Investment platform database

Designed for: accredited 1031-exchange investors; investors seeking passive DST replacement property; investors working within 45-day identification deadlines; investors seeking senior-housing or other commercial-real-estate exposure; investors with $25,000–$100,000+ available for a specific private offering; investors comfortable with long holding periods.

Minimum: Offering-specific. Selected DST offerings currently use roughly $25,000–$100,000 minimums; no universal platform minimum applies across every DST, REIT, QOF or bridge-fund product.
Eligibility: Open
Rating: Not rated
Fact-checked: —

3Commas

Designed for: Active crypto traders who already use supported exchanges and want API-connected automation, bots, and SmartTrade without transferring custody to 3Commas.

Minimum: No 3Commas account-funding minimum; trading funds remain at the connected exchange. 3Commas enforces a $5 minimum order size ($10 for Grid bots), subject to the exchange/pair minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Abacus Wealth Partners

Designed for: Households seeking comprehensive financial planning and diversified, research-based investment management, including values-aligned portfolios, without a minimum portfolio-size requirement.

Minimum: No minimum portfolio size. Abacus generally imposes a $5,000 annual minimum fee for financial planning; investment-management-only clients may have a $1,000 annual minimum fee.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Abbey Capital Futures Strategy Fund

Designed for: Investors seeking daily-liquidity mutual-fund access to diversified managed futures plus fixed income and who can meet the applicable share-class minimum.

Minimum: $2,500 initial for Class A and Class C; $1,000,000 for Class I. Class T is not currently available; intermediaries may modify or waive minimums.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Acorns

Farmland & Agriculture Investing

Designed for: New investors who value automation, and households wanting retirement and kid-investing tools in one subscription.

Minimum: No account-opening minimum for Acorns Invest. Current practical amount needed to begin investing is $5.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

AcreTrader

Designed for: Accredited investors seeking farmland exposure through individual properties or a diversified fund.

Minimum: Individual farm offerings commonly show a $15,000 minimum. The Proterra AcreTrader Farmland Fund LP has a $150,000 open-offering minimum. The platform's historical $1,000 minimum is not current.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

Adage Capital Management

Designed for: Institutional or qualified-purchaser investors able to commit roughly $10 million and accept private-fund liquidity while seeking equity hedge-fund exposure.

Minimum: $10,000,000 routine minimum investment commitment for Adage Capital Partners, L.P. in the March 2026 Form ADV filing; governing fund documents may permit different accepted amounts.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Advanta IRA

Designed for: Self-directed retirement investors who want to hold alternative assets such as real estate, private placements, private lending or precious metals and are comfortable performing their own investment due diligence.

Minimum: Advanta IRA does not publish a universal investment minimum; the account owner selects the underlying alternative asset, and that asset or offering may impose its own minimum. Account fees vary by holdings/value and transactions.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Alkeon Capital Management

Designed for: Qualified private-fund investors seeking growth-oriented public and private equity exposure and able to evaluate vehicle-specific minimums, liquidity and master-feeder structures.

Minimum: Varies by vehicle; a current April 2026 Alkeon Innovation Series Zeta Form D lists a $500,000 minimum. Alkeon does not publish one universal firmwide minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Allocate

Designed for: RIAs, private banks and multi-family offices building private-market programs; investors accessing curated private-market products through an adviser; asset managers needing feeder or SPV infrastructure; clients comfortable with negotiated fees and private-fund illiquidity.

Minimum: No universal Allocate minimum. Access is adviser- and product-specific, and curated private-market funds, feeder vehicles or SPVs can impose their own subscription thresholds.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Allworth Financial

Designed for: Households seeking financial planning and managed portfolios with no standard household asset minimum, including investors who may also qualify for Allworth's higher-minimum private funds.

Minimum: No minimum household investment amount for standard investment-management accounts. Allworth's two private funds require $250,000; asset-management accounts are subject to a $2,500 annual minimum fee.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Ally Invest

Designed for: Ally Bank customers; investors who want $0 stock/ETF commissions; options traders attracted to a $0.50 contract fee; mutual-fund investors who want no-load funds with $0 purchase/sale transaction fees; IRA investors; investors considering low-minimum automated portfolios; investors comfortable with Apex as clearing firm.

Minimum: $0 minimum for a standard Ally Invest Self-Directed brokerage account. Robo Portfolios use a separate $100 minimum, and individual securities or products can have their own purchase requirements.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Alpaca

Designed for: Developers and active traders who want API-first access to U.S. stocks/ETFs, fractional shares and automated execution rather than a full-service advisory relationship.

Minimum: No account minimum for individual live brokerage accounts; fractional stock/ETF orders can start at $1. Margin accounts are subject to applicable margin-deposit requirements.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

alphaAI Capital

Designed for: Investors who want rules-based, AI-assisted managed portfolios in exchange-traded securities and are comfortable with active allocation changes, model risk and strategy-specific constraints.

Minimum: Current retail pricing page: $1,000 to start. The firm's 2026 Form CRS states a general $100 minimum and notes some strategies may require more; use $1,000 as the current public retail minimum and preserve the regulatory-document discrepancy in the note.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Alt

Designed for: Sports-card and trading-card investors who want insured vault storage, marketplace pricing data and, for high-value collections, collateral finance.

Minimum: Basic account creation is free and there is no marketplace minimum in the current source registry. Alt Lending has a $25,000 minimum loan.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Altimeter Capital Management

Designed for: Qualified private-fund investors seeking technology-focused public/private growth exposure who can evaluate vehicle-specific minimums, liquidity restrictions and private-placement risk.

Minimum: No universal firmwide minimum. Altimeter Partners Fund LP's April 2026 Form D lists a $100,000 minimum investment; other Altimeter vehicles use different terms, so the applicable offering documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Alto

Designed for: Retirement investors who want self-directed IRA access to private equity, venture capital, real estate and other alternatives and can evaluate offering-specific minimums, risks and long holding periods.

Minimum: No universal Alto investment minimum. Alto's account pricing begins at $0 invested capital, while each Marketplace, integrated-partner or private offering sets its own investment minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Alto IRA

Designed for: Investors who want retirement funds invested in a private asset an ordinary brokerage IRA will not custody.

Minimum: Account minimums are offering-specific. Marketplace and bring-your-own-deal minimums are set by the issuer and can be substantial.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Altrady

Designed for: Active crypto traders who want one API-connected interface for multiple exchanges, bots and order management while keeping custody and withdrawals at their exchange accounts.

Minimum: No Altrady account-funding minimum because funds are not deposited with Altrady. Trading minimums are set by the connected exchange, trading pair and strategy; some bots require enough exchange balance to satisfy every order-leg minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Alumni Ventures

Designed for: Accredited investors who want a diversified venture-capital portfolio with a $10,000 entry point and can hold through company exits rather than rely on routine redemptions.

Minimum: $10,000 minimum one-time investment for current Alumni Ventures fund offerings; larger commitments are accepted and current fund materials show a typical $50,000 investment.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

AMG Systematica Managed Futures Strategy Fund

Designed for: Investors seeking daily-liquidity mutual-fund access to systematic managed futures across equities, fixed income, currencies and commodities and who can meet the applicable share-class minimum.

Minimum: Class-specific: Class N $2,000 regular / $1,000 IRA; Class I $100,000 regular / $25,000 IRA; Class Z $5,000,000 regular / $50,000 IRA.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Angeles Wealth Management

Designed for: High-net-worth households, generally with about $5 million or more, seeking comprehensive portfolio management that can combine traditional marketable securities with selected private or alternative investments.

Minimum: Generally $5 million in account assets, which typically produces a $50,000 minimum annual fee; Angeles states minimums and fees may be negotiated and family assets may be aggregated.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

AngelList

Designed for: accredited investors seeking startup SPVs; accredited investors seeking venture funds; investors who want a software-driven private-market workflow; investors comfortable evaluating deal-by-deal offering documents; investors able to hold illiquid investments for years; investors who already used AngelList and want the current Meridian investor experience.

Minimum: Offering-specific. The fund or deal lead sets the investor minimum; AngelList says some minimums may be as low as $1,000 and its general LP guideline is $1,000, but individual funds and deals may require more.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

Annex Wealth Management

Designed for: Individuals and families seeking fiduciary wealth management across a wide range of asset levels, from Annex Ignite clients below $500,000 to high-net-worth Private Client relationships around $5 million+.

Minimum: No formal firmwide account minimum. Current service tiers target Annex Ignite below $500,000 of investable assets, Comprehensive Wealth at roughly $500,000–$5 million, and Private Client around $5 million+ of investable assets.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Apella Wealth

Designed for: Households with roughly $500,000 or more seeking financial planning and evidence-based managed portfolios, with smaller relationships potentially accepted at Apella's discretion.

Minimum: $500,000 minimum initial account value for investment-management services; Apella may accept smaller accounts at its discretion based on circumstances such as anticipated future assets or related accounts.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Appaloosa

Designed for: Sophisticated private-fund investors comfortable with qualified-purchaser structures, concentrated opportunistic investing and limited public disclosure of vehicle-level fees and redemption terms.

Minimum: No public universal minimum. Current Appaloosa filings identify Palomino Master Ltd. and Azteca Partners LLC but do not publish a current managerwide subscription minimum; vehicle documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

AQR Capital Management

Designed for: Institutions and eligible investors seeking systematic quantitative strategies across long-only and alternatives, including eligible retail clients using equity SMAs, who can evaluate product-specific minimums, fees and liquidity.

Minimum: No universal AQR minimum. AQR's March 2026 Form CRS says retail advisory services are equity separately managed accounts with a typical $1 million minimum; institutional private funds, collective investment trusts and registered funds use separate product/channel terms.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

AQR Managed Futures Strategy Fund

Designed for: Investors seeking mutual-fund access to systematic managed futures across global asset classes who can meet the applicable share-class or distribution-channel requirements and tolerate derivatives, short positions and strategy volatility.

Minimum: Class I (AQMIX): $5 million for individual investors; AQR currently lists no minimum for institutional investors or accounts offered by financial advisers. Other share classes and intermediary requirements can differ.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Ark7

Designed for: Investors who want low-minimum, individually selected rental-property exposure and can treat ATS trading as optional rather than assured liquidity.

Minimum: Current 2026 offering documents show property-series shares around $20 as a starting-share reference. Actual share price is series-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Arrived

Designed for: Investors who want passive residential real-estate exposure through a securities structure and can accept private-market liquidity limits.

Minimum: $100 across current Arrived offerings.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Arrowstreet Capital

Designed for: Institutions and qualified investors seeking systematic global-equity exposure, including alpha-extension or long/short strategies, who can meet large strategy-specific account or fund thresholds and evaluate vehicle-specific liquidity.

Minimum: No universal minimum. Arrowstreet disclosures reference strategy-specific typical thresholds—about $250 million for long-only separate accounts, $2 billion for alpha-extension/long-short separate accounts, $10 million for sponsored funds and $5 million for selected feeders—with waiver and vehicle-specific terms possible.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Aspect Capital

Designed for: Qualified investors seeking systematic diversified managed-futures exposure across many global markets who can evaluate program/share-class minimums, incentive fees, derivative risk and vehicle-specific liquidity.

Minimum: No universal Aspect minimum. The current Aspect Diversified Fund Class A USD reference is $100,000; other programs, share classes, managed accounts or private vehicles may use different thresholds.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Aspiriant

Designed for: High-net-worth households seeking integrated investment management, planning and tax services, including potential private-market exposure, who are comfortable with a meaningful annual fee floor and product-specific illiquidity.

Minimum: No absolute account minimum. Aspiriant says it typically provides investment management to clients with portfolios of $1.5 million or more; its standard high-net-worth schedule has a $14,000 minimum annual fee, and smaller relationships may be accepted.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Atreides Management

Designed for: Qualified investors seeking long-term technology and consumer crossover exposure across public and private markets who can tolerate concentrated growth exposure and vehicle-specific private-fund liquidity.

Minimum: No public universal minimum. Atreides manages privately offered pooled investment vehicles for accredited investors and qualified purchasers; minimums, commitments and subscription terms are vehicle-specific and governed by the applicable offering documents.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Autopilot

Designed for: Investors who want to follow a model or creator Portfolio through limited-discretionary automated trading in a linked brokerage account, can start with at least $500, and are comfortable reviewing subscription costs, strategy lag and adviser/broker conflicts.

Minimum: $500 minimum advisory account size and $500 minimum investment per selected Portfolio.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Axos Self-Directed Trading

Designed for: Axos Bank customers; stock and ETF investors who want $0 trades; mutual-fund investors; options traders who understand Basic vs Elite pricing; investors who value TipRanks research; margin users willing to pay for Elite; users who value bank and brokerage visibility together.

Minimum: No minimum amount is required to open or maintain a standard Self-Directed Trading account; a Self-Directed Trading IRA currently requires $50 to open.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

BakerAvenue

Designed for: High-net-worth households seeking planning and portfolio management together, including eligible investors considering private equity, real estate or other alternatives, who can meet or negotiate around the $1 million general minimum and evaluate layered costs and illiquidity.

Minimum: $1 million general investment minimum, negotiable. BakerAvenue's current disclosures also state a $9,500 annual minimum fee for relationships below $1 million.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Ballentine Partners

Designed for: High-net-worth and family-office households—generally starting around $4 million in liquid or investment assets—seeking integrated planning and customized portfolios, including private-market exposure, and comfortable with relationship-specific fees and liquidity.

Minimum: Ballentine's current public wealth-advisory positioning begins around $4 million in liquid/investment assets for high-net-worth families. Treat $4 million as a service-positioning reference rather than an absolute hard minimum; client agreements and minimum annual fees can differ.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Balyasny Asset Management

Designed for: Qualified private-fund and institutional investors seeking a large multi-strategy platform across equity long/short, macro, commodities, arbitrage and systematic investing who can evaluate vehicle-specific minimums, leverage, short-selling risk and liquidity.

Minimum: No universal Balyasny minimum. Current regulatory vehicle references include roughly $5 million for several Atlas master funds and much higher portable-alpha references, while a $0 ADV entry for another master fund does not establish public retail access; actual subscription terms are vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Bartlett Wealth Management

Designed for: Households around $2 million or more seeking integrated investment management and financial planning, including financially qualified investors considering private funds, who are comfortable with progressive AUM pricing and product-specific liquidity.

Minimum: Bartlett seeks a $2 million minimum relationship size for Wealth Management accounts but can accept smaller relationships at its discretion. Its $10 million Institutional Fixed Income minimum is a separate service threshold and should not be substituted for the wealth-management minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

BBAE

Designed for: Investors seeking commission-free U.S. stock and ETF trading, options and research tools in an app-based brokerage, plus users who want a separate 0.50% MyAdvisor managed option and are comfortable with the Redbridge/Apex/BBAE Advisors legal structure.

Minimum: No universal minimum is established for BBAE's self-directed brokerage account. The MyAdvisor managed program requires a $2,000 minimum for individual taxable advisory accounts, while BBAE's $5 fractional-share reference is an order-size reference rather than an account minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Beach Point Capital Management

Designed for: Institutional and qualified investors seeking opportunistic, structured and private credit exposure across public and private markets who can evaluate vehicle-specific minimums, leverage, complexity and potentially limited liquidity.

Minimum: No universal Beach Point minimum. A current private-fund regulatory reference for Beach Point SCF TPSF LP shows a $1 million vehicle minimum, but that amount is vehicle-specific and must not be presented as a managerwide subscription threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Beacon Pointe Advisors

Designed for: Households around $1 million or more seeking discretionary wealth management and planning, including eligible investors considering private funds or interval-fund exposure, who are comfortable with layered manager/product fees and investment-specific liquidity.

Minimum: Beacon Pointe generally requires a $1 million account size for private-client wealth management, but it can reduce or waive the minimum and can combine family accounts to meet it.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Betterment

Designed for: Investors who want automated, goal-based portfolio management with built-in tax tools and are comfortable with software-led decisions.

Minimum: $0 to open automated investing; $100,000 in eligible household investments for Premium; $10 minimum deposit for Cash Reserve.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 3, 2026

Bitcoin IRA

Designed for: Retirement investors seeking a broad cryptocurrency menu inside an IRA, including users who value integrated trading, Digital Trust custody, staking or bundle features and are comfortable with transaction and account-based fees plus crypto volatility.

Minimum: $1,000 current starting account minimum, with a separate $10 trade minimum. Crypto Bundles use a separate $1,000 minimum, and product-specific requirements can differ.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

BitIRA

Designed for: Retirement investors comfortable with a roughly $10,000 entry point who want a guided crypto IRA using third-party custody, institutional liquidity and cold-storage infrastructure rather than managing wallets directly.

Minimum: $10,000 current initial-deposit reference. Individual crypto transactions and custodial/account mechanics can have separate operational requirements.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Bitsgap

Designed for: Crypto traders who want multi-exchange Grid/DCA automation, smart orders, backtesting and AI-assisted configuration while keeping assets at connected exchanges, and who understand exchange-specific minimums, fees, API-security and market-liquidity risk.

Minimum: No universal Bitsgap investment minimum. The minimum required to launch a bot is calculated from the selected exchange's minimum order rules, trading pair, grid/order count and bot settings; for example, a higher grid count can require materially more capital.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

BlueCrest Capital Management

Designed for: Professionals and sophisticated readers researching proprietary hedge-fund operations, historical external-fund structures and current BlueCrest regulatory disclosures—not prospective outside investors seeking a current subscription route.

Minimum: No current outside-investor minimum applies because BlueCrest states that it does not currently offer shares or interests in BlueCrest-managed funds or accounts to outside or third-party investors. Historical external-fund minimums should not be presented as current.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Brevan Howard

Designed for: Institutional and qualified private-fund investors seeking global macro, derivatives-focused or institutional digital-asset strategies who can evaluate entity-specific access, vehicle minimums, complex trading risk and fund-specific liquidity.

