The next wave of wealth management apps offering pre-IPO deals will create deep & engaging private markets experiences with the Sacra API, including:
- Company profiles with descriptions, industries, founders, legal entities, and more
- Funding rounds round-by-round with price per share
- Revenue charts with models, all embeddable
- News summarized and de-duplicated
- Research reports you can embed or ingest into your AI assistant
Versus the breadth of PitchBook & Crunchbase, Sacra goes deeper on the pre-IPO opportunities that matter most—and we make it easy to get started without a long-term contract.
Email us at founders@sacra.com for a consultation to see whether it's a fit.
Pre-IPO opportunities in wealth management apps
Dorsia, the Four Seasons, Lehman, Brooks Brothers—wealth management apps are popping off and bringing back the 80s with them.
Back in the day, you'd pay Goldman a hefty percentage of AUM to manage your money. along with the service, you'd be renting prestige from the institution and getting access to private, exclusive investment opportunities like being in a members-only club.
Today, Savvy Wealth, Compound, goodfin, UpMarket, Origin, Carry and more offer a luxury app experience along with a business model that charges a much much lower percent of AUM or bypasses AUM-based fees entirely in favor of subscription SaaS.
As part of that luxury and private experience, many of these apps offer private markets investment opportunities to invest in pre-IPO companies and venture funds to their members.
This is where it's key to offer as much data & research as possible.
Rather than feel like the app is pushing opportunities on them to make a quick buck in transactional revenue—the app shares the research & data behind the opportunities so that users & investors can understand them, learn more about them and make an informed decision on whether to invest.
Partnering on data & research for wealth management apps
To an even greater extent than our secondary marketplace customers, wealth management apps tend not to need the 3M+ company coverage of Crunchbase and PitchBook.
We aim to be the very best partner for the new wave of wealth management apps:
- First, we go deeper on the handful of companies you care about—beyond company profile info and funding round data—to actually have highly engaging data and interactive charts on revenue and company performance, with models, news and research that you can embed.
- We make it very easy to get started month-to-month without a long-term contract
- Finally, we'll set up a joint Slack channel with you to bang out any issues & feature requests.
Our API docs are here.
All of the data & research that we have in the Sacra app can be brought into your wealth management app via API both ingesting our data and using our pre-baked embeds to drop it in.
Integrations can happen in less than 1 day and we will deploy engineering resources for you to build what you need to get it done as quickly as possible.
Getting started
Our mission is to bring new participants to private markets by solving the information opacity problem—and empowering developers is a massive part of that of doing that at scale.
Investors on your app will be banging out investments into SpaceX and Anduril in between sips of wine and sessions on the home fitness equipment in no time.
Email us at founders@sacra.com for info and access to the Sacra APIs.
