Investment platforms and marketplaces: API, MCP and document access compared
Investment platforms and marketplaces give investors access to private market funds and hold their documents and statements in the platform account. The registry lists 13 investment platforms and marketplaces. An API is offered by 7 of 13 (1 available, 6 partner only); for 2 it is unknown. An MCP server is offered by 3 of 13 (1 available, 1 beta, 1 partner only). Difficulty ratings for investor access run from 3 to 4 out of 5 (2 rated 3, 11 rated 4). Lower is easier. The research records no investor-side API in this category. The terms of 1 entry prohibit automated access.
| Portal | Vendor | API | MCP | SFTP | Difficulty | Automation |
|---|---|---|---|---|---|---|
 +SUBSCRIBE | Subscribe Technologies, Inc. | Partner only | Not offered | Unknown | 3 / 5 | Unknown (terms not checked) |
 Allocate | Allocate Management Company, LLC | Unknown | Partner only | Unknown | 4 / 5 | Unknown (terms not checked) |
 Alto (Alto IRA) | Alto Solutions, Inc. | Partner only | Not offered | Unknown | 4 / 5 | Unknown (terms not checked) |
 CAIS | Capital Integration Systems LLC (CAIS) | Partner only | Beta | Unknown | 4 / 5 | Unknown (terms not checked) |
 iCapital | Institutional Capital Network, Inc. (iCapital) | Partner only | Not offered | Unknown | 4 / 5 | Prohibited by the terms |
 LIQID | LIQID Investments GmbH | Not offered | Not offered | Not offered | 4 / 5 | Unknown (terms not checked) |
 Moonfare | Moonfare GmbH | Partner only | Not offered | Unknown | 4 / 5 | Unknown (terms not checked) |
 NAO | NAO Co-Investment GmbH | Not offered | Not offered | Not offered | 4 / 5 | Unknown (terms not checked) |
 Privatize | Privatize Group GmbH | Unknown | Not offered | Unknown | 4 / 5 | Unknown (terms not checked) |
 Republic | OpenDeal Inc. (Republic) | Not offered | Not offered | Not offered | 4 / 5 | Unknown (terms not checked) |
 Securitize | Securitize, Inc. | Available | Available | Unknown | 3 / 5 | Unknown (terms not checked) |
 Titanbay | Titanbay Ltd / Titanbay Ireland Limited | Partner only | Not offered | Unknown | 4 / 5 | Unknown (terms not checked) |
 Yieldstreet (Willow Wealth) | YieldStreet Inc. | Not offered | Not offered | Not offered | 4 / 5 | Unknown (terms not checked) |
Difficulty is the registry's own rating of how hard it is for an investor to get documents out programmatically, from 1 (documented self-serve API) to 5 (web access only with MFA, view only). Each entry page explains the rating, lists the access channels and gives practical routes for investors.
Vendors can correct their entry by pull request or email.