Minimum: No universal Brevan Howard minimum. Regulatory vehicle references include approximately $10 million for Alpha Strategies Master and Brevan Howard Master Fund, $5 million for BH MB Macro Master and $100,000 for a BH Digital Asset Master vehicle; these references are vehicle-specific and the underlying reporting period must remain attached.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Bridgewater Associates

Designed for: Large institutional investors and qualified private-fund investors seeking systematic global macro, risk-balanced or total-portfolio strategies who can meet vehicle-specific access requirements and evaluate complex, strategy-specific liquidity and fee terms.

Minimum: No universal Bridgewater minimum. Current regulatory vehicle references span from about $100,000 for one U.S. inflation-linked bond vehicle to $10 million for Pure Alpha/All Weather trading vehicles and $250 million for an Optimal Portfolio vehicle; actual eligibility and subscription terms are vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Brigade Capital Management

Designed for: Institutions and qualified investors seeking broad credit exposure across liquid, opportunistic, structured and private-credit strategies who can evaluate vehicle-specific minimums, fees and liquidity.

Minimum: No public universal minimum. Brigade offers credit strategies through commingled funds and separately managed accounts, and current regulatory disclosures show vehicle-specific minimums that vary by fund; the applicable offering or account documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Brighton Jones

Designed for: High-net-worth households seeking integrated planning, discretionary management and tax coordination, including eligible clients considering private investments, who are comfortable with a minimum annual fee and holding-specific liquidity.

Minimum: Brighton Jones' Personal CFO relationship has a $10,000 minimum annual fee; higher minimums can apply and fees are negotiable. The $10,000 figure is a fee floor, not a universal asset-minimum requirement.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

BullionVault

Designed for: Investors seeking allocated vaulted gold, silver, platinum or palladium with an online secondary market, especially balances large enough that minimum storage charges do not dominate costs.

Minimum: No minimum deposit is required. BullionVault permits deposits in any amount and its trading system uses a 0.001 kg minimum trade quantity, but it recommends avoiding overall investments below $2,000 because minimum monthly storage charges can make small balances inefficient.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Cadian Capital Management

Designed for: Qualified investors seeking fundamental global long/short equity with a value-oriented, research-intensive approach who can tolerate short-position risk, concentrated sector exposure and private-fund liquidity terms.

Minimum: No public universal minimum. Cadian's current access is through private offerings for qualified investors using offering memoranda and subscription documents; minimum subscriptions are vehicle-specific and controlled by those documents.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Cadre

Designed for: Existing Cadre investors and accredited investors evaluating private real-estate fund structures who can accept multi-year illiquidity, fund-level fees and sponsor economics.

Minimum: No current universal Cadre minimum for new investors. Cadre's 2026 new-investor path routes through Willow Wealth, while existing Cadre investments remain governed by their individual fund and deal documents; historical Cadre minimums should not be treated as a current platformwide threshold.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 6, 2026

CAIS

Designed for: Financial advisers and wealth firms building alternative-investment allocations for eligible clients who want a centralized workflow across multiple private-market products and can evaluate product-specific eligibility, minimums, fees and liquidity.

Minimum: No universal CAIS minimum. CAIS's Form CRS says most products available on the Portal have $100,000 minimum investment requirements, but actual minimums are product-specific and the applicable offering documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

CalTier

Designed for: Investors seeking private multifamily or related real-estate exposure who can evaluate separate CalTier products, offering status, accreditation rules, layered fees and limited redemption mechanics.

Minimum: Product-specific, not universal. Current references include $500 for CalTier Fund I, whose new investments are paused; $189 for CalTier Inc. Regulation A shares; and $5,000 for accredited-only CalTier REIT I.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Campbell & Company

Designed for: Institutional and sophisticated qualified investors seeking systematic managed-futures or multi-strategy derivatives exposure who can meet strategy-specific thresholds and tolerate leverage, derivatives risk and vehicle-specific liquidity.

Minimum: No universal Campbell minimum. Current public program materials use strategy/presentation-specific institutional references, including approximately $25 million for a representative Campbell Managed Futures account and $50 million for the composite; actual fund, SMA and other vehicle requirements can differ.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Canyon Partners

Designed for: Institutions and qualified investors seeking deep-value credit, distressed, structured-credit, lending or real-estate strategies who can evaluate private-fund terms and tolerate strategy-specific illiquidity.

Minimum: No public universal minimum. Canyon operates multiple credit, real-estate and related alternative-investment strategies through distinct vehicles and mandates; subscription or account minimums are strategy- and vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Capital Fund Management

Designed for: Institutional and qualified investors seeking quantitative multi-strategy, systematic macro or trend-following exposure who can evaluate program-specific access, derivatives risk and vehicle-level liquidity.

Minimum: No public universal minimum. Capital Fund Management serves institutional and wealth-management investors through multiple systematic programs and fund structures; minimum subscriptions or mandates are product-, share-class- and channel-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Capitalise.ai

Designed for: Traders who want no-code natural-language strategy automation, backtesting and real-time simulation through supported execution partners and understand that broker/exchange rules, fees and liquidity still control live trading.

Minimum: Capitalise.ai does not require a deposit to Capitalise.ai and currently charges no platform subscription fee. Live trading still requires a supported broker or exchange account, so funding, order-size and margin minimums are set by that execution partner rather than by Capitalise.ai.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

CAPTRUST

Designed for: Households seeking a large national advisory firm with planning and discretionary portfolio management, including eligible clients considering alternatives, who value no general firmwide asset minimum and can evaluate negotiated fees and holding-specific liquidity.

Minimum: No general firmwide account-size minimum. CAPTRUST's March 2026 Form CRS says it does not require a general minimum account size, although particular services, advisers or relationships can use minimum annual fees or other negotiated requirements.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Capula Investment Management

Designed for: Institutional and professional investors seeking fixed-income relative-value, macro or crisis-oriented hedge-fund exposure who can meet vehicle-specific eligibility and minimums and tolerate derivatives and private-fund liquidity terms.

Minimum: No public universal minimum. A $5 million minimum is documented for the Capula Global Relative Value Master vehicle, but that figure is vehicle-specific and must not be applied to every Capula fund or mandate.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Carry

Designed for: Self-employed investors who want Solo 401(k), IRA and taxable investing in one platform, particularly Pro members using self-directed alternatives or IRA crypto who are comfortable with membership fees and asset-specific liquidity.

Minimum: No single platformwide investment minimum is published. Carry charges annual membership fees—currently $299 for Core and $499 for Pro—while funding and minimum investment amounts depend on the account and underlying security, fund, crypto transaction or self-directed alternative opportunity.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Carson Wealth

Designed for: Investors seeking adviser-led discretionary portfolio management and financial planning, including high-net-worth or eligible clients considering alternatives, who are comfortable with model-specific minimums and negotiated pricing.

Minimum: No universal Carson Wealth account minimum. Current disclosures show model-specific minimums ranging approximately from $5,000 to $250,000, with requirements varying by adviser, strategy and service.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Cash App Investing

Designed for: New investors who want a simple stock interface; investors starting with small dollar amounts; existing Cash App users; investors who want recurring fractional purchases; users who also want bitcoin in the same consumer app while understanding the legal separation.

Minimum: $1 minimum stock or ETF purchase through Cash App Investing; this is a transaction-size minimum, not a required account-opening balance.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Caspian Capital

Designed for: Institutions and qualified investors seeking stressed, distressed or opportunistic corporate-credit exposure and capital-structure opportunities who can tolerate complex credit risk and vehicle-specific illiquidity.

Minimum: No public universal minimum. Caspian manages private pooled credit vehicles and separately managed accounts; subscription and mandate minimums are vehicle- or client-specific and governed by the applicable fund or account documents.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Catalyst/Millburn Hedge Strategy Fund

Designed for: Investors seeking mutual-fund access to a systematic futures/FX strategy combined with a long-only equity component who value daily fund pricing and can tolerate derivatives risk and relatively high alternative-fund expenses.

Minimum: $2,500 minimum initial investment across the currently listed Class I, A, C and C-1 shares; current fund materials also reference a $50 minimum subsequent investment.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Caxton Associates

Designed for: Professional and qualified investors seeking discretionary global-macro exposure across liquid markets who can meet private-vehicle requirements and tolerate derivatives, leverage and vehicle-specific liquidity.

Minimum: No public universal Caxton minimum. Current 2026 Form D references for Caxton Macro (USA) LLC and Caxton Cadence (USA) LLC each show a $10 million minimum investment accepted from outside investors, but those figures remain vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

CenterPoint Securities

Designed for: Serious active traders, short sellers and high-volume stock or options traders who value locate inventory, direct routing, ECN access and live trading-desk support and can absorb platform, data and trading costs.

Minimum: No universal current account-opening minimum is published. CenterPoint's Edge Base tier uses a $30,000+ equity reference, but that is a platform/service-tier reference rather than a universal opening requirement.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Cerity Partners

Designed for: Households with roughly $2 million or more seeking an ongoing human-adviser relationship with coordinated investment and planning services, including eligible families considering private markets or more extensive family-office support.

Minimum: Cerity Partners generally requires a $2 million minimum portfolio size and a $20,000 minimum annual investment-advisory fee; both can be waived. The separate $25 million+ family-office reference is not the general wealth-management minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 6, 2026

Charles Schwab

Designed for: Investors seeking a large full-service brokerage with trading, retirement, banking-linked services, funds, fixed income and planning resources.

Minimum: Schwab states that its standard brokerage account has no opening minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 2, 2026

Chesapeake Capital

Designed for: Sophisticated trend-following investors, QEP/qualified-client investors, institutions and family offices seeking broad global trend exposure who understand derivatives, notional funding and incentive-fee mechanics.

Minimum: No universal firmwide minimum. Current Chesapeake disclosures list preferred minimums of $5 million for Diversified and $10 million for Multi-Asset Trend and Pure Trend; program and negotiated account terms control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

ChoiceTrade

Designed for: Investors seeking $0 eligible stock and ETF commissions; options traders; margin users who understand benchmark-linked rates; DAS Trader users; conventional IRA investors; developers or businesses evaluating API or white-label access.

Minimum: $100 current cash-account minimum; margin accounts and specific products can have separate regulatory or house requirements.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Choreo

Designed for: Households near or above $1 million of investable assets seeking investment management plus planning, including business owners, tax-aware clients, held-away account management, SMAs and eligible private alternatives.

Minimum: No hard $1 million minimum. Choreo requests that new investment-advisory clients have at least $1 million of investable assets but states that it does not require that amount; its ordinary annual minimum fee is $8,000 and may be waived or reduced.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Cinctive Capital Management

Designed for: Qualified investors seeking a multi-manager hedge-fund platform with specialist long/short equity teams, macro and quantitative sleeves, and centralized risk and portfolio construction.

Minimum: No public universal minimum. Cinctive is a private institutional multi-manager platform; minimum subscriptions or commitments are vehicle-specific and governed by the applicable offering documents.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Citadel

Designed for: Large institutional allocators and qualified private-fund investors seeking multi-strategy exposure across equities, macro, credit, commodities and quantitative strategies who can evaluate complex private-fund structures and performance-based compensation.

Minimum: No public universal minimum. Current private-fund references include $10 million minimums for several Citadel vehicles, but terms vary by vehicle; regulatory entries showing $0 for certain internal or master-fund structures do not imply public retail access.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Citi Self Invest

Designed for: Citi banking customers; investors who want straightforward stock, ETF, and mutual-fund access; investors who value a $0 opening minimum; users who prefer a bank-linked digital brokerage; investors who occasionally use fixed income.

Minimum: $0 account-opening minimum for Citi Self Invest; individual securities, mutual funds or other products can have their own transaction or investment minimums.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Climatize

Designed for: Investors seeking direct renewable-project exposure, including non-accredited investors starting with $10, who are comfortable reviewing Form C filings, impact-oriented debt risk and illiquid private securities.

Minimum: $10 current starting investment reference; each Regulation Crowdfunding offering can set its own terms and maximum investment constraints.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

CNote

Designed for: Impact-oriented investors seeking fixed-income exposure to community finance, including non-accredited investors using Flagship, who understand the unsecured CNote credit structure, 30-month term and limited quarterly-liquidity request process.

Minimum: Flagship is marketed with no practical minimum and uses $1 note units; that does not apply universally to every CNote product. The accredited-only Wisdom Fund, for example, uses a separate $100,000 minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Coatue Management

Designed for: Qualified technology-focused private-fund investors and allocators seeking public equity, venture, growth, tactical capital and public/private innovation strategies, with CTEK evaluated separately under its own eligibility and liquidity terms.

Minimum: No universal Coatue minimum. Current private-fund references include $5 million for Coatue Offshore Master and Coatue Long Only Offshore Master; the separate Coatue Innovative Strategies Fund (CTEK) has its own $50,000 Class S/D and $1 million Class I minimums, which are not managerwide Coatue terms.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Cobra Trading

Designed for: active stock traders; short sellers; options traders; traders who value DAS or Sterling; high-volume users who can qualify for lower commission tiers; customers who value direct-access support.

Minimum: Current Cobra marketing references a $27,000 opening minimum, but that is a broker house reference rather than a universal regulatory minimum; account type, current house requirements and applicable margin rules control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Coinbase

Designed for: Investors who want crypto and traditional securities in one interface and are willing to understand which legal entity holds each balance.

Minimum: No account minimum; $1 minimum for eligible fractional stock orders and $1 minimum USDC balance for USDC Rewards
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 3, 2026

Coinrule

Designed for: Users who want no-code rule-based trading, 24/7 crypto automation, supported stock or ETF automation, paper trading, TradingView signals and AI-assisted strategy tools, and who are comfortable supervising API permissions and venue-specific execution.

Minimum: No Coinrule platform funding minimum. Coinrule is non-custodial software and does not hold the user's investment capital; the connected broker or exchange and selected strategy determine account-balance, order-size and venue minimums. Subscription pricing is separate.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Coldstream Wealth Management

Designed for: Higher-net-worth households seeking portfolio management plus planning, including tax, estate, charitable, multigenerational or family-office needs, and clients comfortable with negotiated pricing and public/private investment strategies.

Minimum: No universal current hard asset minimum. Coldstream's current disclosure uses a $10,000 annual minimum management fee for Private Wealth and $150,000 for Family Office, both subject to waiver; a stale $2 million relationship figure should not be treated as a current hard minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Collective2

Designed for: Traders who want to automate third-party strategies in their own brokerage accounts, compare model records and use live broker execution, and who understand that model results can be hypothetical and follower fills can differ from displayed strategy performance.

Minimum: No universal Collective2 investor minimum. AutoTrade capital requirements depend on the selected strategy and connected broker, while ScoutAlpha and other managed programs can impose separate account or program requirements; the $2,000 strategy-provider criterion is not a follower minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Composer

Designed for: systematic investors; investors who want rules-based automation; users who want no-code strategy construction; investors who use backtesting before deploying a strategy; investors who want automated stock and ETF portfolios; eligible options users; IRA investors who want automated strategies.

Minimum: $50 current minimum deposit, with a separate roughly $2,500 recommended funding reference for practical strategy deployment. The recommendation is not the account-opening minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Composition Wealth

Designed for: Households seeking investment management plus financial planning, including high-net-worth and multi-family-office clients interested in public and private investment options and comfortable with third-party custody at Schwab or Fidelity.

Minimum: $500,000 general minimum relationship size, subject to waiver or reduction under the adviser's discretion.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Compound Planning

Designed for: Entrepreneurs, professionals and families seeking integrated planning and investment management, technology-enabled account monitoring, tax and estate coordination, held-away account support and optional private-market alternatives.

Minimum: No single universal minimum is supportable from current public materials. Compound's March 2026 Form CRS states a $25,000 general minimum that is flexible and negotiable, while its live FAQ states a $0 minimum; implementation minimums also include $5,000 for the Managed Foundation Portfolio and $250,000 for Custom Indexing.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Concreit

Designed for: investors who want professionally managed private real estate; investors who do not want to select individual properties; eligible non-accredited investors; investors seeking a redemption program rather than a fixed multi-year lockup; investors comfortable with a private REIT/fund structure; investors who understand that the redemption program is limited rather than guaranteed.

Minimum: No current verified universal minimum. Older Concreit materials referenced a $1 minimum, but the current 2026 public source package does not clearly establish one live universal entry minimum; current app and offering terms control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Corient

Designed for: High-net-worth and ultra-high-net-worth households seeking integrated investment and wealth planning, family-office, tax, trust and multigenerational services, including eligible investors considering private funds or alternatives.

Minimum: No strict universal client account minimum. Current disclosures show strategy-specific minimums ranging from $250,000 to $5 million, so the applicable strategy and client agreement determine the relevant threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Cornix

Designed for: Crypto traders who want hosted automation, DCA and Grid logic, Telegram/Discord/TradingView workflows, backtesting and demo states, plus businesses needing centralized multi-account trading infrastructure and comfortable with trade-authorized exchange APIs.

Minimum: No Cornix investment or account-funding minimum. Cornix is non-custodial trading software; the connected exchange, selected strategy and order-size rules determine the capital or trade minimums. Cornix subscription pricing is separate and current first-party pricing contains plan-level conflicts.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Corvex Management

Designed for: Qualified investors seeking concentrated equity exposure and active or engaged ownership, with multi-year company-specific underwriting horizons and tolerance for high position concentration.

Minimum: No public universal minimum. Corvex manages private pooled funds and separately managed accounts; minimum subscriptions, commitments or relationship sizes are vehicle- or mandate-specific and governed by the applicable documents.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Crabel Capital Management

Designed for: Institutional systematic and QEP investors seeking short- and medium-term futures/FX strategies, including momentum, mean-reversion and trend exposures, who can tolerate program-specific drawdowns and operational complexity.

