iAltA was founded by Scott Ganeles (CEO, former CEO of Ipreo) and Laurence Tosi (Co-Founder and Board Member, Founder of WestCap, former CFO of Airbnb and Blackstone), along with partners Bill Sherman and Bill Crager.

Helm is ancompany

Q: How does Helm fit into iAltA?

Helm is an iAltA company operating as the operating platform for private markets, covering the full investment lifecycle.

Q: What other companies are part of iAltA?

iAltA's portfolio includes Helm (operating platform for private markets), Interro (payments layer for private capital), private credit infrastructure, and a wealth intelligence platform connecting advisors and clients to private markets.

iAltA is a holding company building infrastructure for private markets - founded by the operators behind Ipreo, Envestnet, and iLevel, and backed by WestCap.

Helm private markets operating platform dashboard

Meet iAltA Holdings Leadership:

Founded by the operators who built the platforms this industry already runs on.

Scott Ganeles

Founding Partner & CEO

Scott was CEO of Ipreo, a financial tech firm acquired by IHS Markit, and Senior Partner at WestCap, leading FinTech investments.

Bill Sherman

Founding Partner & President

Former EVP at Ipreo. Former President of Expert Institute.

Bill Crager

Founding Partner

Co-founder and former CEO of Envestnet, the platform behind much of modern wealth management.

Laurence Tosi

Co-Founder, Board Member

Managing Partner and Founder of WestCap. Former CFO of Blackstone and Airbnb. Part of creating iLevel and Ipreo.

Built by the operators behind Ipreo, Envestnet, and iLevel.

Helm is an iAltA company - part of an ecosystem building enterprise-grade infrastructure for private markets, backed by WestCap, with offices in New York City, Buffalo, Philadelphia, Cardiff, Luxembourg, and Geneva.

Meet iAltA

FAQ

What is iAltA?

iAltA is a holding company, building a portfolio of companies that serve distinct participants across private markets. Shared finance, legal, marketing, and data resources support each operating company. iAltA was founded in 2024 with $20 million in initial funding led by WestCap.

How does Helm fit into iAltA?

Helm is an iAltA company, combining technologies from Delio, Verivend, and Betterfront into one platform covering the full investment lifecycle.

Who founded iAltA?

The operators behind Ipreo, Envestnet, and iLevel: Scott Ganeles (former CEO of Ipreo), Bill Crager (co-founder and former CEO of Envestnet), Laurence Tosi (founder of WestCap, former CFO of Blackstone and Airbnb), and Bill Sherman (former EVP at Ipreo).

What other companies are part of iAltA?

The ecosystem includes Helm, Interro (payments infrastructure), Field (wealth), and Quorim (private credit), connected by a shared data layer.