Expert Private Markets Solutions and Services

Adeptyx helps alternative investment firms modernize the technology, operating models, and investor journeys behind private markets growth. From investor onboarding and subscription workflows to capital calls, data, and platform strategy, our senior consultants turn complex requirements into practical, scalable solutions. Work with a team that understands the interconnected demands of investment operations, client experience, and long-term platform resilience.

Private markets consultants reviewing investment platform data

Our Private Markets Solutions and Services

Specialized consulting that connects private markets technology, operations, investor workflows, and scalable delivery.

Private Markets Platforms

Modernize alternative investment platforms to support evolving private market products, operating requirements, and growth plans without losing sight of day-to-day business continuity.

Investor Onboarding

Improve investor onboarding journeys with clearer workflows, better data capture, and technology that supports a more consistent experience from initial interest through account activation.

Subscription Workflows

Design and optimize subscription workflows that reduce manual effort, improve process visibility, and help teams manage documentation, approvals, and investor communications more efficiently.

Capital Call Management

Strengthen capital call processes through practical operating models, integrated data, and implementation guidance that improve accuracy, coordination, and transparency across internal teams.

Data and AI

Build governed investment data foundations, analytics capabilities, and AI readiness plans that enable reliable reporting, informed decisions, and scalable private markets operations.

Strategy and Delivery

Translate business priorities into actionable roadmaps, target operating models, vendor decisions, and managed delivery plans for complex private markets transformation initiatives.

Scalable Market Infrastructure

Build Private Markets Operations for Growth

Private markets organizations need more than a new platform—they need connected processes, dependable data, and an operating model that works for investors and internal teams alike. Adeptyx combines alternative investment expertise with hands-on technology and delivery experience to address the full journey, from strategy through implementation. We tailor recommendations to your existing architecture and priorities, helping improve investor experiences, reduce operational friction, and create a durable foundation for growth.

Consultants mapping a private markets operating model
Trusted Industry Partner

Client Success Stories

See how experienced guidance helps investment organizations advance complex transformation initiatives with confidence.

"We had the privilege of collaborating with Adeptyx on the technical documentation project, where their attention to detail, timely delivery, and professional demeanor made it a truly commendable experience. Adeptyx’s meticulous approach, punctual and pleasant collaboration was commendable."

Bala Ragothaman
The Adeptyx Difference

Why Choose Adeptyx?

A senior consulting partner for complex private markets and investment management transformation.

Specialized Experience

More than 15 years focused on investment management technology, operations, and transformation.

Embedded Delivery

Senior practitioners work alongside your team to accelerate delivery and transfer knowledge.

Proven Scale

Experience supporting 45+ asset managers, from $5 billion to $10 trillion-plus AUM.

Practical Roadmaps

Tailored recommendations respect your architecture, pace, and priorities without unnecessary re-platforming.

Meet the Adeptyx Team

Senior practitioners with deep investment management expertise.

Portrait of Richard Tweed, President of Adeptyx

Richard Tweed

President

Richard Tweed serves as President of Adeptyx, bringing extensive leadership experience in the investment management consulting sector. He steers the firm's national team toward delivering unparalleled services and innovative solutions for asset and wealth management clients. Richard's expertise spans Portfolio Optimization, Order Management, Currency & Cash Management, Data Modeling, and Project & Program Management. Throughout his career, he has led cross-functional teams in developing inventive solutions for global enterprises, consistently delivering business-critical applications through structured requirement workshops, workflow reviews, process redesign, and thorough risk assessment. As President, Richard is deeply committed to ensuring Adeptyx clients receive strategic, high-impact guidance tailored to their unique operational challenges. His proven track record of successful project delivery reinforces Adeptyx's reputation as a trusted advisor to leading investment management organizations across the United States.

