Alternative Investment Technology Platform

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Proteus simplifies access to alternative investments for private wealth clients who are Accredited Investors and Qualified Purchasers:

  • Proteus is a financial technology firm with a platform that simplifies access to private funds — i.e., alternative investments — for private wealth clients who are accredited investors as well as those who are qualified purchasers.
  • The Proteus Platform offers RIAs holistic support for clients looking to diversify their portfolios with alternative investments such as hedge funds, private equity, private credit, real assets, and real estate. 
  • Proteus makes the process of helping your clients invest in Alternative Investments approachable by providing access to the world class managers along with market research, streamlining the administrative burden, and consolidating reports and tax reporting associated with alternative investments.

About Proteus, LLC

Proteus is an alternative investment platform and enterprise solution for high-end wealth advisors.  The platform provides sophisticated access to institutional-quality investment opportunities, including private funds and alternative investment model portfolios which invest across the alternative investment strategy spectrum.  Wealth advisors, on behalf of their Accredited Investor and Qualified Purchaser clients, use the platform to research alternative investment managers and investments, review extensive due diligence materials and construct custom portfolios all on one platform, thereby eliminating significant hurdles and inefficiencies that have plagued alternative investors for decades. Proteus' fully integrated platform is an end-to-end enterprise solution which also provides sophisticated portfolio construction tools, integrated & compliant portfolio accounting and consolidated K-1 processing. 

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Research & Analytics, UHNW Technology
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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.