Minimum: No universal Crabel minimum. Current IASG pages show $1 million minimum references for Multi-Product 1x, Gemini 1x and Advanced Trend 1x, while dated March 2026 sources show materially higher $10 million to $50 million-plus references for applicable programs; the program, vehicle and current agreement control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Creative Planning

Designed for: Households seeking integrated planning plus investment management, including clients with approximately $200,000 or more under management, high-net-worth households, tax-aware investors and eligible clients seeking private-market or alternative exposure.

Minimum: $200,000 general domestic new-client minimum for the core wealth-management relationship, subject to waiver or variation; separate service lines and international relationships can use different thresholds.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Cresset

Designed for: High-net-worth and ultra-high-net-worth households seeking investment management plus family-office, tax, estate, philanthropy, and public/private-market capabilities who are comfortable with negotiated fees and product-specific liquidity.

Minimum: $0 general asset minimum. Certain relationships can be subject to a minimum annual fee equal to the lesser of $25,000 or 2.00% of managed assets; that fee floor is not a universal asset threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Crowd Street

Designed for: Accredited investors allocating meaningfully to private markets who can accept long holding periods.

Minimum: Minimums generally start around $25,000 and vary by offering.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

Crypto.com

Designed for: Users who want crypto, stocks and other products in one app and are willing to understand the separate legal entities behind them.

Minimum: Stocks: $0 minimum deposit, with fractional investing referenced from $1. Crypto minimums depend on the asset and transaction.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Cryptohopper

Designed for: Crypto traders who want 24/7 rule-based automation, paper trading, backtesting, signals, Marketplace strategies, or Copy Bots and are comfortable managing exchange API permissions, subscription costs, and automated-execution risk.

Minimum: No specific Cryptohopper trading-capital minimum. The connected exchange sets minimum trade sizes, and the selected bot or strategy can require additional usable balance; automated trading also requires a paid Cryptohopper subscription after the trial.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

cTrader

Designed for: Algorithmic forex/CFD traders using C# or Python, users who want cloud cBots, backtesting, optimization, copy trading, or AI-agent integrations, and traders who can evaluate broker-specific leverage, costs, and execution rules.

Minimum: No universal cTrader account or deposit minimum. cTrader is trading software, so the connected broker sets account-opening, deposit, margin, and instrument minimums; cTrader Store product prices are separate from trading-capital requirements.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Cult Wine Investment

Designed for: Investors with at least $35,000 seeking a professionally managed physical fine-wine portfolio who value bonded storage and insurance, can accept 2.00%–2.75% annual management fees and do not require daily liquidity or securities-market protection.

Minimum: $35,000 current U.S. minimum managed investment. The tiered annual management fee declines from 2.75% to 2.00% at larger portfolio tiers, but those fee breakpoints are not separate investment minimums.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Curi Capital

Designed for: High-net-worth clients seeking integrated wealth management and planning, including eligible investors considering internally managed strategies or private funds, who can evaluate a meaningful annual fee floor and affiliated-product conflicts.

Minimum: No universal current wealth-relationship asset minimum. Standard Wealth Management generally has a $10,000 annual minimum fee that can be waived for some clients; a $1 million legacy/small-institution reference and the separate Wealth Builder fee floor must not be treated as universal entry thresholds.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

D. E. Shaw Group

Designed for: Sophisticated private-fund investors and institutional allocators seeking quantitative and discretionary strategies across hedge funds, active equity, multi-asset, and private-market investments who can evaluate complex vehicle-specific terms.

Minimum: No universal D. E. Shaw minimum. Current disclosures include $1 million minimum references for certain Composite, Oculus, and Valence portfolio vehicles, but those are vehicle-specific and must not be presented as firmwide new-investor access terms.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

D1 Capital Partners

Designed for: Qualified investors seeking concentrated public/private crossover exposure who can tolerate private-company valuation and liquidity risk and understand that Form 13F does not represent the complete portfolio or investor NAV.

Minimum: No universal D1 minimum. A current D1 Capital Partners Master vehicle reference is $2 million, but that figure is vehicle-specific and does not establish a managerwide minimum for hedge-fund, private-equity, or co-investment structures.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Dakota Wealth Management

Designed for: Households seeking discretionary portfolio management and financial-planning support without a current firmwide minimum, including investors comfortable evaluating tiered advisory pricing, alternatives, and proprietary-product conflicts.

Minimum: No current general account or relationship minimum. Older $1 million and $5 million references are stale and should not be revived as current firmwide thresholds.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Davidson Kempner Capital Management

Designed for: Institutions and qualified investors seeking event-driven multi-strategy, opportunistic credit/equity, private credit, or asset-based lending exposure who can evaluate complex capital structures and vehicle-specific terms.

Minimum: No universal Davidson Kempner minimum. A current Davidson Kempner International Master vehicle reference is $3 million, but that is fund-specific and should not be applied to every strategy or investor relationship.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Deep Track Capital

Designed for: Qualified investors seeking specialist biotechnology and public/pre-IPO crossover exposure who can tolerate concentrated sector risk, binary clinical or regulatory outcomes, and private-company liquidity and valuation uncertainty.

Minimum: No public universal minimum. Deep Track manages private pooled life-sciences vehicles and does not publish one firmwide subscription threshold; the applicable fund and offering documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Deerfield Management

Designed for: Institutions and qualified investors seeking specialist healthcare public/private crossover exposure who can tolerate biotechnology, clinical-development, sector-concentration, and private-investment liquidity risk.

Minimum: No public universal minimum. Deerfield operates multiple healthcare investment funds and relationships with different economics and eligibility, so current fund or account documents control the applicable subscription threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Diameter Capital Partners

Designed for: Institutions and qualified investors seeking broad credit-cycle exposure across public and private credit, stressed or distressed opportunities, direct lending, structured credit, and capital solutions who can evaluate complex vehicle-specific terms.

Minimum: No public universal minimum. Diameter manages numerous private credit, hedge-fund, securitized-asset, and related vehicles; subscription minimums and commitments are vehicle-specific and governed by the applicable offering documents.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Directed IRA

Designed for: Investors with meaningful alternative-asset balances who prefer flat custodial pricing and want real estate, private funds or Gemini-integrated crypto inside a retirement account.

Minimum: No stated account minimum. The Crypto IRA requires a separate account.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Discovery Capital Management

Designed for: Qualified investors seeking discretionary global macro and emerging-markets exposure across currencies and fixed income who can evaluate private-fund terms and understand that Form 13F is incomplete for macro portfolios.

Minimum: No public universal minimum. Discovery operates private global-macro vehicles, and current filings do not establish one managerwide subscription threshold; older private-fund schedules should not be treated as current universal terms.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

DiversyFund

Designed for: Accredited investors allocating roughly $100,000 or more to private multifamily real estate, particularly income or preferred-equity strategies, who can evaluate private-placement documents, defined-duration extensions and illiquidity; existing REIT investors monitoring legacy vehicle wind-downs.

Minimum: Current 2026 minimums are product-specific and materially higher than DiversyFund's legacy retail REIT positioning. The highlighted accredited-only Distressed Income Fund begins at $100,000, with current tiers extending to $1 million; do not revive the old $500 retail minimum as the current platform headline.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

DLP Capital

Designed for: accredited investors; investors allocating six figures or more to private real estate; investors seeking private real-estate credit; investors seeking pooled housing equity; investors comfortable with evergreen private funds; investors seeking monthly distribution options in applicable funds.

Minimum: Product-specific. Current DLP fund minimums range from $100,000 to $500,000: $500,000 for the Housing and Lending Funds, $200,000 for Preferred Credit and Building Communities, and $100,000 for Living Fully. No single minimum applies to every DLP fund.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: —

Dragoneer Investment Group

Designed for: Qualified investors seeking long-duration public/private growth-company exposure, particularly technology and internet-enabled businesses, who can tolerate private-equity valuation and liquidity risk.

Minimum: No public universal minimum. Dragoneer manages many hedge-fund, private-equity, opportunities, and related vehicles, so minimum commitments or subscriptions are vehicle-specific and governed by the applicable offering documents.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

dub

Designed for: Mobile-first investors who want real-time portfolio copying or a more managed Premium Portfolio option and are comfortable with recurring platform fees, creator or adviser strategy risk, and the fact that copied historical performance does not guarantee their own results.

Minimum: No universal brokerage-account or Premium Portfolio investment minimum is established. Current funding materials reference a $100 ACH deposit minimum, but that is a transfer minimum rather than an account-opening or advisory eligibility threshold; individual Premium Portfolios can set their own allocation minimums.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

DUNN Capital Management

Designed for: Sophisticated QEP investors and institutions seeking high-conviction systematic trend following across global futures who can tolerate substantial volatility, drawdowns, leverage, and incentive-fee economics.

Minimum: No single current universal DUNN minimum should be published. Current dated WMA references show $10 million for WMA and $25 million for WMA Institutional, both QEP-only, while older or undated databases still show about $100,000; the dated program terms control unless DUNN publishes a newer universal figure.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

DupliTrade

Designed for: Forex and CFD traders who want screened strategy-provider copy trading without a local installation or VPS, plus simulation and configurable copy sizing, and who understand that broker costs, leverage and follower execution can differ from provider results.

Minimum: No universal follower minimum. Funding and margin requirements come from the connected broker and selected strategy; the current $2,000 balance criterion applies to prospective strategy providers and must not be presented as the follower account minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Durable Capital Partners

Designed for: Qualified investors seeking long-horizon growth and public/private compounder exposure who can tolerate small- and mid-cap growth risk, concentrated positions, and private-company illiquidity.

Minimum: No public universal minimum. Durable uses private Master Fund, Growth Fund, and related structures, and current public materials do not establish one managerwide subscription threshold for all vehicles.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Dymon Asia Capital

Designed for: Institutional, accredited, or professional investors seeking Asia-focused multi-strategy, China fixed-income, or private-equity exposure who can evaluate private-fund access restrictions and vehicle-specific liquidity.

Minimum: No public universal minimum. Dymon Asia offers private multi-strategy, China absolute-return bond, and private-equity vehicles to eligible institutional, accredited, or professional investors, with minimums set by the applicable vehicle documents.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

E*TRADE

Designed for: E*TRADE combines broad investing, Power E*TRADE tools, options, futures, crypto and retirement accounts under Morgan Stanley.

Minimum: $0 minimum for a standard E*TRADE self-directed brokerage account. Core Portfolios has a separate $500 initial minimum and should not be presented as the brokerage-account minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 2, 2026

EcoR1 Capital

Designed for: Qualified investors seeking specialist biotechnology public/private crossover exposure who can tolerate concentrated sector risk, scientific and clinical uncertainty, financing risk, and private-company liquidity constraints.

Minimum: No public universal minimum. EcoR1 manages private biotechnology funds, including 3(c)(1) and 3(c)(7) vehicles, and does not publish one firmwide subscription threshold; the applicable fund documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Edelman Financial Engines

Designed for: Households seeking human financial planning plus technology-enabled discretionary investment management, especially retirement-focused clients and eligible investors considering SMAs or selected alternatives who can evaluate program-specific fees, minimums, and liquidity.

Minimum: No universal current wealth minimum. Edelman Financial Engines uses program- and model-specific thresholds that can be raised, reduced, or waived; older $5,000 and Workplace IRA $10,000 references must not be presented as a universal current minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Element Capital Management

Designed for: Institutions and qualified investors evaluating global-macro and relative-value strategies who can accommodate high vehicle-specific thresholds, private-fund terms and limited public disclosure of investor-level liquidity.

Minimum: No public universal minimum. Current records include a $50 million minimum reference for Element Capital Master Fund; that named-vehicle figure must not be treated as a managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Elliott Investment Management

Portfolio & Investment Tools

Designed for: Sophisticated qualified investors seeking event-driven, distressed and cross-capital-structure exposure who can evaluate complex private-fund terms, less-liquid assets and strategy-specific redemption provisions.

Minimum: No universal Elliott minimum. Current private-fund records include $5 million minimum references for Elliott International and Elliott Associates, while other vehicles show different thresholds; the named-fund figures are not managerwide.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Empower Personal Dashboard

Designed for: Households with accounts at multiple institutions who want free net-worth tracking, retirement planning, allocation review and fee analysis in one place.

Minimum: Dashboard: none, the software is free. Personal Strategy investment services minimum $100,000; Wealth Management tier minimum $250,000; Private Client tier minimum $1,000,000.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Empyrean Capital Partners

Designed for: Qualified investors and institutions seeking event-driven multi-strategy exposure across equity, credit and special situations who can tolerate private-fund structures and limited public disclosure of subscription and liquidity terms.

Minimum: No public universal minimum is disclosed in the current supplied sources. Subscription thresholds and commitment requirements are vehicle- or account-specific and governed by the applicable fund or account documents.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Energea

Designed for: Investors seeking low-dollar private renewable-energy infrastructure exposure, including non-accredited Class A investors, who value potential monthly distributions and can tolerate private-market, country/currency and project risk plus limited redemption liquidity.

Minimum: $100 current Class A Regulation A minimum initial investment, based on a $1 share-price reference. The $1 share price is not the investor minimum, and other share classes or offerings can use different eligibility and terms.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

EnergyFunders

Designed for: Accredited investors seeking private oil-and-gas, drilling or bitcoin-mining infrastructure exposure who can evaluate K-1 tax treatment, project and commodity risk, layered fund fees and multi-year illiquidity.

Minimum: Product-specific. Current references include $50,000 for America First Energy Fund I and $5,000 for Bitcoin Discovery Fund I; older lower minimums must not be generalized across the current platform.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

eOption

Designed for: Self-directed options traders, especially multi-contract traders, who want low per-contract pricing plus stock/ETF access and are comfortable with a discount brokerage rather than a full-service planning relationship.

Minimum: No minimum to open a domestic eOption account. International accounts require $25,000 in eligible cash and/or securities; newly opened accounts must be funded within 60 days or may be closed.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

EP Wealth Advisors

Designed for: Households around $500,000 or more of investable assets seeking a dedicated human adviser, planning and discretionary management, including eligible clients who may use alternatives and can evaluate layered fees and liquidity.

Minimum: $500,000 general relationship minimum, waivable. This is distinct from service-specific fee floors, tax-service thresholds and minimums imposed by private funds or outside managers.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Equity Trust

Designed for: Investors holding real estate, private securities, lending, crypto and public-market assets inside retirement accounts under one custodial relationship.

Minimum: Not established in the current canonical source registry.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Equitybee

Designed for: Accredited investors seeking contractual exposure to private-company outcomes through employee option funding.

Minimum: Single-offer minimum $10,000. The Venture Portfolio Fund lists a $100,000 minimum commitment, and the Reserved Fund is positioned for substantially larger customized deployment.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

EquityMultiple

Designed for: Accredited investors seeking private commercial real estate debt, preferred equity, common equity and managed-fund opportunities.

Minimum: Lowest current starting point $5,000 (e.g. Alpine Note; current Ascent Income Fund first-time investor minimum); typical offering minimums $10,000–$30,000 with $5,000 increments; offering-specific.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 3, 2026

EquityZen

Designed for: Accredited investors wanting pre-IPO exposure at lower minimums than six-figure direct-secondary marketplaces.

Minimum: Standard single-company minimum $10,000, with selected eligible opportunities as low as $5,000. Multi-company funds start at $50,000 with limited lower slots at $20,000. Direct Share Acquisitions require materially higher minimums.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

eToro

Designed for: Investors who want stocks, options and crypto in one consumer interface and who value social-market data.

Minimum: Fractional stock investing is referenced from $10. The current U.S. fee page lists a $0 withdrawal fee with a published $30 withdrawal minimum as a dated current reference.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Evoke Advisors

Designed for: High-net-worth and family-office clients seeking customized wealth management with public and private investment exposure who are comfortable with negotiated fees, private-fund economics and product-specific liquidity.

Minimum: No firmwide minimum asset requirement and no firmwide minimum fee in current regulatory disclosures. Team-level or product-level thresholds, including private-fund minimums, must not be converted into a universal Evoke minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

ExodusPoint Capital Management

Designed for: Qualified private-fund investors and institutional allocators seeking a broad multi-manager platform across discretionary and systematic strategies who can evaluate complex pass-through expenses and vehicle-specific liquidity.

Minimum: No public universal minimum. Current records include generally $5 million minimum references for core private funds; those values are vehicle-specific and must not be presented as a managerwide subscription threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Facet

Designed for: Households seeking an ongoing CFP-led relationship and fixed-dollar advisory pricing, including clients who value discretionary management and can evaluate separate sub-advisory or alternative-product costs.

Minimum: No universal Facet account minimum is published. Facet uses fixed-dollar membership pricing; the roughly $200,000 taxable-asset reference for certain direct-indexing use cases is not a universal relationship minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Farallon Capital Management

Farmland & Agriculture Investing

Designed for: Qualified private-fund investors and institutions seeking opportunistic multi-asset exposure across credit, equities, arbitrage and private markets who can tolerate vehicle-specific minimums and liquidity.

Minimum: No universal Farallon minimum. Current records include a $5 million minimum reference for FCOI II Holdings while other vehicles report different values; the named-vehicle figure is not a firmwide access threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

FarmTogether

Designed for: Accredited investors seeking farmland exposure across a wide range of capital levels and ownership structures.

Minimum: Crowdfunded farmland $15,000, Sustainable Farmland Fund $50,000, tenancy in common $500,000, bespoke whole-farm $3,000,000 and separately managed accounts $20,000,000.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

Farther

Designed for: Clients seeking a human adviser with a technology-heavy experience, multi-custodial flexibility and potential alternative-investment access who are comfortable with negotiated fees and product-specific liquidity.

Minimum: No current firmwide hard account minimum is published. Historical minimum references must not be reused as a universal current rule; program and investment-specific requirements can still apply.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Fennel

Designed for: Investors who value portfolio analytics, shareholder voting and API access; investors who prefer a subscription model without payment-for-order-flow revenue; fractional-share investors; conventional IRA investors; developers who want programmatic trading.

