue.

Our Services

Simplified Investment Operations

The infrastructure required to support alternative investments can be complex and costly. CaliberX streamlines your investment operations, freeing you to concentrate on customer service.

Broadened Investment Offerings

CaliberX provides access to top tier alternative investments, with any number of curated offerings to best meet your customers needs

Regulatory Compliance

We navigate the complexities of offering alternative investments, including KYC/AML, accredited investor status verification, and compliance with evolving regulatory standards.

Legal structuring can be expensive and time-consuming. CaliberX handles this, managing fund formation and operation.

Due Diligence and Relationships

Establishing and maintaining relationships with managers can be challenging. CaliberX conducts comprehensive diligence processes and manages third-party relationships, saving you time and resources.

Our APIs


Our Marketplace features a selection of premier alternative investments, each meticulously vetted by Meketa Investment Group who advises on over $1.7 trillion of client assets in various capacities.

Alts Investment Accounts

These specialized accounts are designed for managing orders, positions, and capital calls related to alternative investments.

Regulatory Compliance

Our platform enables swift verification of your customers' KYC and accreditation status if required.

Diligence Hub

This feature provides customers with extensive diligence and educational materials, curated in collaboration with our diligence partner, Meketa Investment Group.


A vault for secure access to accredited verification/KYC, subscription, trade confirmations, and tax reporting documents.

Order Management

This feature simplifies the subscription process with a click-to-consent mechanism for signing subscription agreements, eliminating the traditional, cumbersome e-signature experience. Additionally, our unified API enables seamless order placement across a variety of investment opportunities, including publicly offered, privately offered registered funds, and privately offered feeder funds.


Our platform provides streamlined reporting for customer portfolios, position data, transactions, and capital calls.

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