Portrait of Ari Fuad, Founder of Adeptyx

Ari Fuad

Founder

Ari Fuad is the Founder of Adeptyx, bringing more than 25 years of management and financial systems project and operational experience to the firm. His background spans strategic business and technology planning, portfolio management and trading systems implementation, operational design and redesign, and compliance and risk management. Ari established Adeptyx to tackle complex, unstructured problems within investment management, drawing on his extensive experience leading large, multi-year projects for multi-national organizations, including teams of more than 20 professionals. Under his leadership, Adeptyx has grown into a nationally recognized consulting practice serving asset managers ranging from boutique firms to institutions managing over $10 trillion in assets. Ari's vision continues to drive the firm's proprietary methodologies and its commitment to delivering scalable, future-ready solutions for clients across the investment management industry.

Portrait of Runar Andersen, Partner at Adeptyx

Runar Andersen

Partner

Runar Andersen serves as Partner at Adeptyx, bringing decades of best practices and systems experience in investment and wealth management to the firm's clients. He specializes in project management, business process analysis, and system selection and implementation, helping organizations navigate complex operational and technology transitions. Runar's deep industry knowledge allows him to guide clients through structured evaluations of existing systems and processes, identifying practical opportunities for improvement and modernization. His collaborative approach ensures that engagements are tailored to each client's specific needs, whether they involve legacy system replacement or workflow optimization. As a Partner at Adeptyx, Runar is committed to delivering dependable, results-driven guidance that helps asset and wealth managers strengthen their operational foundations and achieve long-term efficiency gains.

Portrait of Rich Hanson, Principal at Adeptyx

Rich Hanson

Principal

Rich Hanson is a Principal at Adeptyx and a passionate implementation leader in the investment management industry with over 30 years of experience. He has led large cross-functional teams across the United States and globally on strategic initiatives including systems implementations, mergers and acquisitions, cyber security readiness, vendor and outsourcing governance, data management, and process re-engineering. Rich's recent project successes include managing implementations of Charles River Development, IHS Markit, Eagle Star/PACE, Vestmark, and the Revport billing system. His extensive hands-on experience with leading industry platforms makes him a valuable resource for clients navigating complex technology transitions. Rich is dedicated to guiding clients through every phase of implementation with clarity and precision, ensuring strategic initiatives are delivered on time and aligned with long-term business objectives.

Portrait of Lars Ranger, Partner and Head of Business Development

Lars Ranger

Partner, Head of Business Development

Lars Ranger serves as Partner and Head of Business Development at Adeptyx, where he is responsible for driving revenue growth through effective client acquisition, relationship management, retention, and strategic partnerships. With over 19 years of experience, Lars has established strong business relationships with some of the world's leading and most innovative brands. As a business development, partnership, and marketing leader, he brings a strategic, creative, and collaborative growth mindset that helps organizations build long-term revenue streams and lasting business relationships. Lars plays a key role in expanding Adeptyx's national presence and connecting the firm's expert consultants with asset and wealth management organizations seeking trusted advisory partners. His client-focused approach ensures that every new relationship is built on a foundation of trust and mutual value.

Portrait of Chris Essex, Senior Consultant at Adeptyx

Chris Essex

Senior Consultant

Chris Essex is a Senior Consultant at Adeptyx and a highly skilled Data Architect and Engineer with over 30 years of deep experience in financial services. He has worked across a broad range of organizations, from startups to large bulge bracket banks, proprietary trading firms, and asset management companies. Chris excels in designing, modeling, architecting, and engineering financial data solutions that help firms optimize their data resources for enhanced business value. Known for his collaborative style, he works effectively both within teams and as an individual contributor, bringing pragmatic yet effective approaches to solving client data management challenges. Chris consistently delivers results on time and within budget, making him a trusted resource for organizations seeking to modernize and strengthen their data infrastructure.