Minimum: No account minimum. Fennel's current Form CRS states that the self-directed brokerage does not have account minimums.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Fidelity

Designed for: Investors who want a broad full-service brokerage with taxable, retirement, cash-management and planning capabilities.

Minimum: Fidelity states that retail brokerage accounts have no opening minimum and no account fee; fractional share investing can begin with $1.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 2, 2026

First National Realty Partners

Designed for: accredited investors; investors seeking grocery-anchored retail exposure; investors comfortable with private syndications; investors allocating roughly $25,000–$100,000+ per deal depending on offering; investors using eligible SDIRA capital; investors who can tolerate five-year-plus holding periods.

Minimum: Offering-specific. Current ROIStreet research documents roughly $25,000-$100,000+ per deal depending on the offering; no single deal minimum should be presented as universal across FNRP.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: —

First Trust Managed Futures Strategy Fund

Designed for: Investors seeking managed-futures exposure through a liquid ETF rather than a direct CTA account, who are comfortable with active long/short futures, leverage, collateral holdings and a 0.98% current expense ratio.

Minimum: No fund-imposed retail investment minimum is published. FMF is an exchange-traded fund, so investors generally buy shares through a brokerage subject to share price, broker and order-size requirements.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Firstrade

Designed for: Self-directed investors who trade options, online mutual funds and broad traditional brokerage products.

Minimum: No stated account minimum in the supplied package; fractional shares are supported and the current intraday margin framework references a $2,000 minimum day-trade equity.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Fisher Investments

Designed for: Investors seeking discretionary portfolio management and financial-planning support, especially households around $1 million or more of investable assets who are comfortable with asset-based fees and third-party custody.

Minimum: Fisher's current public Personal Wealth Management reference is approximately $1 million+ of investable assets, but current regulatory disclosures contemplate relationships below $1 million. Treat $1 million as a target/reference, not an absolute universal minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

FOREX.com

Forex Trading

Designed for: Active U.S. forex traders who want a choice between spread-only and commission pricing with TradingView, MetaTrader or API access.

Minimum: No formal account minimum is stated. Current funding guidance sets a $100 minimum deposit per bank or debit transaction and recommends a $2,500 starting amount for greater trading flexibility and risk management.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Forge Global

Designed for: Accredited investors seeking direct pre-IPO share access and private-market pricing data.

Minimum: Standard direct-secondary minimum $100,000; single-company Forge fund offerings can accept indications of interest starting around $5,000 on limited, offering-specific opportunities.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

FranShares

Designed for: Investors seeking operating-business exposure outside public markets; investors interested in franchise economics; non-accredited investors where the offering permits; accredited investors evaluating private franchise deals; investors using an eligible SDIRA; investors comfortable with multi-year private-company exposure.

Minimum: Offering-specific. FranShares publishes a low-end investment reference of $500, but no universal minimum applies across every private franchise opportunity.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Frec

Designed for: taxable investors with substantial embedded gains elsewhere; investors who want direct ownership of index constituents; investors who value tax-loss harvesting; concentrated-stock holders who want gradual diversification; investors who want lower-fee direct indexing; users willing to maintain a $20,000+ strategy minimum.

Minimum: Classic direct indexing starts at $20,000, with some index/strategy minimums higher. Current long-short and Diversify strategies use substantially higher minimum ranges, generally $100,000-$500,000; no single minimum covers every Frec strategy.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Freestone Capital Management

Designed for: Higher-net-worth households seeking comprehensive wealth management, planning and access to both traditional and alternative investments who can evaluate minimum annual fee floors and private-fund costs.

Minimum: No hard account minimum. Freestone generally targets about $1 million relationships and about $2 million for Schwab-referred clients; those are fit references, not hard minimums. New-client annual management fee floors can apply separately.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

FundersClub

Designed for: accredited investors; investors seeking startup exposure through fund vehicles; investors who want relatively low private-fund minimums; investors comfortable with carry and management fees; investors willing to hold for many years; investors who want single-company and multi-company choices.

Minimum: Fund minimums start around $3,000 per fund in current supplied materials, but the $3,000 figure is a starting reference rather than a universal minimum; individual venture funds can require more.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

Fundrise

Designed for: Retail investors who want a low-friction, low-minimum allocation to professionally managed private real estate and understand the liquidity restrictions that come with it.

Minimum: $10 minimum initial investment on the taxable platform; $1,000 minimum for an IRA
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 3, 2026

Garda Capital Partners

Designed for: Institutional and qualified investors seeking specialist fixed-income relative-value exposure who can evaluate leverage, gross exposure, financing risk and private-fund liquidity rather than expecting public self-service access.

Minimum: No current public universal minimum. A historical $10 million vehicle minimum appears in older private-fund data, but it is not established as Garda's current managerwide threshold and must remain historical/vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Gemini

Designed for: Customers who want crypto trading and custody, U.S. stocks and event contracts inside a single consumer interface.

Minimum: Not established in the current canonical source set.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Glenview Capital Management

Designed for: Qualified investors seeking fundamental long/short equity and opportunistic exposure who can tolerate concentrated positions, private-fund access requirements and vehicle-specific liquidity.

Minimum: No public universal Glenview minimum. A current Glenview Capital Master Fund reference is $1 million, but that figure is vehicle-specific and must not be applied across all Glenview funds or accounts.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

GoldenTree Asset Management

Designed for: Institutions and qualified investors seeking broad public/private credit expertise, including distressed and structured credit, who can evaluate vehicle-specific minimums, leverage and liquidity.

Minimum: No universal GoldenTree minimum. Current records show $1 million minimum references for GoldenTree Master Fund Ltd. and GoldenTree Tactical Opportunities Master Fund I LP; those figures are vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Goldmoney

Designed for: Investors who specifically want legal ownership of professionally vaulted physical gold, silver, platinum or palladium and are comfortable with recurring storage costs and non-ETF withdrawal mechanics.

Minimum: No current minimum metal order amount. Goldmoney states customers can buy or sell as much or as little metal as they want, subject to quoted-price availability; the $10 monthly minimum storage charge is a fee, not an investment minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

goodcryptoX

Designed for: Crypto traders who want multi-exchange CEX/DEX automation, Grid/DCA/TradingView workflows and AI-assisted setup while retaining venue-level custody or non-custodial control and accepting crypto-market and API risk.

Minimum: No universal goodcryptoX trading-capital minimum. The software can be used with free and paid feature tiers, while actual capital requirements depend on the connected exchange or DEX, trading pair, order-size rules, gas, margin and selected strategy.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Graham Capital Management

Designed for: Institutional and qualified investors seeking systematic trend, quantitative macro or discretionary global-macro exposure who can evaluate route-specific minimums, derivatives risk and liquidity.

Minimum: No public universal Graham minimum. Current public materials cover multiple private-fund, managed-account and UCITS access routes with different eligibility and economics, so one program's minimum must not be generalized firmwide.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Greenlight Capital

Designed for: Qualified investors seeking concentrated, fundamental value-oriented long/short hedge-fund exposure who can tolerate private-fund access restrictions and periods of material divergence from broad indexes.

Minimum: No current public universal Greenlight minimum. Access is private and authorization/subscription-document based; Form D offering amounts and historical fund references do not establish one managerwide current subscription threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Gridline

Designed for: Accredited and, where required, qualified-purchaser investors using an advisor-led private-markets platform who can handle product-specific minimums, capital calls, long holding periods and fund-level fees.

Minimum: No reliable universal 2026 Gridline minimum. Current materials make investment amounts product-specific; older $50,000 or other historical references must not be revived as a platformwide minimum.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

Groundfloor

Designed for: Investors who understand short-term private real-estate credit, diversify deliberately and can accept issuer as well as borrower risk.

Minimum: $10 for individual Loans; $100-$1,000 for principal open-to-all Note terms. The accredited-only Preferred Note currently shows a $10,000 minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Gunbot

Designed for: Technically capable crypto traders who want locally controlled automation, backtesting and advanced strategy tools and are comfortable managing exchange APIs, infrastructure and strategy risk.

Minimum: No universal Gunbot trading-capital minimum. Gunbot is self-hosted trading software; the capital needed to run a strategy depends on the connected exchange, market, order-size rules, number of pairs/bots, leverage and strategy configuration.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

HaasOnline

Designed for: Advanced crypto traders who want hosted or self-hosted automation, HaasScript, backtesting and AI/MCP-assisted development while retaining exchange custody and accepting substantial configuration and market risk.

Minimum: No universal HaasOnline trading-capital minimum. Subscription prices are software fees, not account-funding requirements; actual trading capital depends on the connected exchange, market, order minimums, margin and bot configuration.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Halbert Hargrove

Designed for: Households seeking integrated human financial planning and portfolio management, including qualified investors considering private or interval-fund exposure, who are comfortable with progressive AUM fees and product-specific liquidity.

Minimum: No current firmwide hard account minimum and no current standard minimum annual fee are established in the 2026 brochure. Do not infer a minimum from the first $5 million fee tier or reuse the stale $7,500 minimum-fee reference.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

HappyNest

Designed for: Existing HappyNest shareholders researching the current structure; investors studying non-traded Regulation A real-estate securities; investors who can tolerate very limited liquidity; investors comfortable reading SEC filings rather than relying on app-era marketing copy; users who understand that a non-traded REIT can operate very differently from an exchange-listed REIT.

Minimum: No current universal individual-investor minimum is verified from the current public onboarding flow. HappyNest's 2026 filings continue to describe the Regulation A offering, but the current public site does not clearly verify a new-subscriber path; the $300,000 filing reference is a company-level offering threshold, not an individual minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Harvest Returns

Designed for: Investors seeking private agriculture or agricultural-credit exposure who can analyze offering-specific collateral, sponsor and operating risk and tolerate multi-year holding periods.

Minimum: No universal Harvest Returns minimum. Current opportunities can start as low as $5,000, while Harvest Returns Private Credit Fund II has a $25,000 minimum; each offering's documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

HB Wealth

Designed for: Households around $1 million or more seeking fee-only planning and investment management, including eligible clients interested in private markets and families needing higher-touch family-office services.

Minimum: No universal hard asset minimum. HB Wealth's public service ladder begins around $1 million of investable assets, while the current minimum annual fee is generally $12,500 and can be negotiated below; the fee floor is not an account-balance minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Highbridge Capital Management

Designed for: Institutional and qualified investors seeking credit relative-value, volatility and opportunistic strategies who can evaluate leverage, derivatives, private-fund structures and limited liquidity.

Minimum: No public universal Highbridge minimum. A $0 minimum field appearing in a Tactical Credit Form D record is a vehicle filing field and does not establish free or public managerwide access.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Hightower Advisors

Designed for: High-net-worth clients seeking a dedicated adviser practice backed by national investment, planning and family-office infrastructure and who are comfortable with practice-specific pricing and potential affiliated-manager conflicts.

Minimum: No general firmwide Hightower account minimum or minimum annual fee. Individual Advisor Practices, managers, strategies and private placements can impose their own thresholds.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Hiive

Designed for: Accredited investors seeking late-stage private-company exposure and shareholders seeking secondary liquidity.

Minimum: Standard minimum transaction $25,000 per the June 1, 2026 U.S. Form CRS. Certain private funds can impose higher minimums; there is no single universal minimum.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

HMI Capital Management

Designed for: Qualified investors seeking a concentrated, research-intensive long-term strategy and who can tolerate idiosyncratic company risk, private-fund access and vehicle-specific liquidity.

Minimum: No current public universal HMI minimum. Private-offering evidence confirms 3(c)(7) pooled-fund structures but does not establish one current managerwide subscription threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Holocene Advisors

Designed for: Qualified investors seeking fundamental equity long/short or concentrated long-only exposure with sector-specialist research and quantitative risk tools, and who can accept private-fund access and liquidity.

Minimum: No current universal Holocene minimum. An older 2024 vehicle schedule showed $1 million references, but that historical figure is not established as a current managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Honeycomb Credit

Designed for: Investors seeking community small-business credit, including non-accredited investors starting with $100, who can evaluate borrower-specific default risk, fees and private-security illiquidity.

Minimum: $100 current platform starting minimum, subject to offering-specific terms.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Hudson Bay Capital Management

Designed for: Qualified investors seeking a broad multi-strategy platform spanning relative value, event-driven, volatility and credit who can evaluate complex derivatives, private vehicles and manager-specific liquidity terms.

Minimum: No current public universal Hudson Bay minimum. The manager's public and regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

IASG

Designed for: Investors comparing multiple CTA programs or building managed-futures allocations who want specialist research and monitoring and understand that minimums, fees, leverage and liquidity belong to the selected program and FCM account.

Minimum: No universal IASG platform minimum. IASG lists hundreds of CTA and alternative programs with program-specific minimums, fees, eligibility, markets and leverage; the selected manager/program controls.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

iCapital

Designed for: RIAs, wealth firms, family offices and high-net-worth investors using an advisor relationship to access private funds or structured investments and who can tolerate product-specific lockups, fees and complex reporting.

Minimum: No universal iCapital investor minimum. Private-equity access funds, direct private funds, hedge funds, structured investments and registered products can use different thresholds and eligibility rules.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

iMGP DBi Managed Futures Strategy ETF

Designed for: Investors seeking managed-futures exposure in an exchange-traded ETF wrapper who want easier brokerage access than a private CTA program and can accept model-replication, derivatives and tracking risk.

Minimum: No fund-imposed investment minimum is published for DBMF. As an exchange-traded ETF, investors generally buy shares through a brokerage, subject to the share price and any broker-specific fractional-share or order-size rules.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Inspira Financial

Designed for: Self-directed retirement investors who want a custodian for private or alternative assets and are comfortable performing their own due diligence, paying custody/holding fees and accepting asset-specific liquidity.

Minimum: No universal investment minimum is established for Inspira's self-directed IRA custody. Fee tiers and the Starter Account's below-$20,000 pricing reference are not investment minimums; the underlying alternative asset or sponsor can impose its own threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Interactive Brokers

Designed for: Investors and traders who use global market access, active derivatives trading, margin, APIs or overnight markets.

Minimum: $0 brokerage account minimum; $0 maintenance and inactivity fees on individual accounts.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 2, 2026

IRA Financial

Designed for: Investors who use the flexibility — real estate, private deals, crypto, checkbook control and public securities within one retirement-account relationship.

Minimum: No stated account minimum. The Crypto IRA currently shows a $0 minimum balance and a $10 minimum trade.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

iTrustCapital

Designed for: Investors who want cryptocurrency and precious-metals exposure inside a self-directed IRA, can meet the $1,000 initial minimum and are comfortable with transaction-based crypto fees and third-party qualified custody.

Minimum: $1,000 initial IRA minimum, with a $500 minimum for additional inflows. These are platform/account funding references; individual crypto or precious-metals transactions can have separate execution requirements.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

J.P. Morgan Self-Directed Investing

Designed for: Existing Chase customers; long-term stock and ETF investors; investors who want $5 fractional purchases in eligible large-cap securities; mutual-fund investors; Treasury investors; IRA investors; investors who value banking and brokerage inside the same app.

Minimum: $0 account-opening minimum for the self-directed brokerage. The $5 fractional-share amount is a minimum eligible fractional purchase, not an account-funding requirement.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

JANA Partners

Designed for: Qualified investors seeking concentrated equity exposure with an engaged-ownership or activist component who can tolerate private-fund access restrictions, single-name concentration and vehicle-specific liquidity.

Minimum: No current public universal JANA minimum is established. Private-fund subscription thresholds are vehicle-specific and should not be inferred from regulatory AUM, Form D amounts or historical fund references.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Johnson Investment Counsel

Prediction Markets & Event Contracts

Designed for: Households seeking investment management and ongoing financial planning together, including clients who value in-house research and eligible investors who may consider private funds, while accepting third-party custody and product-specific costs.

Minimum: No universal hard wealth-management minimum. Johnson's current materials permit relationships below $1 million at its discretion; the $2 million breakpoint in the new-client fee schedule is a pricing tier, not an account minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Kalshi

Designed for: Traders who want CFTC-regulated event contracts on an order book, and eligible U.S. traders interested in regulated crypto perpetual futures.

Minimum: No stated account minimum. Contracts typically trade between 1¢ and 99¢; perpetual futures require an approved margin account.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Kepos Capital

Designed for: Qualified and institutional investors seeking systematic macro, carbon-market or equity-event strategies who understand derivatives, specialized exposures and private-vehicle liquidity.

Minimum: No universal Kepos minimum. Historical vehicle records include materially different minimum references, including $5 million and $100,000, demonstrating that terms are vehicle-specific rather than managerwide.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

King Street Capital Management

Designed for: Institutions and qualified investors seeking opportunistic or multi-strategy credit exposure who can tolerate distressed/special-situations risk, private-market illiquidity and vehicle-specific access terms.

Minimum: No universal King Street minimum. A $10 million minimum reference for King Street Capital Master Fund is vehicle-specific and must not be presented as the managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Koyfin

Designed for: Fundamental and global investors who want institutional-style research and custom dashboards without institutional-terminal pricing.

Minimum: No investment minimum; Koyfin is a subscription platform with a functional free tier.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Kraken

Designed for: Active crypto traders who also want conventional equities and regulated U.S. futures in one ecosystem.

Minimum: Not established in the current canonical source set.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

KraneShares Mount Lucas Managed Futures Index Strategy ETF

Designed for: Investors seeking rules-based managed-futures exposure through an ETF, especially those wanting commodity, currency and global-bond trend signals without equity-index futures, and who can tolerate model and derivatives risk.

