KOLADEN UNLOCKS LIQUIDITYKOLADEN UNLOCKS LIQUIDITY
The AI-native financing platform for modern wealth advisors and their clients.
KOLADEN UNLOCKS LIQUIDITYKOLADEN UNLOCKS LIQUIDITY
The AI-native financing platform for modern wealth advisors and their clients.
KOLADEN UNLOCKS LIQUIDITYKOLADEN UNLOCKS LIQUIDITY
The AI-native financing platform for modern wealth advisors and their clients.
Institutional lending solutions built for the modern wealth advisor.Institutional lending solutionsbuilt for the modern wealth advisor.
Securities Based
Made for concentrated and diversified portfolios, including collar advances and box spreads.
Real Estate
Mortgages and home equity lines of credit to create flexibility on non-cash flowing property assets.
Private Markets
Often times the winning position in a large portfolio, now opened up for liquidity before an IPO.
Institutional lending solutions built for the modern wealth advisor.Institutional lending solutionsbuilt for the modern wealth advisor.
Securities Based
Made for concentrated and diversified portfolios, including collar advances and box spreads.
Real Estate
Mortgages and home equity lines of credit to create flexibility on non-cash flowing property assets.
Private Markets
Often times the winning position in a large portfolio, now opened up for liquidity before an IPO.
Institutional equity monetization, built for modern wealth.Institutional equity monetization,built for modern wealth.
Securities Based
Made for concentrated and diversified portfolios, including collar advances and box spreads.
Real Estate
Mortgages and home equity lines of credit to create flexibility on non-cash flowing property assets.
Private Markets
Often times the winning position in a large portfolio, now opened up for liquidity before an IPO.
Balance Sheet
$5.3M Total Net Worth
401k
Stock
Real Estate
Cash
Concentrated stock at 70% of allocation.
Integrated with your portfolio tools.
Flag opportunities automatically and explore lending options in a few clicks.
Offers Received
90 bps spread across multiple lenders
Liquidity offers in hours, not weeks
Request and review competitive terms from multiple lenders, in one simple view.
Liquidity offers in hours, not weeks
Request and review terms from multiple lenders, in one simple view.
Firm compliance records…
⌘K
External lender communication
48 deal threads archived & retained
Pending firm response
4 quotes awaiting your teams response
Suitability documentation
1 deal missing suitability review
Flagged for review
2 deals under review for rate parity
Fiduciary tools built into every step
Automated compliance and recordkeeping, integrated with your firm's existing tools.
Fiduciary tools built into every step
Automated recordkeeping, integrated with your firm's existing tools.
Firm compliance records...
⌘K
External lender communications
48 deal threads archived and retained
Pending firm response
4 quotes awaiting your team's response past 7 days
Suitability documentation
1 deal missing documented suitability check
Flagged for review
2 deals under review for fee and rate parity
Forecast
In progress
New
5 deals moved to closing
Balance Sheet
$5.3M Total Net Worth
MSFT
Alts
Real Estate
Cash
Concentration level at 70%
Firm compliance records...
⌘K
External lender communications
48 deal threads archived and retained
Pending firm response
4 quotes awaiting your team's response past 7 days
Suitability documentation
1 deal missing documented suitability check
Flagged for review
2 deals under review for fee and rate parity
Forecast
In progress
New
5 deals moved to closing
Balance Sheet
$5.3M Total Net Worth
MSFT
Alts
Real Estate
Cash
Concentration level at 70%
Who we Support
Access for those who dare to dream, pursue, and achieve.Access for those who dare todream, pursue, and achieve.
Independent Advisors
Emerging wealth firms covering $100M - $1B.
Mid-Sized Firms
Established managers covering $1B - $10B.
Enterprises
National advisory firms covering $10B+.
Ready to get started?
Who we Support
Access for those who dare to dream, pursue, and achieve.Access for those who dare todream, pursue, and achieve.
Independent Advisors
Emerging wealth firms covering $100M - $1B.
Mid-Sized Firms
Established managers covering $1B - $10B.
Enterprises
National advisory firms covering $10B+.
Ready to get started?
Who we Support
Built for modern revenue teams.Built for modern revenue teams.
Independent Advisors
Emerging wealth firms covering $100M - $1B.
Mid-Sized Firms
Established managers covering $1B - $10B.
Enterprises
National advisory firms covering $10B+.
Ready to get started?
our mission
We believe freedom starts with access to your own wealth.We believe freedom starts withaccess to your own wealth.
our mission
We believe freedom starts with access to your own wealth.We believe freedom starts withaccess to your own wealth.
our mission