Alternative Investments
Kingswood is constantly searching for unique alternative investment opportunities and the most efficient ways to deliver them to you & your clients.
Dedicated alternative investment platform: Altigo
Information and education through AI Insight
Not sure where to start? Email Douglas Blake, Director of Alternative Investments and Insurance Services: dblake@kingswoodus.com
Team Directory
Douglas Blake
dblake@kingswoodus.com
212-785-0249
Third Party Partnerships
We work with several third-party vendors to help your back office run smoothly. If you have questions about any of them and how they can help your firm, please contact the operations team.
Company: Altigo | WealthForge
Services Provided: Kingswod's dedicated alternative investment platform
Log-in Page: https://www.altigo.io/?referrer=benchmark
Who to Contact for Help: Altigo - clientsuccess@altigo.io or
Douglas Blake at dblake@kingswoodus.com
How to Access: Enroll on the log-in page or contact Altigo at clientsuccess@altigo.com
Company: AI Insight
Services Provided: Information and education on alternative investments
Log-in Page: https://www.aiinsight.com/
Who to Contact for Help: AI Insight Customer Care - (877) 794-9448, Ext. 710 or customercare@aiinsight.com
How to Access: TBD
Company: CAIS
Services Provided: Alternative Investment Platform
Log-in Page: https://tinyurl.com/yv5sxex7
Who to Contact for help:
How to Get Started: Enroll at CAIS: https://www.caisgroup.com/#!onboard=1