Minimum: No fund-imposed investment minimum is published for KMLM. As an exchange-traded ETF, access is generally through a brokerage and depends on the share price plus any broker-specific fractional-share or order-size rules.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

KryllOS

Designed for: Technically capable crypto traders who want free, open-source, self-hosted automation with visual and AI-assisted strategy building and are comfortable managing VPS infrastructure, exchange APIs and strategy risk.

Minimum: No KryllOS platform trading-capital minimum. The core software is free, open source and self-hosted; actual capital requirements come from the connected exchange, market, order-size rules and strategy configuration.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Laurion Capital Management

Designed for: Qualified investors seeking cross-asset multi-strategy, relative-value and macro exposure that blends qualitative and quantitative research and who can tolerate derivatives complexity and private-fund liquidity.

Minimum: No current public universal Laurion minimum is disclosed. Regulatory AUM, private-fund gross assets and Form 13F values do not establish an investor subscription threshold; governing vehicle documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

LexShares

Designed for: Accredited investors seeking a genuinely nontraditional private-market exposure; investors comfortable underwriting legal-outcome risk; investors able to diversify across multiple private opportunities; investors who can tolerate uncertain case duration; investors who do not need interim liquidity; investors willing to read deal-specific offering documents rather than rely on a platform headline return.

Minimum: No verified universal current investor minimum. Older LexShares references can cite $2,500, but current public investor materials do not establish that amount as a universal 2026 threshold; offering-specific subscription documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Lido Advisors

Designed for: High-net-worth households around $1 million or more seeking private-wealth management, planning and alternative-investment access who are comfortable with minimum fee floors, outside-manager costs and product-specific liquidity.

Minimum: $1 million general account minimum, waivable at Lido's discretion. The $10,000 minimum annual advisory-fee reference is a separate economic threshold and should not be converted into an asset minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Light Street Capital Management

Designed for: Qualified investors seeking concentrated global technology and innovation exposure across public and private markets who can accept sector concentration, private-vehicle access and strategy-specific liquidity.

Minimum: No current public universal Light Street minimum. Historical fund databases contain materially different vehicle references and are not a reliable basis for one current firmwide subscription threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Lightspeed

Designed for: high-volume stock traders; high-volume options traders; futures traders; direct-access traders; users who need hotkeys and advanced order routing; traders willing to pay platform/data costs for specialized tools.

Minimum: Product-specific. Lightspeed's U.S. Trader Pro account reference is $2,500, while futures accounts use a $10,000 opening minimum; the futures threshold must not be applied to every securities account.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Linqto

Designed for: Existing customers monitoring positions and readers researching the platform's historical structure and the ongoing Chapter 11 process.

Minimum: No current actionable minimum because platform transactions are paused. Linqto's marketing pages still display a $1,000 initial minimum reference, while its posted October 2023 Form CRS states a typical SPV minimum of $10,000 that can vary or be waived.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

LNW

Designed for: High-net-worth households with several million dollars of investable assets seeking integrated wealth planning, trust/estate coordination and public/private investment management and who can tolerate alternative-investment illiquidity.

Minimum: $3 million general account minimum, subject to LNW's discretion and therefore waivable. Treat the amount as the firm's general relationship threshold rather than an absolute statement that no smaller relationship can be accepted.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

LoCorr Market Trend Fund

Designed for: Investors seeking a dedicated liquid managed-futures allocation through a mutual fund who can access the appropriate A/C/I share class and are comfortable with long/short futures, leverage and relatively high alternative-fund expenses.

Minimum: Class A (LOTAX) and Class C (LOTCX): $2,500 initial minimum; Class I (LOTIX): $100,000. The subsequent minimum is $500 across classes and minimums can be waived; $100,000 is not a fundwide minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Lofty

Designed for: investors seeking individual residential-property exposure; investors starting with small amounts; investors who want daily rental distributions; investors who want property-level voting; investors comfortable with blockchain-recorded ownership; investors who value the ability to place secondary sell orders without a multi-year contractual holding period.

Minimum: $50 current platform starting reference. Property-share prices vary by listing, so $50 should be treated as a current entry reference rather than a fixed universal account-funding requirement.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Lone Pine Capital

Designed for: Qualified investors seeking fundamental long-only, long/short or private-company equity exposure who can tolerate concentrated active management, vehicle-specific minimums and private-fund liquidity.

Minimum: No universal Lone Pine minimum. A $1 million minimum reference for Lone Cascade is vehicle-specific and must not be applied to every Lone Pine fund or strategy.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Lynx Asset Management

Designed for: Sophisticated investors seeking systematic managed-futures exposure with a long live track record who can accept monthly or program-specific liquidity, derivatives risk and route-specific minimum and performance-fee terms.

Minimum: No universal Lynx minimum. The Swedish Lynx Fund publishes a SEK 500,000 initial minimum, while IASG publishes a $250,000 program reference for another route; both must remain attached to their respective access channels.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

M1 Finance

Designed for: Investors who already know their target allocation and want contributions apportioned automatically across it, rather than traders who need intraday execution.

Minimum: $100 to open an individual, joint, custodial or crypto account; $500 for Traditional, Roth and SEP IRAs; $5,000 for trust accounts. Minimum stock or ETF order is $1.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 3, 2026

Madison Trust Company

Designed for: Self-directed IRA investors who want broad alternative-asset custody, including Checkbook IRA or CryptoFlex structures, and are comfortable with flat custody fees, transaction charges, a $500 cash reserve and asset-specific liquidity.

Minimum: No universal underlying investment minimum. Madison requires a $500 minimum cash balance in the account for fees and expenses; that cash reserve is not an investment minimum, and each alternative asset can impose its own threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Magnetar Capital

Designed for: Institutional and qualified investors seeking multiple alternative-strategy sleeves, including quantitative arbitrage and alternative credit, who can evaluate private funds one vehicle at a time and distinguish public AUM, regulatory AUM and fund-level terms.

Minimum: No public universal Magnetar minimum. Current private-fund records contain materially different vehicle-level minimum fields, including zero/internal values and six- or seven-figure references; those values must remain attached to the applicable vehicle.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Magnifi

Designed for: investors who want AI-assisted investment research; investors with accounts at multiple brokerages; users who want natural-language search rather than conventional screeners; investors who want to compare stocks, ETFs, and mutual funds; users who value portfolio-level risk and scenario tools; investors who want investment recommendations but retain final trading discretion.

Minimum: No universal Magnifi investment-capital minimum is established. Magnifi's free and Premium subscription pricing is a software/advisory cost rather than an account-funding requirement; linked brokerages and individual securities or funds can impose their own minimums.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

MAI Capital Management

Designed for: Households around $500,000 or more seeking integrated wealth management, planning and family-office capabilities, including eligible investors considering private funds, who are comfortable with negotiated fees, third-party custody and product-specific liquidity.

Minimum: $500,000 suggested investment-management minimum, not an absolute requirement. MAI's current Form CRS also gives a broader $250,000-$500,000 suggested range; smaller accounts can be accepted for wealth-management clients, and separate service/profile references must not be treated as hard account minimums.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Man Group

Designed for: Institutional investors and financial professionals seeking a broad platform of systematic, discretionary, liquid-alternative and private-market strategies who can evaluate product-specific access, fees and liquidity rather than expecting one Man Group term sheet.

Minimum: No universal Man Group private-fund minimum. Man Group operates many strategies, public products and private vehicles through multiple investment managers and legal entities; the applicable product documents and distribution channel determine minimums.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Marshall Wace

Designed for: Institutions seeking equity long/short or systematic alternatives; investors comfortable with complex hedge-fund structures; allocators evaluating quantitative, systematic and fundamental strategies; investors able to evaluate master/feeder structures and vehicle-specific terms; investors who understand that 13F holdings are not the complete economic portfolio.

Minimum: No public universal Marshall Wace minimum. A current vehicle-specific reference for Marshall Wace Funds PLC - MW Eureka Fund is $115,220; that feeder-fund threshold must not be presented as a managerwide minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Mason Capital Management

Designed for: Qualified investors seeking a concentrated event-driven or special-situations manager who can tolerate high single-position concentration, private pooled-vehicle access and limited public disclosure of current fund terms.

Minimum: No current public universal Mason minimum. Current materials do not publish a firmwide subscription threshold; historical or vehicle-specific minimum references should not be converted into a current managerwide term.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Masterworks

Designed for: Investors interested in fractional exposure to investment-grade artwork and willing to accept specialized, illiquid alternative-investment risk.

Minimum: $15,000 stated per-offering minimum; waivers possible and offering-specific variation exists. At a $20 offering price, $15,000 equals 750 shares.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 3, 2026

Maverick Capital

Designed for: Qualified investors seeking research-driven global public-equity strategies and private-market exposure who can evaluate different net-exposure profiles, short-selling or leverage where applicable, and vehicle-specific liquidity.

Minimum: No public universal Maverick minimum. The firm operates multiple public- and private-market strategies and private vehicles; any subscription threshold is vehicle-specific and governed by the applicable offering documents.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Mercer Advisors

Designed for: Households seeking integrated investment, tax and estate planning, especially high-net-worth clients able to absorb the applicable service-level minimum fees and eligible investors considering private funds or other specialty investments.

Minimum: No single firmwide asset minimum applies across every Mercer service lane. Current programs use service-specific minimum annual fees, including a $15,000 Custom Wealth minimum annual fee; that fee floor is not an asset-balance minimum and must not be applied to Guided Investing or other service levels.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Merit Financial Advisors

Designed for: Households seeking financial planning and investment management together, including clients comfortable with adviser-negotiated pricing, a national adviser network and eligible alternative-investment exposure.

Minimum: No universal firmwide asset minimum. Merit may impose a minimum account balance or minimum fee in the client's advisory agreement, but current disclosures do not establish one platformwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Merrill Edge

Designed for: Traditional investors, retirement accounts and Bank of America households

Minimum: $0
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 2, 2026

MicroVentures

Designed for: non-accredited investors seeking eligible startup crowdfunding; accredited investors seeking private placements; investors seeking lower startup minimums in selected Reg CF deals; investors interested in private-company secondary transactions; investors willing to accept long holding periods; investors comfortable evaluating deal-specific fees and offering documents.

Minimum: Deal-specific. Selected Regulation Crowdfunding opportunities can begin around $100, while accredited-investor private placements commonly reference roughly $5,000–$15,000 and some private deals can require $25,000–$50,000 or more. No single platform minimum applies.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Millennium Management

Designed for: Large institutional allocators and qualified private-fund investors seeking multi-manager diversification across equity, arbitrage, fixed income, commodities and quantitative strategies who can evaluate complex fund structures, pass-through expenses and vehicle-specific liquidity.

Minimum: No universal Millennium minimum. Current vehicle references include approximately $5 million for Millennium Partners, $25 million for a WMA systematic-equity master vehicle and $250 million for an institutional fund; these are vehicle-specific and do not establish one managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Mission Wealth

Designed for: Clients near or above $1 million seeking traditional CFP-led wealth management, as well as smaller households using MissionForward, including eligible investors who want planning integrated with public and private investment exposure.

Minimum: $1 million general minimum for traditional Wealth Management, waivable. MissionForward is a separate service with a $0 AUM minimum; its lower entry point must not be used to erase the traditional service threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Modera Wealth Management

Designed for: Households seeking fee-only planning and portfolio management, particularly larger relationships where the $12,000 annualized minimum fee is less dominant, and clients comfortable with tax-aware management and product-specific alternative-investment liquidity.

Minimum: $0 required initial or ongoing asset minimum. Wealth Management generally carries a $3,000 quarterly minimum fee, or $12,000 annualized; that fee floor is a cost threshold, not an asset-size minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Moneta

Designed for: Clients seeking a fee-only advisory relationship with no formal firmwide account minimum, including families wanting planning, family-office capabilities and alternative investments who can evaluate negotiated fees, custody relationships and private-market liquidity.

Minimum: No formal account-size minimum. Individual investment products, private funds or managers can impose their own thresholds, but Moneta does not publish one firmwide asset minimum for the advisory relationship.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

moomoo

Designed for: Active traders who want deep market tools, aggressive options pricing and Asian-market access in one mobile-first platform.

Minimum: No stated account minimum in the supplied package; fractional shares are supported.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Moonfare

Designed for: Accredited or otherwise qualifying high-net-worth investors seeking institutional private-equity fund and secondary-market access below typical GP minimums who can meet product-specific commitments, handle capital calls and hold investments for many years.

Minimum: No universal Moonfare minimum. Current U.S. references include roughly $75,000 for many direct private-equity fund opportunities and $25,000 for the Secondary Strategy, while individual vehicles can use different thresholds such as $125,000; offering documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Moore Capital Management

Designed for: Sophisticated and institutional investors researching a long-established global private-fund manager who can evaluate multiple relying advisers, vehicle-specific fund terms and macro-oriented exposures that are not fully represented by Form 13F.

Minimum: No current public universal Moore Capital minimum. Current filings show a large private-fund complex with vehicle-specific terms, while zero, low or historical minimum fields must not be treated as a managerwide public subscription threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Morningstar Investor

Designed for: Long-term stock, ETF and mutual-fund investors who want look-through portfolio analysis, fund overlap detection and Morningstar analyst research.

Minimum: No investment minimum; the product is a subscription. Standard pricing is $34.95 per month or $249 per year, with a 7-day free trial.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Netcapital

Designed for: Non-accredited investors seeking startup access; accredited investors seeking private-company offerings; investors starting around $100; investors willing to evaluate issuer financials and Form C filings; investors comfortable holding illiquid securities; investors who want direct private-company exposure rather than a venture fund.

Minimum: Offering-specific. Netcapital publishes minimums as low as $99, and a current offering can use a different amount; $99 must not be applied as a universal minimum to every issuer.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

New Direction Trust Company

Designed for: Self-directed retirement investors seeking broad alternative-asset custody, including private equity, private debt, precious metals, real estate or Checkbook IRA structures, who are comfortable making their own investment decisions and accepting asset-specific liquidity.

Minimum: No universal underlying investment minimum. New Direction Trust Company is a directed SDIRA custodian; each private asset, precious-metals transaction or connected brokerage investment can have its own minimum or funding requirement.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

NewEdge Wealth

Designed for: High-net-worth and ultra-high-net-worth households, families and family offices seeking advanced wealth strategy, private markets, structured investments and outside managers who are comfortable with negotiated pricing and layered product costs.

Minimum: No published firmwide account-value minimum. Individual advisory agreements, outside managers and private funds can impose relationship- or product-specific minimum balances or minimum fees.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

NinjaTrader

Designed for: Active futures and micro-futures traders who want low intraday margins, several commission models and C# strategy automation.

Minimum: $0 advertised minimum deposit. ACH or debit funding can require a minimum transfer amount, and sufficient margin is still required to trade.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Nurp

Designed for: Traders who want a packaged algorithm rather than building one; users comfortable linking an external brokerage; traders who want white-glove onboarding/support; users willing to commit substantial upfront software cost; users who understand leveraged forex/commodity/crypto-style risks; traders who want adjustable exposure and stop-loss settings; customers who can tolerate complete loss of trading capital.

Minimum: Nurp's current Intelligent Trader materials use a $10,000 minimum broker-deposit reference. That trading capital is held at the external broker and is separate from Nurp's software cost; current public pages also conflict on the upfront software price, so no single universal software-fee amount should be substituted for the deposit minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Nut Tree Capital Management

Designed for: Qualified investors seeking stressed/distressed credit, special situations and deep-value exposure who can tolerate restructuring risk, concentrated positions and private-fund liquidity.

Minimum: No current public universal Nut Tree minimum. Current regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold; private-fund offering documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

OANDA

Forex Trading

Designed for: U.S. forex traders who want precise position sizing, API access and a choice between spread-only and commission-based core pricing.

Minimum: Spread-only pricing has no stated minimum. Core spreads plus commission currently requires a $10,000 minimum initial deposit or balance.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

OctoBot

Designed for: Users who want open-source crypto trading automation with both hosted and self-hosted options, AI-assisted strategy creation, TradingView workflows and eligible futures automation, and who are comfortable monitoring automated execution and deployment-specific security risk.

Minimum: No universal OctoBot trading-capital minimum. Current cloud plans start at $0, with paid software tiers separate from trading capital; actual capital requirements depend on the connected exchange, market, order-size rules, strategy and any derivatives margin.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

OneGold

Designed for: Investors who want vaulted physical-metal exposure; investors who want smaller digital purchase increments than typical whole-bar purchases; users who value physical redemption; investors seeking gold, silver and platinum in one account; users comfortable paying recurring storage rather than an ETF expense ratio.

Minimum: No universal metal-purchase minimum. OneGold separately references a $100 bank-wire purchase minimum and a $100 minimum funding deposit, while some direct purchase methods can permit smaller transactions; the $100 figure must not be presented as a universal minimum position size.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Option Alpha

Designed for: Options traders who want no-code automation; traders building rule-based equity or options strategies; users who want paper trading before connecting a broker; traders who want backtesting integrated with bots; users of currently supported brokers; traders who value capital and position safeguards; users comfortable monitoring broker/API connectivity.

Minimum: No universal Option Alpha trading-capital minimum. Option Alpha is software and does not custody the brokerage account; broker-sponsored Pro arrangements use separate qualifying references such as $10,000 at TradeStation and $5,000 at Tradier or tastytrade, while paid Pro subscription pricing is a separate software cost.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Origin Investments

Designed for: accredited investors seeking multifamily exposure; investors comfortable with $100,000+ private-fund minimums; 1031-exchange investors seeking DST replacement property; investors who want pooled multifamily exposure rather than individual-property crowdfunding; investors who value tax-aware private real estate structures; investors able to tolerate long holding periods.

