Templum and FusionIQ Make Investing in Private Markets as Easy as Public Markets
PR Newswire
NEW YORK, Aug. 19, 2025
The partnership broadens access and choice for investors.
NEW YORK, Aug. 19, 2025 /PRNewswire/ -- Templum, the infrastructure powering the future of private markets, and FusionIQ, the leader in digital wealth management, are announcing their partnership to bring highly sought-after investment opportunities natively to the FusionIQ platform. Broadening investor access and choice with private market and alternative securities is a rising requirement as most investors are challenging the time-trusted stocks and bonds investment, leaving low interest rates, volatile performance, and rapidly changing markets in their wake.
"We are excited about giving users of FusionIQ access to private market and alternative investment opportunities, meeting their needs for a network layer with alternatives investing," said Chris Pallotta, Chief Executive Officer of Templum. "FusionIQ is a game changer for wealth managers due to its award-winning technology and integration with the largest and most trusted custodians. The opportunity in the space is more than significant – a recent market survey found the majority of portfolio companies will make essential automation software investments to facilitate broader, streamlined alternatives investing within the next 12 months. Templum is the private markets software designed to meet this demand."
Specifically, the partnership is centered around a tailored configuration of Templum One for FusionIQ, including an automated technology platform for investment workflows, regulatory infrastructure, and supermarket of exclusive private market investments. FusionIQ users will gain seamless access to Templum's technology, to make investing in private markets as easy as public markets.
"FusionIQ's fully-automated, branded platform makes it easy for clients to become independent, digital wealth leaders," said Eric Noll, CEO at FusionIQ. "The Templum platform elevates our investment offerings with private market assets integrated by a modern UI and technology framework. It's going to save RIAs significant time and costs, so they can focus on serving today's clients and/or tomorrow's opportunities."
Templum One's technology framework was built specifically to automate the private markets investment lifecycle workflows in an end-to-end system. Deployment model options include white label, API, or hybrid. The regulatory platform can be configured to include broker-dealer operational services and support and includes a full compliance toolkit. Templum One offers access to a supermarket of the most popular and trending investment opportunities powered by Templum, giving partners the ability to transact in private securities.
The partnership is reflective of the demand for private markets' interest with today's investors and the need for technological infrastructure to support and scale it as referenced by the recent expansion of the SoFi and Templum partnership. According to the survey by Alternative's Watch and Templum, demand for alternative investments is rising, but operational headaches, disconnected workflows, and poor infrastructure limit participation. Nearly 70% of survey respondents have clients that are planning to invest in alternatives in the next 18 months. Templum is the modernization partner for private markets investing.
About Templum
Templum is moving private markets investing forward with the network layer that unifies the entire ecosystem. As a solution partner, Templum provides full investment lifecycle technologies, workflow solutions, and broker-dealer support configurable via white label, hybrid, or API deployments. The Company's two offerings (Templum One and Templum as a Service) are designed to enable private market strategies for TAMPs, RIAs, institutional brokers, banks, fintechs, online brokers, and asset managers. Templum is modernizing the technology backbone and opening access to a broader range of investment opportunities for a growing investor base. The Company's vision is to expand capital markets, making a radical departure from the outmoded technology hindering investments today. Learn more at https://templuminc.com.
All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc. For more information, please visit https://templuminc.com.
About FusionIQ
FusionIQ delivers self-directed and digital advice experiences embedded directly within financial apps and websites. Financial institutions of every size—from banks and credit unions to RIAs and insurance companies—rely on FusionIQ's comprehensive digital investing solutions to rapidly deploy or enhance their wealth management offerings and scale their business. Explore FusionIQ's platform at fusioniq.io.
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SOURCE Templum Inc.