Portrait of Chris Smith, Senior Consultant at Adeptyx

Chris Smith

Senior Consultant

Chris Smith is a Senior Consultant at Adeptyx with 25 years of sell-side expertise specializing in financial services, global deployments, strategy, and mergers and acquisitions. He possesses a deep understanding of global equities, cross-functional trading system lifecycles, technologies, operations, compliance, and regulatory reporting. Chris is particularly skilled in integrating Order Management Systems (OMS) across Equities, Options, and Convertible Bonds, as well as merging technologies during complex M&A transactions. His broad experience across the full trading lifecycle allows him to provide clients with practical, well-informed guidance on system integration and operational strategy. Chris is committed to helping clients navigate technology transitions smoothly, ensuring regulatory compliance and operational continuity throughout every engagement.

Portrait of Gint Rimas, Senior Consultant at Adeptyx

Gint Rimas

Senior Consultant

Gint Rimas is a Senior Consultant at Adeptyx with over 20 years of experience at the intersection of technology, investment management, and workflow automation. He specializes in tax-aware portfolio solutions and optimization frameworks, bringing deep expertise in translating complex investment management requirements into scalable technology solutions. Gint's specialized knowledge helps asset and wealth management clients implement systems that improve after-tax investment outcomes while streamlining operational workflows. His ability to bridge technical and business requirements makes him a valuable partner for firms seeking to modernize their portfolio management capabilities. Gint is dedicated to delivering practical, well-architected solutions that address both the technical and strategic needs of Adeptyx's clients.

Portrait of Peter Sealy, Senior Consultant at Adeptyx

Peter Sealy

Senior Consultant

Peter Sealy is a Senior Consultant at Adeptyx and an accomplished Senior Program Manager with over 20 years of experience leading cross-functional teams across the global financial services industry. He specializes in project delivery, problem resolution, and applying Agile Scrum methodologies to foster transparency and drive continuous improvement. Peter's expertise spans program and project management, software engineering, vendor management, team training, and reengineering large-scale systems to enhance performance. His structured, results-oriented approach helps clients navigate complex initiatives with confidence, ensuring that strategic technology and operational projects are delivered efficiently. Peter is committed to fostering collaborative team environments and driving measurable improvements for every client he serves at Adeptyx.

Portrait of James Harris, Consultant at Adeptyx

James Harris

Consultant

James Harris is a Consultant at Adeptyx and a seasoned FinTech professional specializing in technology-driven solutions for Alternative Investments. Prior to joining Adeptyx, James was an early member of iCapital, contributing significantly to the company's rapid growth and global expansion. He has deep expertise in Agile development workflows and database architecture, enabling him to translate complex business requirements into scalable, efficient technology solutions. James's background includes leading cross-functional teams through full project lifecycles, ensuring close alignment between engineering, operations, and client objectives. His experience in the alternative investments space makes him a valuable asset for clients seeking innovative technology solutions, and he remains dedicated to delivering practical outcomes that support long-term business growth.

Frequently Asked Questions

What do private markets do?

Private markets provide capital and investment opportunities outside publicly traded exchanges. They include areas such as private equity, private credit, real estate, infrastructure, and pre-IPO investments. Firms operating in private markets manage fundraising, investor eligibility, subscriptions, capital calls, portfolio data, reporting, and ongoing investor communications. Effective technology and operating workflows help these activities scale while maintaining control and transparency.

What private markets consulting services does Adeptyx provide?

How can technology improve investor onboarding?

What is capital call management?

When should a private markets firm modernize its platform?

Can Adeptyx work with our existing private markets technology?

How does Adeptyx manage a private markets transformation project?

Which organizations can benefit from private markets consulting?

Questions About Your Private Markets Strategy?

Speak with experienced consultants about your operating and technology priorities.

Experience You Can Trust

Awards and Recognition

15+ years experience trust badge

15+ Years Experience

Specialized investment management consulting expertise

45+ asset managers served trust badge

45+ Asset Managers

Experience across diverse investment organizations

Next State methodology trust badge

Next State Methodology

Structured data and OMS modernization

Transform Your Private Markets Capabilities

Tell us about your private markets priorities, current environment, and goals. An Adeptyx consultant will help identify a practical path forward.

Contact Us Today

You can also send us a quick email at lars@adeptyx.com.