Minimum: No universal Origin minimum. Current product references include $100,000 for IncomePlus and Select Asset funds, $50,000 for QOZ Fund III, $100,000 for Strategic Credit and higher thresholds for co-investments or DSTs; the applicable product controls.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: —

OurCrowd

Designed for: accredited investors seeking global startup exposure; investors seeking Israeli and international private companies; investors who want individual startup selection; investors who also want venture funds or other private alternatives; investors with enough capital to diversify across multiple private deals; users willing to accept multi-year illiquidity.

Minimum: No universal OurCrowd minimum. Startup Select commonly uses a $10,000 per-company reference; Portfolio Select requires $50,000 to open and starts allocations at $5,000 per company; fund investments retain their own fund-specific minimums.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

Palestra Capital Management

Designed for: Qualified investors seeking research-intensive long/short equity exposure who can tolerate leverage, short selling, concentration and private-fund liquidity restrictions.

Minimum: No current public universal minimum. Palestra's current disclosures establish private pooled-fund access but do not publish one managerwide subscription threshold; the applicable fund offering and subscription documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Paloma Partners

Designed for: Qualified investors seeking a diversified multi-manager hedge-fund platform spanning systematic, credit relative-value, long/short equity and volatility strategies who are comfortable with manager-selection and private-fund liquidity risk.

Minimum: No current public universal Paloma minimum. Investor access is through private offerings and related vehicles, and Paloma does not publish one managerwide subscription threshold; the applicable fund documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Parallel Advisors

Designed for: High-net-worth individuals and families seeking integrated wealth planning, tax and trust capabilities, discretionary management and potential private-investment access who are comfortable with progressive AUM pricing and a $7,500 annual minimum fee.

Minimum: No general asset-size minimum is published for the standard relationship. Parallel instead has a $7,500 annual minimum advisory fee; that fee floor is an economic threshold, not a required account balance, and can raise the effective percentage for smaller accepted relationships.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

PDT Partners

Designed for: Institutions and qualified investors seeking mature systematic quantitative hedge-fund exposure who are comfortable with model-driven automated trading and private pooled-vehicle terms.

Minimum: No current public universal PDT minimum. PDT serves private-fund investors and does not publish one managerwide subscription threshold; the applicable private-fund offering and subscription documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Pentwater Capital Management

Designed for: Qualified investors seeking event-driven hedge-fund exposure, including merger arbitrage and corporate catalysts, who can tolerate deal-break, litigation, derivatives and private-fund liquidity risk.

Minimum: No current public universal Pentwater minimum. Access is qualification-based through private offering documents, and current public materials do not establish one managerwide subscription threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Percent

Designed for: Accredited investors seeking self-directed private credit with deal-level visibility and minimums below traditional private-credit funds.

Minimum: Direct Investing minimum $500. Blended Notes minimum $5,000. Current public SMA materials do not establish a single universal retail minimum.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

Perceptive Advisors

Designed for: Qualified investors seeking specialist life-sciences exposure, including public/private crossover, healthcare private credit or venture strategies, who can tolerate clinical, regulatory, concentration and private-market liquidity risk.

Minimum: No current public universal Perceptive minimum. The firm operates multiple private strategies across public/private life sciences, private credit and venture capital, and current public disclosures do not establish one managerwide subscription threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Perigon Wealth Management

Designed for: Clients seeking no current firmwide account minimum, discretionary or non-discretionary management, planning and custodian flexibility, including eligible investors considering alternatives, private vehicles or digital assets.

Minimum: No current general account or relationship minimum. Product, program, private-vehicle and third-party-manager minimums can still apply and should not be converted into a firmwide Perigon threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Pershing Square Capital Management

Designed for: Qualified private-fund investors seeking concentrated fundamental equity exposure and public-market investors evaluating listed Pershing Square Holdings who understand that private-fund and listed-vehicle access, fees and liquidity are different.

Minimum: No universal Pershing Square private-fund minimum. Current references of approximately $5 million for Pershing Square L.P. and Pershing Square International are vehicle-specific and must not be applied to every Pershing Square strategy or to listed Pershing Square Holdings.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Phoenix Energy

Designed for: Investors specifically seeking high-yield private/registered corporate debt; investors who understand issuer credit analysis; investors comfortable with oil-and-gas business exposure; income-oriented investors able to accept illiquidity; accredited investors evaluating the separate Reg D offering; investors who can hold the applicable note if redemption is unavailable.

Minimum: Offering-specific. Current references are $1,000 for Phoenix Flex Junior Secured Notes, $5,000 for the registered offering and $25,000 for the accredited-only private placement; no single Phoenix Energy minimum applies across all three.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

PIMCO TRENDS Fund

Designed for: Investors seeking a broad systematic-trend mutual fund, including institutions able to meet applicable institutional-class minimums and retail investors accessing A/C shares, who are comfortable with derivatives, turnover and PIMCO's implementation discretion.

Minimum: Share-class specific. Institutional, I-2 and I-3 shares generally use a $1 million initial minimum; Class A and Class C generally use a $1,000 initial minimum with a $50 subsequent minimum. Intermediary or eligibility rules can modify access, so $1 million is not a fundwide minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Pionex.US

Designed for: U.S. crypto users who want Grid, DCA and rebalancing bots integrated into the exchange interface, are comfortable setting their own strategy parameters and understand that 24/7 automation does not guarantee profit or remove venue and custody risk.

Minimum: No universal Pionex.US account or bot minimum is established. Required bot capital depends on the selected crypto asset and bot parameters and is displayed for the specific setup; older references such as roughly 100 USDT per selected currency for the Rebalancing Bot are bot-specific, not a platformwide account minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

PiTrade

Designed for: Investors who want risk-matched stock/ETF portfolio copying, automatic synchronization, Interactive Brokers custody and optional AI-assistant interaction with a live portfolio, and who are comfortable with a digital adviser rather than an assigned human adviser.

Minimum: No single current minimum should be published because PiTrade's own public materials conflict: the homepage references $100, while current Global Availability/funding materials reference $10. Treat the universal minimum as unresolved and let the current account/app flow control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Plancorp

Designed for: Households seeking fee-only planning and discretionary portfolio management with transparent progressive pricing, including families that may use outside managers or private investments and can absorb the $12,000 annual minimum fee.

Minimum: No account-size minimum. Plancorp instead has a $12,000 minimum annual individual advisory fee; that economic floor is separate from account eligibility and can make smaller accepted relationships expensive on an effective-percentage basis.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Plynk

Designed for: beginner investors; investors starting with small dollar amounts; users who want stocks, ETFs, mutual funds, and crypto in one app; investors who value simulated trading and education; dividend investors who can use the current match program; users interested in a low-cost optional premium tier.

Minimum: No broad account-funding minimum is established for the standard brokerage in current supplied materials. Plynk supports small-dollar investing with a $1 fractional-investing reference, and supported crypto also has a $1 minimum trade; those are transaction-size references, not a universal account minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Point72 Asset Management

Designed for: Qualified private-fund investors and institutions seeking a broad multi-strategy platform spanning fundamental equities, systematic investing, global macro, private credit and venture exposure who can evaluate vehicle-specific access and liquidity.

Minimum: No universal Point72 minimum. Current regulatory references of approximately $100,000 for Point72 Associates and Point72 Capital are vehicle-specific and must not be presented as a managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Public

Designed for: Self-directed investors who want stocks, ETFs, bonds, options and other products in a modern app with paid research/data features available through Public Premium.

Minimum: No broad platform minimum is emphasized for the standard self-directed account; product-specific minimums can apply.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 2, 2026

Pure Financial Advisors

Designed for: Households seeking planning-centered investment management, retirement and tax-aware advice, including clients who value a fee-only model and discretionary management and are comfortable with a progressive AUM fee.

Minimum: No firmwide asset minimum is required to become a client. Pure's progressive AUM fee schedule begins at 1.60% on the first $350,000, but portfolio size, fee economics and service fit should not be converted into an eligibility minimum that the firm does not publish.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Qapital

Designed for: Users who want automated saving and goal-based ETF investing in one app, prefer automatic rebalancing and dividend reinvestment, and are comfortable paying a monthly membership rather than using a self-directed intraday brokerage.

Minimum: No clean universal current investment minimum is established by Qapital's current consumer pricing and Invest materials. Do not revive a historical minimum merely to populate the field; current onboarding and account documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

QMS Capital Management

Designed for: QEP, institutional and sophisticated private-fund investors seeking systematic global macro and managed-futures exposure who can tolerate futures, FX, leverage, performance-fee economics and vehicle-specific liquidity.

Minimum: No universal QMS minimum. The direct IASG Diversified Global Macro Strategy reference is $5 million, while current private-fund records can show different figures, including a $0 Form D field for a U.S. fund and lower offshore references; those values are vehicle- or channel-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Quantbase

Designed for: Investors seeking discretionary algorithm-based portfolio management with automatic rebalancing and a broad strategy menu, including conventional, quantitative, leveraged and crypto portfolios, who can evaluate strategy-specific fees and risk.

Minimum: $50 current live signup minimum. Earlier relationship-summary language can indicate no account minimum, but the live onboarding requirement is the more actionable current reference and should not be replaced by the older no-minimum statement.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

QuantConnect

Designed for: Technically capable systematic traders, Python or C# users and teams that want one environment for research, backtesting, AI-assisted strategy development, paper trading and live deployment through external brokers.

Minimum: No QuantConnect investment-capital minimum. QuantConnect is research, backtesting and deployment software rather than a broker or adviser; live capital requirements come from the connected external brokerage or exchange, instrument, margin rules and strategy.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Qube Research & Technologies

Designed for: Institutional and qualified investors seeking quantitative or systematic multi-asset strategies who can evaluate complex private-fund structures, derivatives, vehicle-specific minimums and liquidity.

Minimum: No public universal QRT minimum. A $10 million minimum reference applies to the Qube Master Fund in current regulatory materials, while other internal or related vehicles can show different figures; those values are vehicle-specific and do not establish managerwide access.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

RA Capital Management

Designed for: Qualified investors seeking specialist healthcare and life-sciences exposure across venture, crossover, public markets and structured capital who can tolerate clinical, regulatory, financing and private-company liquidity risk.

Minimum: No current public universal RA Capital minimum. The firm operates multiple private vehicles across company creation, venture, crossover, public markets and structured capital, so subscription thresholds are product- and vehicle-specific and governed by the applicable offering documents.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Rally

Designed for: Investors who want low-dollar exposure to expensive collectibles through Regulation A securities and accept private-market liquidity.

Minimum: Current Rally marketing states shares can start around $5, but that is a reference rather than a universal fixed minimum. Current offerings can have $5, $8, $10, $20 or substantially higher per-share prices.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Range

Designed for: Households seeking integrated financial planning and investment management with flat membership pricing, access to human advisers plus technology tools, and willingness to use independent third-party brokerage/custody.

Minimum: No universal account-size minimum is published. Range charges flat annual membership pricing rather than a standard Range AUM fee, and marketing references to household wealth or target-client profiles must not be converted into a contractual investment minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

RCM Alternatives

Designed for: High-net-worth investors, RIAs, family offices and institutions comparing managed-futures or macro managers who want due-diligence and portfolio-construction support and can choose among SMA, liquid-alternative and managed-portfolio access.

Minimum: Access-route specific: the SMA Platform is generally $1 million-$5 million, Liquid Alternatives is about $25,000, and the All Weather Portfolio is about $100,000. None of those figures is a universal RCM minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Realbricks

Designed for: investors seeking individual-property exposure; accredited and qualifying non-accredited U.S. investors; investors starting with $100; investors who prefer property-specific offerings over a pooled fund; investors comfortable with quarterly distributions; investors who understand the layered property-level fee structure.

Minimum: $100 current primary-market minimum, with current offerings using $10 shares. The minimum applies to the property-specific primary offering and should not be confused with transaction or property-level fees.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

RealtyMogul

Designed for: Investors evaluating private commercial real estate who can accept multi-year illiquidity.

Minimum: Both RealtyMogul REITs publish $5,000 minimums, but new-investor subscriptions are currently paused. Individual private placements reference an approximate $35,000 minimum, with offering documents controlling.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Renaissance Technologies

Designed for: Institutions and eligible private-fund investors seeking quantitative strategies who can evaluate invitation-only access, performance-based economics and vehicle-specific liquidity without treating the lowest reported fund minimum as public access.

Minimum: No public universal Renaissance minimum. Historical/current regulatory references include about $5 million for RIEF Trading and GF Trading and $25,000 for Medallion Fund LP, but those vehicles serve different investor populations and the investor portal is invitation-only.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Republic

Designed for: Investors who want startup access at relatively low minimums and accredited investors who also want later-stage private-market structures within one ecosystem.

Minimum: Issuers set their own minimums. Current Republic education references a $10 low-end permitted setting and a typical minimum range of $25–$250. There is no universal platform minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Return Stacked U.S. Stocks & Managed Futures ETF

Designed for: Investors seeking to stack U.S. equity and managed-futures exposure in one ETF wrapper who are comfortable with derivatives, leverage, model risk and the possibility that both sleeves can experience drawdowns.

Minimum: No fund-imposed subscription minimum is published for RSST. As an exchange-traded ETF, investors generally access it through a brokerage by purchasing shares, subject to the share price and any broker-specific fractional-share or order-size rules.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Revolution Capital Management

Designed for: Qualified and institutional investors seeking short- to medium-term systematic managed-futures strategies who can support multi-million-dollar program minimums and evaluate program-specific fees, leverage and liquidity.

Minimum: Program-specific. The Alpha program is currently referenced at about $5 million, while Mosaic Institutional is about $25 million. Those figures must remain attached to the named programs and not be converted into one managerwide minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Ritholtz Wealth Management

Designed for: Households seeking adviser-led portfolio management and planning across several service tiers, including clients who value evidence-based investing and can evaluate separate product, custody and alternative-investment costs.

Minimum: No firmwide account-opening requirement is published. Public service bands such as Good Advice, Flagship, Preserve and Multi-Family Office describe client-fit ranges rather than contractual minimums and should not be collapsed into one threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Robertson Stephens

Designed for: High-net-worth households seeking negotiated private-wealth management, planning, outside managers and potential private-market exposure who are comfortable with relationship-specific pricing, external custody and affiliate conflicts.

Minimum: No general numeric account minimum is published. Robertson Stephens can terminate an account that becomes too small to manage effectively, but current disclosures do not provide a numeric threshold and one should not be invented.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Robinhood

Designed for: Self-directed investors and active traders who want commission-free stocks and options, Legend, futures, direct crypto, prediction markets, IRAs with a contribution match, and managed investing in one app.

Minimum: $0 brokerage account minimum; $1 minimum fractional order; $50 minimum for Robinhood Strategies.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 2, 2026

Rocket Dollar

Designed for: Investors who need a specialized retirement-account structure for private investments, real estate or checkbook control.

Minimum: No account minimum is established in the current canonical source set. Cost is driven by setup and subscription pricing rather than balance.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Rokos Capital Management

Designed for: Professional and qualified investors seeking specialist directional and relative-value global-macro exposure who can tolerate leveraged derivatives and vehicle-specific private-fund access and liquidity.

Minimum: No public universal Rokos minimum. Current regulatory references include about $10 million for the Global Macro Master Fund and $100 million for a co-investment vehicle; both are vehicle-specific and must not be applied firmwide.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Roots

Designed for: investors seeking pooled residential real-estate exposure; non-accredited investors who satisfy Regulation A limits; investors starting at $100; investors who prefer one diversified vehicle over selecting houses individually; investors comfortable with quarterly rather than daily valuation; investors who can hold at least one year to avoid the current early-withdrawal penalty.

Minimum: $100 current minimum per investment transaction, including the initial investment and subsequent transactions.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Royalty Exchange

Designed for: Investors seeking direct royalty-income assets; investors comfortable making larger single-asset purchases; investors who want access to music, film, trademark or other royalty streams; investors comfortable evaluating historical royalty statements; investors who value an active resale marketplace; investors seeking assets with terms ranging from fixed years to life of rights.

Minimum: No universal investor minimum. Royalty Exchange lists whole royalty interests and deal prices are asset-specific; an auction starting bid, historical closing price or the $500 minimum buyer fee must not be converted into a platformwide investment minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Rubric Capital Management

Designed for: Qualified investors seeking value-oriented fundamental long/short equity exposure who are comfortable with short selling, concentrated positions, active ownership and private-fund access.

Minimum: No current public universal Rubric minimum. The firm manages a small private-fund complex, and current regulatory and fund data do not establish one managerwide subscription threshold; the applicable fund documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

RWA Wealth Partners

Designed for: Households around $500,000 or more seeking integrated private-wealth management and planning, including qualified clients considering private funds, who are comfortable with progressive AUM fees and third-party custody.

Minimum: $500,000 general private-wealth minimum, waivable. Separate private funds, outside managers or specialized services can impose different thresholds and should not be folded into the general relationship minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Saba Capital Management

Designed for: Institutions and qualified investors seeking credit relative-value, tail-risk or closed-end-fund activist strategies who are comfortable with derivatives, capital-structure arbitrage and vehicle-specific private-fund terms.

Minimum: No universal Saba minimum. Historical/private-fund references vary materially by vehicle, including approximately $5 million, $500,000 and $100,000 examples; those figures must remain vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Sachem Head Capital Management

Designed for: Qualified investors seeking concentrated value-oriented equity exposure with potential engaged ownership who can tolerate high single-name concentration and private-fund liquidity.

Minimum: No public universal Sachem Head minimum. Current fund records repeatedly show about $1 million for named vehicles such as Sachem Head Master LP, but repeated vehicle-level figures do not establish an immutable managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Savant Wealth Management

Designed for: Households seeking comprehensive fee-only planning and portfolio management, including clients around or above Savant's typical service ranges who may also use tax, estate or alternative-investment capabilities.

Minimum: No single universal relationship minimum. Savant publishes a $300,000 stand-alone investment-management portfolio minimum and a separate $750,000+ typical-client reference; those are different concepts and neither should be rewritten as one absolute firmwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Savvy Wealth

Designed for: Clients with roughly $500,000 or more who want a dedicated human adviser supported by modern technology, negotiated pricing, direct indexing options and potential access to selected private-market strategies.

