Independent Wealth Advisors
Bring your clients private deal access without the overhead.
Sydecar helps wealth advisors and other RIAs execute direct pre-IPO deals to meet client demands. We handle critical compliance, legal, and operational jobs across pre-trade, trade execution, and post-trade, including entity formation, KYC, money movement, legal documents, reporting, and tax through a unified platform so you can run deals seamlessly.
Sydecar helps wealth advisors and other RIAs execute direct pre-IPO deals to meet client demands. We handle critical compliance, legal, and operational jobs across pre-trade, trade execution, and post-trade, including entity formation, KYC, money movement, legal documents, reporting, and tax through a unified platform so you can run deals seamlessly.
Sydecar helps wealth advisors and other RIAs execute direct pre-IPO deals to meet client demands. We handle critical compliance, legal, and operational jobs across pre-trade, trade execution, and post-trade, including entity formation, KYC, money movement, legal documents, reporting, and tax through a unified platform so you can run deals seamlessly.
Why Advisors Choose Sydecar
All-in-One Back Office Support
Manage client investments from a single dashboard. Sydecar handles critical compliance, legal, and operational work, so you can manage trade volume across the life of an investment.
Institutional-Grade Support
Sydecar is the market leader for pre-IPO investment vehicles. Our team of industry veterans has run thousands of deals, from direct investments to layered SPVs and secondaries, and tens of thousands of investors use our platform.
Built for Deal Speed
Private deals move fast, and allocations do not wait. Launch new investment vehicles in less than four hours, then update client profiles and autopopulate subscription documents on their behalf so your clients can e-sign right away.
Seamless Client Experience
Your clients are in good hands with Sydecar, and the relationship stays yours. You are the named manager of every vehicle while we work in the background, and Sydecar never contacts or markets to your clients.
All-in-One Back Office Support
Manage client investments from a single dashboard. Sydecar handles critical compliance, legal, and operational work, so you can manage trade volume across the life of an investment.
Institutional-Grade Support
Sydecar is the market leader for pre-IPO investment vehicles. Our team of industry veterans has run thousands of deals, from direct investments to layered SPVs and secondaries, and tens of thousands of investors use our platform.
Built for Deal Speed
Private deals move fast, and allocations do not wait. Launch new investment vehicles in less than four hours, then update client profiles and autopopulate subscription documents on their behalf so your clients can e-sign right away.
Seamless Client Experience
Your clients are in good hands with Sydecar, and the relationship stays yours. You are the named manager of every vehicle while we work in the background, and Sydecar never contacts or markets to your clients.
Why Advisors Choose Sydecar
All-in-One Back Office Support
Manage client investments from a single dashboard. Sydecar handles critical compliance, legal, and operational work, so you can manage trade volume across the life of an investment.
Institutional-Grade Support
Sydecar is the market leader for pre-IPO investment vehicles. Our team of industry veterans has run thousands of deals, from direct investments to layered SPVs and secondaries, and tens of thousands of investors use our platform.
Built for Deal Speed
Private deals move fast, and allocations do not wait. Launch new investment vehicles in less than four hours, then update client profiles and autopopulate subscription documents on their behalf so your clients can e-sign right away.
Seamless Client Experience
Your clients are in good hands with Sydecar, and the relationship stays yours. You are the named manager of every vehicle while we work in the background, and Sydecar never contacts or markets to your clients.
All-in-One Back Office Support
Manage client investments from a single dashboard. Sydecar handles critical compliance, legal, and operational work, so you can manage trade volume across the life of an investment.
Institutional-Grade Support
Sydecar is the market leader for pre-IPO investment vehicles. Our team of industry veterans has run thousands of deals, from direct investments to layered SPVs and secondaries, and tens of thousands of investors use our platform.
Built for Deal Speed
Private deals move fast, and allocations do not wait. Launch new investment vehicles in less than four hours, then update client profiles and autopopulate subscription documents on their behalf so your clients can e-sign right away.
Seamless Client Experience
Your clients are in good hands with Sydecar, and the relationship stays yours. You are the named manager of every vehicle while we work in the background, and Sydecar never contacts or markets to your clients.
SPV Interactive Demo
Find out for yourself how our SPV product works with this interactive demo. Just provide your name and email address to access!
Our All-in-One Platform Handles:
End-to-end SPV formation
End-to-end SPV formation
Back-office administration
Back-office administration
K-1s and tax filings
K-1s and tax filings
KYC, KYB, and AML checks
KYC, KYB, and AML checks
Entity and trust support
Entity and trust support
Instant banking
Instant banking
Form D and Blue Sky filings
Form D and Blue Sky filings
Quarterly financial statements
Quarterly financial statements
Audit support
Audit support
Contact management
Contact management
In-kind and cash distributions
In-kind and cash distributions
Advisor-managed client onboarding and subscription documents
Advisor-managed client onboarding and subscription documents
Customer Highlights:
Customer Highlights:
Solutions
Resources
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