LatticeFi is a wealth management platform that develops technologies to empower financial advisors and family offices. The platform focuses on creating tools for transparency and liquidity for over-the-counter (OTC) products such as bonds and private investments. In the future, the firm plans to operate independent liquidity pools for both traditional and digital alternative assets within its ecosystem. Private investments and OTC assets are illiquid in nature due to the asymmetric information bias against the buyer and subsequent lack of market participants. Investors often encounter difficulties finding historical prices, trading history and readily available company comparable. LatticeFi endeavors to mitigate these factors by aggregating data from various sources and standardizing the information presented to investors to facilitate better decision making. Another key factor in the illiquidity of OTC assets is the wide bid-offer price between sellers and buyers. LatticeFi has developed a system to allow family offices and accredited individuals to participate in volume match auctions, where an AI-driven fair mid-price is set and participants only focus on the size and direction of the trade. By eliminating the bid-offer, a large negative and restrictive psychological barrier is removed. This process is difficult and cumbersome manually, but can be accomplished through a platform of connected investors. Bonds are the first category of OTC assets LatticeFi has enabled on the platform. Clients can now view bond prices, compute yields, find company comparables, create watchlists and alerts, and monitor company related news.
Furthermore, the platform’s portfolio management system will allow clients to view their aggregated OTC investment positions. Future OTC assets will include private secondaries, pre-IPO deals, and alternative digital assets. The valuation of these assets will be actively updated through a series of systematic news and database searches. LatticeFi is where innovation meets execution. We believe by building an ecosystem of family offices and asset managers, a deeper pool of liquidity can be created for alternative investments. It is LatticeFi’s goal to empower clients through better information, analytics and portfolio management tools, so they may be more confident in making investments in alternative investments.