Minimum: $500,000 general account-maintenance minimum, subject to relationship-specific exceptions or adviser terms. Do not treat it as an inflexible rule for every Savvy relationship.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Schonfeld Strategic Advisors

Designed for: Institutions and qualified investors seeking a diversified private multi-strategy platform across quantitative, fundamental equity, tactical and macro/fixed-income investing who can evaluate vehicle-specific minimums, fees and liquidity.

Minimum: No universal Schonfeld minimum. Current vehicle references include about $3 million for several private funds and about $25 million for a Fundamental Equity vehicle; those figures remain tied to the named vehicles.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

SCS Financial

Designed for: Ultra-high-net-worth families seeking integrated wealth advisory, family-office services and endowment-style public/private portfolios who are comfortable with bespoke negotiated pricing and substantial private-market exposure.

Minimum: No current published numeric account minimum. The March 31, 2026 Form CRS states that the minimum relationship fee is mutually agreed with the client; older $30 million relationship and $225,000 annual-fee references should not be treated as the current universal default.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Sculptor Capital Management

Designed for: Institutional and qualified investors seeking opportunistic multi-strategy, credit or real-estate exposure who can evaluate vehicle-specific minimums, complex fund structures and materially different liquidity across strategies.

Minimum: No universal Sculptor minimum. A current $10 million reference applies to Sculptor Tactical Credit Master Fund I and is a vehicle term rather than the managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Seeking Alpha

Designed for: Self-directed stock investors who want many viewpoints alongside a systematic quantitative rating layer.

Minimum: No investment minimum; the product is a subscription. Premium currently renews at $299 per year.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Sequoia Financial Group

Designed for: Households seeking comprehensive wealth management with no current firmwide account-value minimum, flexible negotiated fee structures, planning and tax coordination, and potential private-fund or alternative-investment access.

Minimum: No current minimum account value for investment management. Product-, private-fund- or manager-specific minimums can still apply, so no separate offering threshold should be generalized into a firmwide minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Silver Point Capital

Designed for: Institutions and qualified investors seeking broad credit-cycle expertise across performing, distressed, direct-lending, capital-solutions and real-estate strategies who can tolerate private-fund structures and strategy-specific liquidity.

Minimum: No public universal Silver Point minimum. Historical vehicle records include $5 million references for Silver Point Offshore Master Fund and Silver Point Capital Fund as well as lower or nominal fields for other vehicles; those values are vehicle-specific and do not establish managerwide access.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Simplify Managed Futures Strategy ETF

Designed for: Investors seeking managed-futures exposure through an ETF, particularly systematic long/short commodity and interest-rate futures, who want a 1099 wrapper and can tolerate model, derivatives and notional-exposure risk.

Minimum: No fund-imposed subscription minimum is published for CTA. As an exchange-traded ETF, investors generally buy shares through a brokerage subject to the share price and any broker-specific fractional-share or order-size rules.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Small Change

Designed for: Investors who want to select individual private real-estate projects, including non-accredited investors using eligible Reg CF offerings and accredited investors evaluating 506(c) projects, and who can tolerate project concentration and illiquidity.

Minimum: No universal Small Change minimum. Each real-estate offering sets its own threshold; current and recent projects can range from several hundred dollars to $1,000, $5,000 or other offering-specific amounts. The campaign page and offering documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

SMBX

Designed for: Investors seeking small-dollar private small-business credit exposure, including non-accredited investors starting around $10, who can evaluate issuer-specific default risk and hold private debt without relying on secondary-market liquidity.

Minimum: $10 minimum investment in a Small Business Bond, with investments generally made in $10 increments; issuer fundraising minimums are separate from the investor purchase minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

SoFi Alternative Investments

Designed for: SoFi Invest users seeking private-market fund exposure at lower starting minimums than many traditional private funds who prefer a consumer brokerage workflow and can accept fund expenses, transaction fees and periodic rather than daily liquidity.

Minimum: Product-specific. Current 2026 references include $500 for the AngelList USVC Venture Capital Access Fund and $2,500 for the CAZ GP Stakes and CAZ Strategic Opportunities funds; no single minimum applies to every current or future SoFi alternative fund.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

SoFi Invest

Designed for: Investors who want brokerage and robo investing in one ecosystem, alongside IPO, crypto and private-market access.

Minimum: Self-directed minimum $5. Robo Investing minimum $50. Private-market fund minimums are fund-specific, including USVC $500 and CAZ funds $2,500.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 9, 2026

SogoTrade

Designed for: Self-directed investors comfortable using qualifying limit orders; options traders who value a $0.50 contract fee; investors who understand order-type pricing; users who want an integrated Bakkt crypto account; margin users whose balance qualifies for lower published tiers; investors who value the GP2T limit-order credit program.

Minimum: No clean universal account minimum should be stated. SogoTrade's current FAQ says no minimum deposit is required, while another current pricing page displays a $500 account-minimum reference and promotions can require $500 equity; stocks priced below $1 also have a $100 minimum investment. Treat these as conflicting/product-specific references rather than one universal opening minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

SongVest

Designed for: Investors who want low-dollar music royalty exposure; non-accredited investors who satisfy Regulation A purchase limits; fans who want economic participation in specific songs; investors comfortable with issuer-specific royalty terms; investors willing to accept illiquidity; users who value a fractional structure rather than buying an entire catalog interest.

Minimum: One Royalty Share Unit. The dollar amount is series-specific; current marketing shows some SongShare units starting around $25, while other offerings can cost substantially more. No one fixed dollar minimum applies across every SongVest series.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Soroban Capital Partners

Designed for: Qualified investors seeking concentrated equity-oriented hedge-fund or long-only exposure who can evaluate large directional and options positions, high vehicle-specific minimums and private pooled-fund liquidity.

Minimum: No public universal Soroban minimum. Historical 2024 records include $25 million for Soroban Opportunities Master and $5 million for Long Only Equity and Decarbonization Beneficiaries master vehicles; those figures are historical and vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

SpeedTrader

Designed for: Active equity and options traders, short sellers and DAS/direct-routing users who value hard-to-borrow locates, extended-hours access and per-share pricing and can support the relevant platform account minimums and data/software costs.

Minimum: Product-specific. Current U.S. account-opening and ActiveWeb references are $2,500, while SpeedTrader Pro uses $10,000; a separate $30,000 day-trading FAQ reference is not internally consistent with the current post-2026 rule environment and should not be treated as a universal regulatory minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Squarepoint Capital

Designed for: Institutions and qualified investors seeking large-scale systematic multi-asset hedge-fund exposure who can evaluate data-intensive models, derivatives, institutional private-fund structures and vehicle-specific minimums and liquidity.

Minimum: No current public universal Squarepoint minimum. A historical November 2024 vehicle reference of $10 million is vehicle-specific and must not be presented as the current managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

SRS Investment Management

Designed for: Qualified investors seeking concentrated fundamental equity exposure and selective active ownership who can tolerate high single-name concentration, private pooled-vehicle access and vehicle-specific liquidity.

Minimum: No current public universal SRS minimum. Current regulatory materials establish private pooled-fund access but do not publish one managerwide subscription threshold; the applicable fund documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Standpoint Multi-Asset Fund

Designed for: Investors seeking one mutual fund that combines long equity exposure with systematic long/short managed futures, who can access the appropriate BLNDX or REMIX share class and tolerate leverage, derivatives and model risk.

Minimum: Share-class specific. Institutional shares (BLNDX) require $25,000 initially, while Investor shares (REMIX) require $2,500; both currently show $0 additional-investment minimums. Do not present either initial threshold as fundwide.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Starboard Value

Designed for: Qualified investors seeking concentrated fundamental active-ownership exposure who are comfortable with activist campaigns, company-specific risk, private-fund access and vehicle-specific liquidity.

Minimum: No current public universal Starboard minimum. Current regulatory materials establish private funds and managed-account capability but do not publish one managerwide subscription threshold; the applicable vehicle or account agreement controls.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

StartEngine

Designed for: Investors who want both primary startup crowdfunding access and potential secondary-market infrastructure for eligible private securities.

Minimum: Each campaign sets its own minimum investment; there is no universal platform minimum. The current StartEngine IRA vehicle minimum is $2,000, separate from an offering's own minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Stash

Designed for: Beginner investors who value guidance; investors who want automated and self-directed investing in one app; users who want IRAs and kids accounts; investors who value a 3% qualifying retirement contribution match; users who prefer a predictable subscription; investors comfortable with limited daily trading windows.

Minimum: No minimum deposit is currently required to open Stash personal brokerage, custodial, retirement or discretionary managed accounts. Current disclosures require at least $0.01 to maintain personal/custodial/retirement accounts and $5 to maintain a discretionary managed account; consumer pages commonly use $5 as the practical starting investment reference.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Steward

Designed for: Investors seeking private agriculture and food-system credit who can evaluate borrower, collateral and servicing risk, accept hold-to-maturity or notice-based liquidity and understand that secured lending does not guarantee principal.

Minimum: $100 current minimum for the open Steward Regenerative Capital offering. Individual Steward loan participations or future campaigns can set different minimums, so $100 should not be treated as a permanent platformwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Stoic AI

Designed for: Crypto users who want preconfigured hands-off automated strategies, prefer exchange-held custody and are comfortable allowing software to trade the connected balance while accepting strategy-specific minimums, leverage/futures risk and the fact that Stoic is not a registered investment adviser.

Minimum: Strategy- and exchange-specific. Current materials cite about $500 as a starting reference and $1,000 as a recommended amount, with some Coinbase/Hyperliquid options around $500 and other combinations generally requiring $1,000 or more; no universal strategy minimum applies.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

STRATA Trust Company

Designed for: Self-directed retirement investors seeking a regulated custodian for private equity, private debt, real estate or precious metals, including users who may also want public-market access and are comfortable performing their own due diligence and paying asset-specific fees.

Minimum: No universal underlying investment minimum and no required minimum cash balance under the current STRATA reference. Individual private assets, real estate, precious-metals purchases or linked brokerage investments can impose their own minimums.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Streetbeat

Designed for: Investors who want AI-assisted portfolio generation and analysis, choose or modify their own Strategy and then permit limited-discretion rebalancing, while retaining independent brokerage custody and accepting strategy-specific requirements.

Minimum: No account-opening minimum. Streetbeat currently supports $0 account opening, while individual AI-generated or selected Strategies can have strategy-specific minimums; no universal strategy minimum should be stated.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Streitwise

Designed for: Existing shareholders tracking the current liquidity process and readers studying private office-REIT fee and NAV mechanics.

Minimum: No current minimum applies because the direct stock purchase plan is suspended. Any historical minimum belongs only in historical context.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Summit Financial

Designed for: Clients seeking adviser-led planning and multiple managed-account program choices, including wrap or non-wrap arrangements and eligible alternative-investment access, who are comfortable with program-specific minimums and negotiated pricing.

Minimum: Program-specific. Current Form CRS states minimums can range from $0 to $1,000,000 depending on the selected advisory program; neither endpoint is a universal Summit Financial account minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Summit Trail Advisors

Designed for: High-net-worth and ultra-high-net-worth households seeking customized wealth management, planning and outsourced family-office capabilities, including eligible private-fund exposure, who are comfortable with negotiated fees and product-specific liquidity.

Minimum: No current account or relationship-size minimum. Summit Trail's high-net-worth positioning is a target-client profile rather than a contractual minimum, and individual private funds or products can still impose their own thresholds.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Sweater

Designed for: Non-accredited investors seeking venture exposure; investors starting with $500; investors who prefer a diversified managed fund; users who do not want to select individual startups; investors who can tolerate interval-fund liquidity; investors seeking private-company exposure through a regulated fund wrapper.

Minimum: $500 current initial minimum and $50 subsequent minimum for the Cashmere Fund; the fund can waive or change stated minimums.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Taconic Capital Advisors

Designed for: Institutions and qualified investors seeking opportunistic or distressed credit, merger arbitrage and catalyst-driven equity exposure who can evaluate public and private credit separately and accept vehicle-specific minimums and liquidity.

Minimum: No public universal Taconic minimum. Current private-fund references include about $1 million minimums for named credit/dislocation vehicles, but those thresholds are vehicle-specific and the applicable offering documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

tastyfx

Forex Trading

Designed for: U.S. spot-forex traders who want multiple pricing models, including commission-based zero-spread pricing or a higher-balance Prime tier.

Minimum: Standard: $0 account minimum. Zero+: $0 account minimum. Prime: $50,000 account minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

tastytrade

Options Trading

Designed for: tastytrade is built for active options and futures traders, with capped equity-options commissions, advanced tools, crypto, and IRAs.

Minimum: $0 minimum to open a standard cash or margin brokerage account. Product and strategy requirements remain separate; for example, margin borrowing privileges require applicable equity and certain futures or IRA strategies can have their own requirements.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 2, 2026

TCI Fund Management

Designed for: Qualified and institutional investors seeking concentrated fundamental global-equity exposure, long investment horizons and active engagement who can tolerate single-name concentration and private-fund eligibility and liquidity constraints.

Minimum: No current public universal TCI minimum. A $5 million minimum reference for The Children's Investment Master Fund comes from a June 2024 private-fund schedule and is historical and vehicle-specific, not a current managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

The Baupost Group

Designed for: Long-horizon institutions and family capital seeking patient, valuation-driven exposure across public and private assets and willing to tolerate closed-capital access, meaningful cash balances and private-investment illiquidity.

Minimum: No public universal Baupost minimum. Baupost states that its partnerships are generally closed to new capital, so publishing a generic subscription minimum would imply an access path that is not currently offered.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

The Entrust Group

Designed for: Investors holding one or a few alternative assets, particularly real estate, who want hands-on transaction administration.

Minimum: Not established in the current canonical source registry.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

The Mather Group

Designed for: Households around $1 million or more seeking integrated investment, tax and financial-planning services, including families that may use private investments or Legacy at TMG family-office services and are comfortable with a progressive AUM schedule.

Minimum: $1 million general account minimum, waivable at The Mather Group's discretion. The threshold is separate from the firm's broader 0.25%-2.00% Form CRS fee range and from service-level or acquired-client pricing.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Third Point

Designed for: Qualified investors seeking event-driven long/short equities, corporate and structured credit, private credit, CLO or venture exposure and who are comfortable with catalyst-driven investing and vehicle-specific private-fund terms.

Minimum: No universal Third Point minimum. Current and recent vehicle references include about $10 million for Third Point Master Fund and Ultra Master Fund, $5 million for Corporate Credit Opportunities and $500,000 for an insurance-dedicated vehicle; each remains vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

TIAA Brokerage

Designed for: Existing TIAA clients; investors seeking stocks, funds, bonds and options in one account; IRA investors; mutual-fund investors using NTF funds; fixed-income investors; users who value TIAA integration.

Minimum: $0 retail brokerage opening minimum, $0 minimum balance and $0 account maintenance charge. Employer-plan brokerage windows can impose separate plan-specific transfer or investment minimums and must not be applied to the ordinary retail account.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Tickeron

Designed for: Traders who want AI-generated market signals, robot-style model portfolios, technical-analysis tools and simulated account views and are comfortable supervising and separately executing trades rather than relying on Tickeron for current direct brokerage automation.

Minimum: No Tickeron investment-capital minimum. Tickeron is a subscription research and signal platform rather than a broker or custodian; current promotional subscription prices are software-access costs, while any capital needed to act on signals is determined by the user's separate brokerage account and trades.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Tiger Global Management

Designed for: Qualified investors seeking public and private growth-company exposure, including technology and innovation themes and crossover structures, who can tolerate concentration, private-company valuation risk and vehicle-specific liquidity.

Minimum: No universal Tiger Global minimum. Current references include about $1 million for Tiger Global L.P. and $10 million for Tiger Global Crossover Master; those amounts are vehicle-specific and do not establish one firmwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Tilden Park Capital Management

Designed for: Institutions and qualified investors seeking structured-credit, mortgage and fixed-income relative-value expertise who can evaluate complex securitized products, leverage and hedge-fund liquidity and do not require public self-service access.

Minimum: No current public universal Tilden Park minimum. A $5 million minimum for Tilden Park Investment Master Fund comes from a March 2024 private-fund schedule and is historical and vehicle-specific, not a current managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Titan

Designed for: investors who want discretionary portfolio management; investors who want direct indexing without a multi-million-dollar minimum; taxable investors who can potentially benefit from tax-loss harvesting; investors seeking access to selected private-market or interval-fund exposure; investors who value human Wealth Team support alongside digital tools; households that want taxable, joint, and retirement accounts in one managed relationship.

Minimum: $500 standard minimum for individual taxable, Traditional IRA and Roth IRA accounts. Strategy-specific minimums can be higher, including $20,000 for Direct Indexing, so $500 is not universal across every Titan product.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Tolleson Private Wealth Management

Designed for: Families with approximately $20 million or more seeking integrated investment, tax, estate, philanthropy, reporting, bill-pay and family-office coordination, including public and private investment exposure.

Minimum: $20 million general advisory minimum, waivable. The threshold applies to the private-wealth relationship and is separate from product, private-fund or family-office service economics.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Trade Ideas

Designed for: Active U.S. equity traders who want real-time scanning, Holly AI signals, backtesting, simulation and broker-connected Brokerage Plus automation and are comfortable with external brokerage requirements and live-execution risk.

Minimum: No Trade Ideas investment-capital minimum. Trade Ideas is research and execution software; current Standard and Premium subscriptions are software costs, while a compatible external broker determines account funding, margin and order-size requirements for live trading.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

TradersPost

Designed for: Systematic traders already using TradingView, TrendSpider or other signal sources who want webhook-based stock, options, futures or crypto order routing across supported broker connections without maintaining their own execution server.

