Helix by HL
Helix by TIFIN is an AI-powered assistant designed to empower wealth advisors and wealth enterprises in navigating private markets. It simplifies complex private market data into clear, actionable intelligence, facilitating fund discovery, evaluation, and product implementation. Developed in collaboration with Hamilton Lane, a leading private markets investment manager with over $956 billion in assets under management, Helix addresses challenges such as complex structures, inconsistent data, and limited access to timely fund and manager information. The platform supports advisors by streamlining sourcing, research, and client support processes, helping them to confidently select alternative investments and differentiate their practices. Helix offers solutions for individual advisors and enterprises, leveraging extensive private market data and research to provide precise, insightful recommendations.
Helix by HL
Helix by TIFIN is an AI-powered assistant designed to empower wealth advisors and wealth enterprises in navigating private markets. It simplifies complex private market data into clear, actionable intelligence, facilitating fund discovery, evaluation, and product implementation. Developed in collaboration with Hamilton Lane, a leading private markets investment manager with over $956 billion in assets under management, Helix addresses challenges such as complex structures, inconsistent data, and limited access to timely fund and manager information. The platform supports advisors by streamlining sourcing, research, and client support processes, helping them to confidently select alternative investments and differentiate their practices. Helix offers solutions for individual advisors and enterprises, leveraging extensive private market data and research to provide precise, insightful recommendations.
TL;DR
Product: AI co-pilot for private markets that supports fund discovery, evaluation/due diligence, and product implementation
Founded: 2023
Origin: Joint venture between TIFIN and Hamilton Lane
Funding: Seed — USD 6,000,000 (Dec 2023) led by FINTOP Capital
Headquarters (reported): United States — listed as Boulder (Dealroom) and New York, NY (Crunchbase)
Company Overview
Problem Domain
Private markets investment research and workflows for wealth advisors and institutional wealth enterprises.
Founded
2023
Industry
Private markets / Wealth management
Tech Stack
Funding Track Record
USD 6,000,000
Dealroom lists a post-money valuation of USD 26,000,000 for the round.
Investor Signal
“Seed round led by FINTOP Capital”