Monark B2B Brokerage Integration

This distribution strategy turns private markets from a retail acquisition problem into an infrastructure integration problem. Instead of persuading investors to open yet another account, Monark plugs into firms that already hold client cash, run onboarding, and have compliance approvals in place. That makes the product feel like one more button inside an existing brokerage or advisor workflow, which is much faster to launch and much easier for end investors to use.

• The practical advantage is that investors can fund private deals from cash already sitting in a brokerage account, without a separate signup flow. Monark handles suitability checks, money movement, reporting, and in some cases custody, so the partner does not need to build a new private markets stack from scratch.
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• The channel advantage is that ViewTrade already operates brokerage and custody infrastructure across 30 plus countries, and Monark can ride that network instead of negotiating each market one by one. The same logic applies with Apex and Altruist, which already aggregate brokerages and advisors on shared infrastructure.
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• This is also how Monark gets supply. An issuer or fund is more likely to work with one API that reaches many brokerages than with a standalone app with limited traffic. That is the same playbook used by larger infrastructure firms like iCapital and CAIS, which win by sitting inside advisor and custodian workflows, not by owning the end investor relationship.
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The next step is deeper embedding into custodians and advisor platforms, where private assets sit beside stocks, ETFs, and model portfolios in one account. If that happens, the winners in private markets will look less like consumer marketplaces and more like back end rails that many wealth platforms quietly depend on.