Advisor / RIA / Family Office
Import client portfolios, source liquidity competitively, find vetted private-market opportunities, and turn a client conversation into a polished brief in minutes.
Bold. Disruptive. Ahead.
The marketplace
for private capital & wealth.
Prelode connects the advisors, family offices, and RIAs serving the world's UHNW households with the lenders, asset managers, and capital sponsors that deserve their attention. One workspace. Every product. Competitive bidding. AI in the loop.
Design-partner beta. ~100 seats. We review every request.
Lender
Receive RFQs that match your underwriting box. Bid in a structured workspace. Track deals from new to close. See where your pricing sits in the market.
Capital Seeker (PE / VC / Direct)
Publish your raise to the most credentialed advisor channel in the country. Gate diligence by accreditation and NDA. Watch the pipeline fill.
$45Tof UHNW investable wealth globally
5,000+independent RIAs and family offices in the US
3 sidesof one marketplace
1 workspacefor the advisor's day