“How can we get our fund in front of retail and wealth advisors—with all the different platforms, where do we even start?”

It’s a question heard often from fund managers that want to explore growth beyond traditional channels.

Retail and advisory represent the largest underserved source of capital for alternative investment products. As allocations to alternative assets continue to rise, evergreen funds are uniquely positioned to meet investor demand for access, diversification, liquidity, and structure. Reaching this audience at scale can materially expand a fund’s investor base, diversify sources of demand, and reduce reliance on a narrow set of institutional LP relationships.

Yet despite the clear demand for fund products, broad distribution simply does not exist today.

Existing fund distribution workflows like iCapital and CAIS are not built for scale; each new distribution partner adds incremental operational overhead and time to market, ultimately limiting reach and slowing growth. Managers are forced to juggle bespoke onboarding requirements across platforms, manual subscription and document flows, and fragmented money movement. Attempts to standardize these processes have fallen short of what the investor platforms need because they require investors and advisors to step into separate platforms that are detached from the core user experience.

Monark was built to solve this problem.

Monark provides a single distribution point for managers to access brokerage and advisory platforms, without having to rebuild processes for each one. Instead of integrating separately with every distributor, managers onboard once with Monark and gain standardized access across our current and future partner network.

From a fund manager’s perspective, Monark focuses on what matters most:

• One-to-many distribution: A single onboarding, placement agreement and operational workflow to reach many retail brokerage and advisory platforms. Through existing distribution platform integrations, Monark already provides a single point of connectivity into 50 million brokerage accounts representing $450 billion of AUC, with continued expansion underway.
• Embedded investor experience: Investors and advisors can discover, evaluate, and subscribe to your fund directly within their existing brokerage or advisory platforms. No separate accounts or platforms needed.
• Standardized subscriptions and servicing: Digital subscription flows, integrated money movement, and consistent post-close reporting across platforms. KYC/AML is fully embedded, removing NIGO constraints not solved by existing solutions.

Operational simplicity: Reduced reliance on email, manual signatures, and bespoke processes that increase risk and slow down fundraising.

Through established integrations with brokerage, wealth, and clearing partners, Monark enables managers to efficiently access a broad retail and advisory audience, while keeping operational complexity centralized and manageable.

Monark launched its Pre-IPO SPV marketplace in 2025 and is launching evergreen funds in Q1 2026 with a select group of best in class fund managers. To speak with the Monark team or submit your fund for consideration, please reach out to [email protected] or visit the Monark website to learn more.