Minimum: No TradersPost trading-capital minimum. TradersPost is a signal-routing and automation layer; subscription pricing is separate from the capital, margin, order-size and eligibility requirements imposed by the connected broker, exchange or prop-firm account.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

TradeSanta

Designed for: Crypto traders who want hosted Grid or DCA bots, copy trading, demo workflows and spot or eligible futures automation and are comfortable supervising exchange API access, strategy settings and venue-specific risk.

Minimum: No universal TradeSanta trading-capital minimum. Required capital depends on the connected exchange, asset, bot type, grid or DCA settings, futures leverage and exchange order minimums; TradeSanta subscription pricing is a separate software cost.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

TradeStation

Designed for: Active and technically oriented traders

Minimum: No stated brokerage account minimum; margin privileges require $2,000 minimum equity where applicable
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 2, 2026

TradeUP

Designed for: Investors seeking $0 eligible stock and ETF trades, current zero-contract-fee options, 24/5 trading, conventional IRAs, a flat advertised margin rate and API access, who understand that pricing and eligibility vary by product.

Minimum: No general account-opening minimum is established in the current supplied materials. Product-specific thresholds apply instead: margin requires more than $2,000 of account equity, while the Cash+ idle-cash program can participate with as little as $0.01; neither figure is a universal brokerage minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

TradeZero

Designed for: active equity traders; short sellers who regularly need locates; options traders; users who value direct routing and advanced order tools; traders who want premarket access beginning at 4 a.m. ET; users willing to pay for ZeroPro when activity does not qualify for the waiver.

Minimum: $2,500 current ordinary U.S. account minimum reference. Some account types can require more, and the post-2026 intraday-margin framework has separate regulatory and house requirements, so $2,500 should not be applied to every TradeZero account.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Tradier

Options Trading

Designed for: Active options traders and developers who want subscription-based commissions, a full brokerage API and a wide choice of third-party front ends.

Minimum: $0 brokerage account minimum. The current dedicated Tradier Futures page states a $2,000 futures account minimum and a Pro or Pro Plus plan requirement.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

TradingView

Designed for: Technical traders and multi-asset researchers who want deep charting, screeners and Pine Script and who hold the brokerage account elsewhere.

Minimum: No account minimum. TradingView is not a brokerage; a free plan is available and paid plans are subscription based.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Transtrend

Designed for: Institutional and sophisticated investors seeking medium-term systematic trend exposure through futures, forwards and swaps who can evaluate multiple risk profiles, multi-million-dollar program minimums and route-specific liquidity.

Minimum: No universal Transtrend minimum. Current access references vary by route: about $25 million for DTP Standard Risk USD, $10 million for DTP Enhanced Risk USD and $1 million for an Enhanced Risk UCITS route; each remains program- or vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

TrendSpider

Designed for: Active technical and systematic traders who want automated scanning, backtesting and signal routing without coding everything themselves.

Minimum: No account minimum. TrendSpider is subscription software, not a brokerage.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Trian Fund Management

Designed for: Qualified investors seeking concentrated engaged-ownership exposure who are comfortable with activist or board-level involvement, multi-year holding periods and high company-specific concentration.

Minimum: No public universal Trian minimum. A July 2026 reference of $10 million for Trian Partners, Ltd. is vehicle-specific and does not establish the managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Truepoint Wealth Counsel

Designed for: Households with $1 million or more seeking comprehensive fee-only wealth advice, families around $3 million or more needing the deeper True Wealth model, ultra-high-net-worth families seeking family-office services and select clients considering private investments.

Minimum: Service-specific rather than universal. Foundational Wealth is designed around $1 million+, True Wealth generally recommends about $3 million+, Family Office is around $30 million+, and Commas has no required account minimum; the $3 million True Wealth reference is not an absolute hard minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Tudor Investment Corporation

Designed for: Qualified investors seeking global macro exposure across discretionary and systematic trading, including rates, currencies, commodities and equities, who understand private-placement eligibility, derivatives and vehicle-specific liquidity.

Minimum: No public universal Tudor minimum. A current $100,000 minimum reference for Tudor Global Fund L.P. is vehicle-specific, and substantial related-person ownership further limits its usefulness as a public access benchmark.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Two Sigma

Designed for: Institutional and qualified private-fund investors seeking systematic, quantitative and multi-asset strategies who can evaluate complex fund structures, model risk and vehicle-specific minimums and liquidity.

Minimum: No universal Two Sigma minimum. Current and recent private-fund records include approximately $1 million minimum references for named vehicles as well as $0 fields on certain master portfolios; those fields remain vehicle-specific and do not establish public retail access.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

U.S. Bancorp Advisors Self-Directed Investing

Designed for: Existing U.S. Bank or U.S. Bancorp Advisors clients who want integrated banking and self-directed investing, including stocks, ETFs, mutual funds, bonds, options and conventional IRAs, and who do not need a specialized direct-access trading platform.

Minimum: $0 account-opening minimum for the self-directed brokerage. Individual funds, bonds, options, margin privileges or other investments can have their own requirements, so the $0 opening minimum does not imply every investment can be purchased with no capital.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Unchained IRA

Designed for: Bitcoin-only retirement investors who value 2-of-3 multisignature key control, on-chain verification and Traditional, Roth or SEP IRA treatment and are comfortable managing hardware-wallet backups, a $250 annual fee and 1.5% IRA trading fees.

Minimum: No minimum is required for an IRA transfer, rollover or annual contribution, but Unchained's trading desk currently requires a $2,000 minimum for each bitcoin trade. The $2,000 figure is a transaction minimum, not an IRA-opening or funding minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Uphold

Designed for: Users who value simple cross-asset conversion between crypto, stocks and metals in one interface.

Minimum: Fractional stock investing from $5. The USD Interest Account is referenced with a $1 minimum to start.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

UpMarket

Designed for: Accredited investors seeking multiple alternative-asset categories in one place who can meet $50,000+ pre-IPO commitments.

Minimum: Current pre-IPO pages commonly display a $50,000 reference minimum. Minimums vary by offering and $50,000 is not a universal platform minimum.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 4, 2026

Upright

Designed for: Accredited investors seeking residential real-estate debt exposure; investors who prefer short-duration private notes; investors who understand borrower and property-level credit risk; investors comfortable holding to maturity; users seeking pooled as well as project-specific exposure; investors willing to monitor servicing and workout risk.

Minimum: Product-specific. Current public references include $5,000 for individual project notes, $1,000 for Pre-Fund, and $15,000 for Horizon and Blueprint. No single Upright minimum applies across all note and fund products.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

ValueAct Capital

Designed for: Qualified investors seeking concentrated, long-horizon public-equity exposure with constructive management and board engagement who can tolerate company-specific concentration and private-fund access and liquidity constraints.

Minimum: No universal ValueAct minimum. Current vehicle records include approximately $5 million for ValueAct Capital Master Fund, $50 million for ValueAct Strategic Global Master Fund and $10 million for ValueAct Strategic Master Fund V; those thresholds remain vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Vanguard

Designed for: Long-term investors building portfolios primarily from low-cost mutual funds and ETFs who want manufacturer and custodian in one relationship.

Minimum: No minimum to open a Vanguard brokerage account. Vanguard ETF fractional investing starts at $1; a typical Admiral share minimum is $3,000 but varies by fund. Digital Advisor starts at $100.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 3, 2026

Vaulted

Designed for: Investors seeking direct allocated physical gold or silver ownership with professional vault storage and small-dollar purchase capability who are comfortable with dealing premiums, ongoing custody costs and non-exchange liquidity.

Minimum: No fixed universal current purchase minimum is published. Vaulted supports small-dollar fractional-bar purchases, while its governing agreement reserves the right to impose a small minimum purchase requirement; educational examples should not be converted into a permanent $10 or other platformwide minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Venturi Private Wealth

Designed for: Households with approximately $2.5 million or more of investable assets, business owners approaching liquidity events and ultra-high-net-worth families seeking integrated planning, public/private investments and family-office capabilities.

Minimum: $2.5 million preferred account minimum, with smaller relationships accepted at Venturi's discretion. The threshold is a preferred wealth-management minimum rather than an absolute rejection rule.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Verition Fund Management

Designed for: Qualified and institutional investors seeking a multi-strategy platform combining systematic and discretionary return sources across credit, macro, volatility, event-driven and equity strategies who can accept private-fund terms and complexity.

Minimum: No universal Verition minimum. Current private-fund records include $5 million references for named feeder or fund vehicles alongside $0 fields for certain master funds; the $0 fields do not indicate retail access and all terms remain vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Viking Global Investors

Designed for: Qualified and institutional investors seeking research-driven public-equity, private-equity or credit/structured-capital exposure who can tolerate concentrated fundamental investing and vehicle-specific minimums and liquidity.

Minimum: No universal Viking minimum. Current references include approximately $5 million for Viking Global Equities Master, Viking Global Opportunities Master and Viking Long Fund Master, while other vehicles can differ; each threshold remains vehicle-specific.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Vinovest

Designed for: Investors specifically seeking physical fine wine or whiskey casks with professional sourcing, storage and insurance, and comfort with multi-year holding periods.

Minimum: Vinovest's live pricing page currently lists a $2,000 Starter minimum, while several current help pages continue to quote $1,000; this is a first-party source conflict and investors should confirm the live funding requirement at checkout before depositing. Current American whiskey offerings can begin around $1,750, and Scotch cask pricing remains offering-specific. The marketplace has no minimum account deposit.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Virtus AlphaSimplex Managed Futures Strategy Fund

Designed for: Investors seeking established managed-futures exposure through a mutual fund, including retirement plans and investors able to access the appropriate A, C, I or R6 share class, who are comfortable with trend-following drawdowns, derivatives and class-specific expenses.

Minimum: Share-class and channel specific. Class A and C generally require $2,500 initially, with $100 IRA/systematic references; Class I generally requires $100,000; eligible R6 plan or omnibus channels can have no stated minimum, while certain other institutional R6 channels can require $2.5 million. No one figure is fundwide.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Voloridge Investment Management

Designed for: Qualified and institutional investors seeking a large, data-intensive systematic quantitative investment platform who can evaluate private-fund terms, model risk and concentrated access without treating Form 13F holdings as the complete portfolio.

Minimum: No current public universal Voloridge minimum. Current first-party and regulatory materials establish a private-fund platform but do not publish one managerwide subscription threshold; private-fund offering and subscription documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Walleye Capital

Designed for: Qualified and institutional investors seeking a multi-strategy platform spanning fundamental equities, quantitative trading, volatility and tactical strategies who can evaluate confidential private-fund terms, leverage and derivatives risk.

Minimum: No current public universal Walleye minimum. Walleye's website and current regulatory profile establish private investment vehicles and outside-capital access but do not publish one managerwide subscription threshold; confidential offering documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Waverly Advisors

Designed for: Clients seeking planning and investment management without a firmwide AUM hurdle, including high-net-worth families, family-office users and eligible investors considering private funds who are comfortable with negotiated pricing and minimum annual fees.

Minimum: No firmwide AUM minimum. Waverly can instead impose negotiable annual minimum advisory fees, generally $5,000-$20,000 for individual relationships, while retirement-plan arrangements can use different minimum-fee ranges.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Wealth Enhancement Group

Designed for: Households seeking planning and investment management from a national adviser, including investors who want a dedicated adviser and access to retirement, tax, insurance, estate or trust specialists and who understand the distinction between Wealth Enhancement's advisory and brokerage affiliates.

Minimum: $25,000 general relationship minimum. Certain investment programs and outside separately managed account managers can require substantially more, so higher program thresholds must not replace the general consumer relationship minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Wealthfront

Designed for: Investors who want low-cost automation, automated tax-loss harvesting and integrated cash and borrowing, without needing to speak to an advisor.

Minimum: $500 for Automated Investing; $1 for Stock Investing and the Cash Account; $20,000 for S&P 500 Direct; $100,000 for US Direct Indexing; $500,000 for Smart Beta.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 3, 2026

Wealthspire Advisors

Designed for: High-net-worth families and other clients seeking integrated planning, portfolio management, separate-account managers, reporting across held-away assets and eligible private-fund access and who are comfortable with negotiated and potentially layered pricing.

Minimum: No firmwide relationship minimum. Program-specific minimums can apply, including a $100,000 waivable minimum for the Prosperity service lane; fixed annual arrangements generally reference a $5,000 minimum fee, which is a fee floor rather than an asset minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Webull

Designed for: Self-directed traders who value technical charts, extended-hours access, active-trading tools and commission-free U.S. stock and ETF trading.

Minimum: Webull states that its standard brokerage platform has no account minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 2, 2026

Wefunder

Designed for: Investors who want relatively small startup allocations through Community Rounds, and accredited investors using private rounds or syndicates.

Minimum: Community Round participation is commonly marketed starting around $100, but the exact minimum is offering-specific and there is no universal platform minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

WellsTrade

Designed for: existing Wells Fargo customers; investors who want stocks, ETFs, mutual funds, options, and bonds in one account; IRA investors; investors who value bank and brokerage visibility in the same ecosystem; Treasury buyers; users who do not need specialized active-trader software.

Minimum: $0 account-opening minimum. Individual mutual funds, fixed-income securities, margin privileges and other products can impose their own purchase or eligibility thresholds, so $0 is an account-opening reference rather than a universal investment minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Welton Investment Partners

Designed for: Institutional and professional investors, Qualified Purchasers and QEPs seeking systematic trend or multi-strategy global-macro exposure who can support multi-million-dollar minimums, performance fees and derivatives risk.

Minimum: No universal Welton minimum. Current program references include approximately $10 million for Welton Global and $25 million for Welton Trend; those figures remain tied to the named programs and must not be collapsed into one managerwide threshold.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Whale Rock Capital Management

Designed for: Qualified investors seeking concentrated global technology, media and telecom exposure across long/short, long-only and late-stage private strategies who can tolerate sector concentration, private-company valuation risk and vehicle-specific liquidity.

Minimum: No current public universal Whale Rock minimum. The firm operates multiple private strategies and vehicles, and public Form D or fund records do not establish one managerwide subscription threshold; the applicable private offering documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

WhiskyInvestDirect

Designed for: Investors specifically seeking direct physical ownership of wholesale maturing Scotch with transparent buy and sell commissions and comfort with UK legal structures.

Minimum: There is no minimum trade amount, but trades occur in whole Litre of Pure Alcohol increments, so an investor needs enough cash to buy at least the available whole-LPA unit at the market price.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

Willow Wealth (formerly Yieldstreet)

Designed for: Investors seeking private-market exposure across real estate, private credit, private equity and other alternatives, including managed-portfolio and direct-investment approaches.

Minimum: Direct investments typically begin at $5,000 with $1,000 increments (offering-specific); Willow 360 managed portfolios begin at $25,000.
Eligibility: Accredited only
Rating: Not rated
Fact-checked: Sep 3, 2026

Winton Managed Futures Trend Fund

Designed for: Investors seeking retail-accessible managed futures; investors who prefer mutual-fund daily liquidity; clients who do not qualify for institutional CTA SMAs; portfolios seeking systematic trend exposure; investors comfortable with derivatives and leverage; tax-advantaged accounts where the fund is available.

Minimum: Share-class specific and waivable: Class A (EVOAX) currently has a $2,500 initial minimum and $250 subsequent minimum, while Class I (EVOIX) has a $100,000 initial minimum and $250 subsequent minimum. The $100,000 Class I threshold is not the fundwide minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

WisdomTree Managed Futures Strategy Fund

Designed for: Investors seeking relatively low-cost, rules-based managed-futures exposure through an ETF across commodities, currencies, equities and rates, with limited bitcoin-related exposure, who prefer exchange-traded liquidity and can tolerate derivatives and model risk.

Minimum: No fund-imposed subscription minimum is published for WTMF. As an exchange-traded ETF, investors generally buy shares through a brokerage subject to the share price and any broker-specific fractional-share or order-size rules.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Woodline Partners

Designed for: Qualified investors seeking fundamental global-equity hedge-fund exposure, subsector-specialist research and Woodline or Spire fund access who can tolerate hedging, private-fund terms and vehicle-specific liquidity.

Minimum: No current public universal Woodline minimum. Woodline's public site and current regulatory materials establish private-fund access but do not publish one managerwide subscription threshold; the applicable Woodline or Spire fund offering and subscription documents control.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Worthy Bonds

Designed for: Investors who understand unsecured issuer credit risk; investors attracted to small $10 purchase increments; investors who value demand-redemption features; investors seeking private fixed-income exposure outside a conventional brokerage account; non-accredited investors who remain within Regulation A purchase limits; investors willing to monitor issuer financial condition and offering status.

Minimum: $10 current bond denomination and minimum purchase reference. Larger platform or offering limits are separate from the minimum and should not be presented as a required starting investment.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

WunderTrading

Designed for: Crypto traders who want hosted automation, TradingView, DCA, Grid and signal bots, paper trading, or an MCP/REST execution layer for user-controlled AI agents while keeping assets at connected exchanges.

Minimum: No funding or deposit minimum is imposed by WunderTrading because customers do not deposit trading assets with the platform. Funds remain at the connected third-party exchange, and the exchange, instrument, leverage setting and order type determine any account-funding or minimum-order requirements.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 5, 2026

Zacks Trade

Designed for: investors who use Zacks research; active stock traders who accept explicit commissions; options traders; margin users; investors who trade bonds or mutual funds; users who value broker-assisted service without an extra trade surcharge.

Minimum: $250 required minimum initial deposit for a new Zacks Trade account. Individual securities, mutual funds, bonds, margin privileges or other products can have their own purchase or eligibility requirements, so $250 is the account-opening minimum rather than a universal investment minimum.
Eligibility: Open
Rating: Not rated
Fact-checked: Sep 4, 2026

ZuluTrade