Banrion Capital Management

We are an alternatives technology platform build by advisors for advisors. Our key mission is to is to provide advisors the tools they need to allocate at scale to their entire book of business.

We are currently on-boarding our pilot group of advisor users.
Since our September 2022 launch we have generated over $725,000 in revenue.
We have 16 asset manager partners and adding more everyday.
Over $20B in advisor assets committed to allocating through the platform.

Banríon Capital Management primarily serves wealth managers and alternative asset managers. In the United States alone, there are over 45,000 registered investment advisors with more than $128T in assets under management. This highly fragmented market is difficult to navigate without specific expertise. Through Banríon's platform asset managers are able to match with advisors that are looking for their products. Banríon does the due diligence and educational heavy lifting, while providing advisors with advanced operational workflows.

The Wealth Management space has seen record demand for alternative investment solutions. The legacy providers continue to serve the asset managers more than the advisors. It is predicted that over $5T will look to move to alternative investment solutions over the next 5-10 years. The opportunity to introduce the first advisor centered alternatives technology platform has never been better than it is today.

Alternative investments are used by institutional investors looking for the benefit of diversification and potential for outsized positive returns for their investment portfolio. However, the wealth management industry has largely ignored the benefits of the space. In fact 74% of financial advisors DO NOT incorporate alternatives in client portfolios. Lack of education, operational complexity and lack of access for all clients are the primary reasons advisors give for not using these products. Banrion Capital provides these advisors with a solution eliminates these hurdles through technology.

Today there is no shortage of companies who are trying to build alternative investment platforms. The biggest players currently are CAÏS & iCapital.

Our technology platform is the only solution build for advisors by advisors. As former financial advisors ourselves we understand the complexity of advisor business operations. The company was founded after Founder, Shana Sissel struggled to find a solution to help the advisors she worked with build a comprehensive offering of alternative investments for their clients. The legacy players were designed to help asset managers raise asset, not financial advisors integrate alternatives into their back office operations. As a result advisors continue to search for better solutions that remove the friction from the process of investing in alternatives. Banrion was designed to be highly scalable and fully flexible to provide advisors with a comprehensive solution while seamlessly integrating with their existing tech stack. We easily integrate with Orion, Black Diamond, Addepar, Tamarac, HubSpot and SalesForce.

Banríon primarily generates revenue through reoccurring subscription contracts for its tech enabled service offering. Contracts have a minimum one year term with auto renewal. Clients can choose to pay monthly or in advance. Advance pay agreements allow customers to receive a 10% discount on the annual subscription fee.

Additionally, Banríon has partnered with Mammoth Technology to build our white labeled investor portals. This arrangement includes a 20% revenue share from Mammoth for Banríon clients opting into the Mammoth's development agreement.

24 months

15

Another

Receivables.

We are a B2B tech enabled SaaS model. We charge our clients a subscription fee to use our technology. Additionally, we offer a la carte services at an additional cost.

Banrion Capital is a b2b tech-enabled marketplace that allows financial advisors to invest and scale alternative investment solutions across their book of business from the non-accredited to the qualified purchaser. Most access marketplaces cater only to accredited investors, making it a one-time solution. Banrion's open architecture model marketplace allows for 40 act funds, as well as Private vehicles. We remove operational and compliance friction though our user friendly investment portals that integrate seamlessly with the back office software solutions advisors employ.

Our biggest risks today is the inability to take advantage of opportunities to compete for business. Our competitors typical require multi-year non-compete agreements which prevent many advisors from considering our solution. The largest firms in the industry are currently searching for the best way to build out their alternative investment programs and we are unable to support these RFP requests due to their sheer size and support needs.

Our competitors are starting to notice that they are not meeting the needs of the advisors they hope to serve, while many are attempting to find ways to solve for this, we will always have the advantage of having been advisors and having the position as a thought leader in the space.

RIA Intel Rising Star 2023: Founder & CEO Shana Orczyk Sissel
Wealth & Finance International Best Alternatives Platform USA-2024
TechRise Pride Pitch Event Winner 2024