Shifting the Paradigm
Private markets are undergoing a transformation as fund managers raise larger funds, attract capital from a more diverse investor base, and expand their reach to include retirement assets such as 401(k) pension schemes.
Sonata One is leading this evolution, building on its one-and-done KYC passport solution with a fully supported suite of services covering the end-to-end fund lifecycle.
Retail investment is set to drive the next frontier in private markets
Retail investment is set to drive the next frontier in private markets
Alternative assets AUM will most likely exceed $30trn by 2030, with upside coming from non-institutional capital
| 2024
Are private markets ready for private wealth?
Yes but it’s not without challenges around
Efficient investor onboarding
Common standards of reporting and settlement
Ease of transacting
End-to-end processes across the fund lifecycle
What our partners and clients say
“Sonata One is nothing short of a revolution for the investor onboarding process in the private funds market.”
Jason Ment
Partner, StepStone
"Paper-based, repetitive client onboarding is untenable. We've seen them earn client trust, grow 25,000+ investor profiles, and gain regulation in a sophisticated and mature jurisdiction like Guernsey."
Tony Mancini
Tax Partner, KPMG
"Their excellent service ensured a reliable, complete KYC process on time. The team was very responsive. We recommend them and look forward to continuing our collaboration."
Christopher D. Kauter
Founder, Beyond Capital Partners
