Monark

Welcome to Monark - streamline access to alternative asset investments.

Boost Portfolio Returns

Alternative investments, being largely uncorrelated with public markets, offer a unique opportunity for portfolio diversification. Historical data reveals that incorporating alternatives into a traditional 60% / 40% equity / bond allocation could have enhanced annualized returns. Unlock the new 50 % / 30% / 20% equity / bond / alternatives portfolio for your customers.

Democratize Access to Alternative Investments

Despite their significance, alternative investments remain underutilized by individual investors. Monark is committed to bridging this gap, democratizing access to alternative investments for a broader spectrum of investors.

Enhance Your Customer Value

Offering alternative investments can attract customers with a higher wallet share, growing AUC on your platform and creating the ability to cross-sell other products.

Monark Supported Services

Simplified Investment Operations

The infrastructure required to support alternative investments can be complex and costly. Monark streamlines your investment operations, freeing you to concentrate on customer service.

Broadened Investment Offerings

Monark provides access to top tier alternative investments, with any number of curated offerings to best meet your customers needs.

Regulatory Compliance

We navigate the complexities of offering alternative investments, including KYC/AML, accreditation verification, and compliance with regulatory considerations associated with offering investors alternative assets.

Legal Structuring

Legal fees can be expensive and time-consuming. Monark handles this, managing fund formation and operation.

Due Diligence and Relationships

Establishing and maintaining relationships with managers can be challenging. Monark conducts comprehensive diligence processes and manages third-party relationships, saving you time and resources.

Our APIs

Marketplace

Our Marketplace features a selection of premier alternative investments, all easily accesable to Monark, as Monark interfaces with GPs as an institutional LP.

Regulatory Compliance

Monark supports swift verification of your users' KYC and accreditation status if required, ensuring compliance with the Bank Secrecy Act and other applicable regulations.

Documentation

Monark provides subscription documents, disclosures, offering circulars, and all other requisite documentation via API.

Order Management

This feature simplifies the investment and trading process with a click-to-consent mechanism for signing subscription agreements, eliminating the traditional, cumbersome e-signature experience. Monark's API stack enables seamless primary order placement and secondary market trading across a variety of investment opportunities and asset classes.

Reporting

Our platform provides streamlined reporting for customer portfolios, position data, transactions, and our ATS provides a streamlined data feed to CAT, CAIS, ORF and TRACE FINRA reporting facilities.

Founding

Monark Markets, Inc was founded in January of 2023. Monark acquired LEX Markets' software and legal assets in May of 2023, and has since raised $3.6M in venture funding. Monark operates an Alternative Trading System ("ATS") via our wholly owned FINRA member broker-dealer, MMM Securities LLC.