Deal Technologies is a financial technology company with the mission to build the world’s first impact investing and private markets community at scale, meeting the needs of today’s investor looking for long-term fundamental value, social utility, and broader purpose.
Our platform provides tech-based solutions for financial advisors, fund managers & entrepreneurs who want to engage, collaborate and drive change on a global scale, in real time.
Our platform facilitates deal access and engagement to more people.
Delivering the world’s first investor community at scale powered by an AI driven, cutting edge technology suite.
with like minded professionals via mission driven, impact advisory boards
a strategy or theme to your target communities or global audience
on commitments, deal flow and capital calls. Organize launch parties. Celebrate success.
In partnership with Delio authorized and regulated by the Financial Conduct Authority (FCA)
Access high impact investment strategies, club deals and best-in-class managers
Add your favorites or select from a menu of vetted, high quality funds and deals
Manage all your KYC & onboarding, client visibility and communications
Connect with clients wherever they are, however they want
Total Assets under Management (AuM) rose 12% in 2021, a growth rate well above the 2001-2021 average of 7%. (1)
of investors surveyed considered making a change to their financial adviser over the next 12 months. More than 70% weren’t happy with their current financial adviser (2)
set to change hands globally from one generation to the next over the next few decades (3)
