Monark, a NYC-based fintech company connecting brokerage firms and wealth platforms, has raised $8.1 million in a strategic funding series led by F-Prime.
The round also saw participation from The Treasury, Commerce Ventures, Grit Capital Partners, and BBAE Holdings.
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The company plans to use the funds to grow its distribution network by integrating with more brokerage and wealth management platforms and to expand access to new products and asset types, including evergreen funds, fractional real estate, and secondary trading of private securities.
Monark Markets, a New York based fintech company, builds the infrastructure connecting brokerage firms and wealth platforms to private markets. Its embedded API lets platforms offer private investments directly with full compliance and marketing support. By integrating private-market access into existing platforms, Monark makes it easier and cheaper for issuers to reach the $27 trillion in private wealth held by mass-affluent and affluent U.S. investors, while providing a smoother experience for investors.
As demand for private markets grows, Monark fills a key infrastructure gap for brokerage and wealth platforms. Many platforms still cannot handle the full alternative investment process—including deal sourcing, subscription processing, custody and reporting, and secondary trading—within their own investor experience.
Behind its APIs, Monark partners with distributors to create a curated marketplace of private investment opportunities. The company handles sourcing issuers, performing due diligence, and negotiating distribution terms. This full support is becoming increasingly important as retail investors seek exposure to key growth areas in private markets, such as U.S. reindustrialization, next-generation defense, AI, blockchain, and space exploration.
Monark’s API-first infrastructure supports major fintech platforms such as Apex Fintech Solutions, Altruist Financial and BBAE, integrating private market investments directly into existing customer accounts and reaching over 30 million retail investors with $450 billion in assets under management. Monark offers access to Pre IPO companies and 40 Act-registered evergreen funds from leading alternative asset managers.
“We believe retail investors will increase their private market allocations to 15-20% over the next decade, similar to institutional investors and family offices,” says Ben Haber, CEO of Monark Markets. “This shift will drive trillions of dollars into private markets, boosting demand for new investment products, infrastructure, and greater liquidity.”
“Alternative assets have grown significantly, from $5 trillion in 2011 to nearly $16 trillion today,” said David Jegen, Managing Partner of F-Prime’s Technology Fund. “Asset managers are looking for new retail investors to grow AUM, and financial advisors, along with changing regulations, are driving higher allocations to alternatives. Ben, Paul, and the Monark team are building the digital infrastructure to make this growth possible at scale.”
About Monark
Founded in 2021 by CEO Ben Haber, Monark Markets, Inc. is a venture-backed fintech based in New York that provides “Alts-As-A-Service” infrastructure to brokerage firms and wealth management platforms. Monark’s B2B APIs let partners offer embedded access to private markets directly within their existing trading platforms.
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