Alts2Wealth Activity Continues to be Robust

Here is a quick summary of recent Alts2Wealth activity:

• Altruist launches fully integrated alternatives capabilities in partnership with Blackstone, KKR, JPAM

• Franklin adds alternative assets models with Corastone

• RFG partners with iCapital for alternatives

• Morningstar partners with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch public/private model portfolios

• Stepstone and PitchBook launch private asset benchmarking product

• Robinhood's Venture Fund I (RVI) is up 78% from issuance last March, if anyone is watching. Although it is off over 40% from it's high.

Knote: Just about everyone has Alts2Wealth on their 2026 roadmap and we are starting to see people executing. Let's hope the money follows.