Retail Investors Are Flocking to Private Markets - Now What?

Sam Sur
Jun 6
4 min read

Updated: Jul 23

Retail investors seek the private markets. How prepared are you?

Why the rise of retail participation in alternatives demands smarter tools, not just more access.

Volatility in public markets is accelerating a structural shift in investor behavior. As highlighted in PitchBook, individual investors, once passive participants in public equities, are increasingly seeking out private market opportunities for yield, diversification, and downside protection.

This shift is unmistakable.

Advisors report a surge in interest in private credit, real estate income funds, infrastructure strategies, and more esoteric yield-generating assets. With public equities delivering inconsistent returns and inflation chipping away at traditional fixed income, private alternatives are no longer a luxury—they're a necessity.

But the infrastructure for intelligent engagement hasn’t caught up.

Advisors and wealth managers are still left piecing together fragmented fund data, PDFs, and static filtering tools. Suitability assessments remain manual. Discovery is based on lists, not logic. And fund managers are often forced to rely on third-party platforms that commoditize access while stripping away brand and data ownership.

Advisors: Turning Interest into Intelligent Action

Taurion is an Agentic AI platform purpose-built to turn rising client interest in alternatives into confident, compliant, and personalized action at scale.

In a world where client expectations are growing and platforms are multiplying, we help advisors reduce the noise and increase their impact:

Discover relevant funds with context-aware AI that surfaces opportunities aligned with your clients’ profiles, investment goals, and firm preferences, not just generic lists or trending names
Personalize results using intelligent filters that account for each client’s risk tolerance, investment horizon, income needs, and liquidity constraints
Streamline due diligence and suitability assessments in minutes, not weeks - our AI dynamically scores suitability and auto-documents compliance trails, freeing up your time and lowering legal risk
Create differentiated experiences that showcase your value, whether it’s a curated fund shortlist, interactive comparison reports, or AI-powered allocation guidance tailored to your client’s goals
Maintain full control over fund selection, recommendation logic, and how results are presented, no black boxes or prepackaged sales funnels

Our mission: eliminate the friction that holds advisors back from confidently offering alternatives, while helping you scale personalization and trust in every conversation.

Fund Managers: Rise Above the Noise

As retail interest in alternatives surges, fund managers face a dual challenge: getting discovered by the right advisors and differentiating themselves in an increasingly crowded digital landscape.

Traditional aggregator platforms commoditize visibility and erode brand equity. They offer access—but not alignment. Worse, they often strip away valuable advisor data and limit engagement to passive listings.

Taurion changes that by giving fund managers an intelligent, direct, and branded path to distribution:

Surface your funds to the right advisors through AI-matched discovery based on strategy, track record, liquidity, and investor preferences—not static filters
Showcase your strategy with enriched fund metadata, interactive profiles, benchmark comparisons, and context-aware positioning that tells your story the way it was meant to be told
Retain your brand identity and data ownership—you’re not buried in someone else’s black-box marketplace. You own the engagement, the message, and the lead funnel
Streamline advisor engagement with pre-qualified interest, suitability-aligned profiles, and workflows that reduce friction and increase conversion
Lower CAC and close faster by focusing time and resources on the right advisors, not the most advisors

With Taurion, fund managers don’t just list, they lead.

Financial Planners: Align Goals with the Right Private Market Strategies

Financial planners sit at the intersection of long-term vision and actionable investment decisions. Yet, integrating private alternatives to financial plans has traditionally been cumbersome, due to fragmented data, misaligned products, and unclear suitability.

Taurion empowers planners to confidently integrate alternatives into holistic wealth plans, without adding complexity or risk:

Map private investments to life goals using AI-enhanced planning logic that aligns strategies with retirement targets, income needs, and legacy preferences
Incorporate alternatives into financial plans with real-time scenario modeling, liquidity risk assessments, and return projections, all personalized to your client’s timeline and risk profile
Save time on fund evaluation with suitability-ranked recommendations, enriched fund metadata, and automated documentation workflows that reduce your due diligence burden
Communicate with clarity using visual reports and client-ready materials that simplify the complexity of alternatives and elevate client confidence
Maintain fiduciary alignment with auditable, transparent workflows that support your compliance posture and professional credibility

With Taurion, financial planners can integrate alternatives into comprehensive plans intelligently, efficiently, and with full control.

We’re not a generic distribution platform. Taurion is a smart layer that drives fit, engagement, and action.

The Opportunity—and the Risk

The shift is not just narrative, it is numerical. Retail capital allocated to private markets is projected to grow from $2.5 trillion in 2023 to over $7 trillion by 2030 (Preqin). That’s more than a 2.5x increase in seven years, largely flowing through RIAs, family offices, and digital advisors.

For advisors, this surge translates into $5M–$15M in potential AUM growth per year per practice. For fund managers, improving advisor conversion rates from 30–40% to 70–80% can drive over $ 100,000 in CAC savings and reduce capital raise cycles by 3–5 months.

But the risks are equally significant and measurable:

30% of advisor-client portfolios may be misaligned, according to suitability audits across wealth platforms
This can result in 1–2% annual return drag, or $100K–$200K in opportunity loss per $10M portfolio
Compliance costs are rising: one regulatory breach around alternatives can result in $50K–$200K in legal exposure or fines
Advisor time waste is real: with manual diligence and suitability mapping, firms lose $15K–$30K per advisor per quarter in productivity

The industry is at an inflection point. Without intelligent infrastructure, firms risk reputational damage, regulatory fallout, and the loss of client trust on a large scale.

That’s why Taurion is not just enabling access, it is activating intelligence, defensibility, and alignment across the entire private market workflow.