Sekond Launches Alternative Investment Intelligence Platform for Wealth Management Teams

Sekond has launched its Research Platform to streamline how Registered Investment Advisor (RIA) research teams evaluate and monitor semi-liquid alternative investment funds. By providing a centralized data layer for private credit, real estate, and private equity, the tool aims to remove the structural barriers that often prevent wealth managers from recommending complex alternative products to their clients.

What was announced

The new Research Platform is an extension of Sekond’s intelligence suite, specifically tailored for the due diligence and monitoring workflows of wealth management teams. It addresses a specific friction point in the alternatives market: the reliance on fund managers' marketing collateral or dense SEC filings. Instead, the platform offers an independent dataset covering more than 500 semi-liquid funds and their underlying holdings, spanning asset classes such as private credit, real estate, private equity, and infrastructure. Over the past decade, these funds have become a primary vehicle for wealth advisors to introduce alternatives to their clients, yet the manual burden of data collection has remained a significant hurdle.

The tool allows research teams to build automated watchlists and custom product shelf lists using hundreds of on-demand metrics. These metrics focus on four critical pillars: performance returns relative to benchmarks, illiquidity terms regarding redemption windows, forward-looking risk assessments, and transparency into what the client is actually investing in. To support modern digital workflows, the platform includes one-click exports to Excel and an MCP server, positioning it as a data layer for firms utilizing AI-driven analysis. The goal is to provide research teams with the data necessary to answer specific client queries regarding origination strategies and risk profiles without the manual burden of raw data collection.

"Research teams put hours of serious work into deciding which semi-liquid funds their firm offers. Where firms need the most help is understanding when and how these funds should make their way into clients’ portfolios,"

Rasmus Goksor, Founder and CEO of Sekond

The companies involved

Sekond is an independent technology provider focused on the alternative investments sector. Based in Boston, the company positions itself as a bridge between complex private markets and the wealth management industry. Its primary objective is to improve transparency and access to alternative assets by providing data and analysis that help advisors understand how specific funds operate and generate returns over time. Unlike many data providers that may have ties to fund distribution or management, Sekond emphasizes its independence, catering specifically to the research and advisory side of the market.

The firm combines expertise in private markets with advanced analytics to serve Registered Investment Advisors (RIAs) and wealth management teams who require deeper insight than what is typically available through standard retail investment channels. By focusing on the semi-liquid space—which includes structures like interval funds and non-traded REITs—Sekond occupies a niche within the fintech landscape that targets the growing "democratization" of private equity and credit. The company’s leadership, including Founder and CEO Rasmus Goksor, has developed the platform to address the specific administrative and analytical burdens that have historically acted as a barrier to wider adoption of alternative investments within the RIA space.

What this means

The launch of Sekond’s platform highlights a maturing phase in the "retailization" of private markets. As wealth managers move beyond traditional 60/40 portfolios, the industry faces a significant knowledge gap regarding semi-liquid structures. The pressure is now on RIA research teams to provide institutional-grade due diligence on products that were previously the domain of large pension funds. This announcement suggests that the competitive edge in wealth management is shifting from mere access to these funds toward the ability to provide sophisticated, data-backed justification for their inclusion in a portfolio. It raises the question of whether manual research processes can survive in an increasingly complex regulatory and product environment.