Altss is an OSINT-powered allocator intelligence platform built for emerging GPs raising from family offices and institutional LPs globally. AllocatorBase is CRM-native pipeline infrastructure built for alternative asset managers raising capital from RIAs, wealth managers, and family offices in the U.S. wealth channel. Both serve fundraising teams — but with fundamentally different architectures and target channels.
By Robert Perkins · Last updated March 2026
| Criterion | AllocatorBase | Altss |
|---|---|---|
| Best for | Alternative asset managers raising capital from RIAs, wealth managers, and family offices in the U.S. | Emerging GPs and alternative managers raising from family offices and institutional LPs globally |
| User type | Fundraising teams, IR professionals, distribution heads at alternative managers | GPs, fundraising teams, capital formation professionals at emerging and mid-market managers |
| Data coverage | 35,000+ U.S.-based RIAs, wealth managers, family offices (SEC-verified, regulatory foundation) | 30,000+ global institutional investors and family offices (9,000+ verified family offices, pensions, endowments, insurers, sovereign wealth) |
| Core technology | Probability scoring engine (0-100), engagement tracking, fit scoring, fully managed CRM integration (HubSpot/Salesforce) | 30,000+ global institutional investors and family offices (9,000+ verified family offices, pensions, endowments, insurers, sovereign wealth) |
| CRM integration | Native HubSpot & Salesforce integration with bidirectional sync, custom objects, automation | In-platform only; no export, no CRM sync, no API feeds (deliberate no-export architecture) |
| Pricing | $750/month ($9,000/year) including implementation and support | Pricing not publicly disclosed; contact for quote |
| Unique advantage | Probability scoring, CRM-native pipeline execution, regulatory data foundation, no per-seat pricing | Real-time OSINT signals (mandate shifts, CIO transitions, allocation changes), global coverage, contact verification |
The core difference
Altss answers "who should I reach out to right now and why?" — using real-time OSINT signals to surface allocators with active mandates, recent leadership changes, or allocation shifts. AllocatorBase answers "once I know who to target, how do I work them through a scored pipeline inside my CRM?" They solve different halves of the fundraising problem.
Altss covers 30,000+ institutional investors and family offices globally — including 9,000+ verified family offices, pensions, endowments, insurers, sovereign wealth funds, and RIAs with alternatives exposure. The platform uses OSINT (open-source intelligence) methodology to detect real-time allocator signals: mandate shifts, CIO transitions, allocation changes, and event attendance.
Altss's founding team comes from cybersecurity and OSINT operations, not financial data vendors — which explains its emphasis on source provenance, contact verification (monthly re-validation), and its deliberate no-export architecture. All data stays in-platform. No CSV downloads, no API feeds, no CRM sync.
AllocatorBase covers 35,000+ RIAs, wealth managers, and family offices — the U.S.-based intermediary firms that allocate to alternatives on behalf of their clients. Every profile is grounded in SEC EDGAR ADV filings and IAPD regulatory data. The platform installs scored intelligence directly into HubSpot or Salesforce with probability scoring, pipeline stages, and marketing automation.
AllocatorBase's architecture is CRM-native by design. The goal is not just to identify the right allocators but to build and run a complete fundraising pipeline inside the CRM your team already uses — with scoring, staging, and outreach infrastructure included.
The architectural divide: Altss keeps all data inside its own platform and deliberately prevents export — a compliance-first design that protects contact quality. AllocatorBase does the opposite: it pushes scored data into your CRM so your team's entire workflow lives in one system. Neither approach is objectively better — they reflect different philosophies about where fundraising work should happen.
Head-to-head
| Capability | AllocatorBase | Altss |
|---|---|---|
| Primary audience | Alt asset managers raising capital from U.S. wealth channel (RIAs, wealth managers, family offices) | Emerging GPs (Fund I–III), lean IR teams, cross-border fundraisers targeting LPs globally |
| Data universe | 35,000+ U.S. RIAs, wealth managers, family offices | 30,000+ institutional investors & family offices globally (9,000+ FOs, pensions, endowments, SWFs, insurers) |
| Geographic coverage | U.S.-focused (SEC-registered entities) | ✓ Global: North America, Europe, MENA, APAC, Latin America |
| Data methodology | SEC EDGAR / ADV filings, IAPD matching via CRD — systematically sourced from regulatory records | OSINT: regulatory filings, news, LinkedIn, event attendance, public signals |
| Probability scoring | ✓ 0–100 score combining Fit + Engagement for commitment likelihood | — Signals-based prioritization, not numerical scoring |
| CRM integration | ✓ Native installation into HubSpot & Salesforce — data, scoring, pipeline, and automation | — No CRM integration, no API, no CSV export. All data stays in-platform by design |
| Pipeline architecture | ✓ Pre-built 4-stage capital formation pipeline inside CRM | — No pipeline staging. Discovery and research tool, not a pipeline system |
| Marketing automation | ✓ AI-assisted sequences, nurture campaigns, engagement scoring in CRM | — No outreach automation. Signals route to Slack/WhatsApp for manual action |
| Family office coverage | Included where SEC-registered | ✓ 9,000+ verified family offices globally — the deepest global FO dataset in this comparison |
| Institutional LPs (pensions, endowments, SWFs) | — Not primary focus (intermediary channel) | ✓ Full institutional coverage launched Feb 2026 |
| Data export | ✓ Data lives in your CRM — you own the workflow | — No export by design. Compliance-first architecture prevents bulk data extraction |
| Pricing | Starts at $750/month ($9,000/year). Published. No seat-based model. | $12,000/year (FO only) or $15,500/year (full LP). Per-seat. Published. |
Why it matters
Altss is built to help you discover the right allocators at the right time. AllocatorBase is built to take that discovery and convert it into a structured, scored pipeline inside the CRM your team uses every day. One finds the targets. The other helps you close them.
Altss keeps data in its own platform. AllocatorBase installs scored allocator intelligence into HubSpot or Salesforce — so your pipeline, outreach, scoring, and reporting all live where your team already works. No toggling between systems.
Every allocator gets a 0–100 score combining Fit and Engagement signals. Instead of reviewing signal alerts and deciding who to prioritize manually, your CRM shows a ranked pipeline with clear next actions per stage.
A pre-built 4-stage pipeline (Identified → Engaged → Active Evaluation → IC/Commitment) gives your team a capital-formation-specific workflow that tracks where every allocator sits — not just whether they've been contacted.
AI-assisted email sequences, engagement scoring, and nurture campaigns execute inside your CRM. Altss routes signals to Slack and WhatsApp for manual follow-up. AllocatorBase automates the follow-up itself.
Every RIA and wealth manager profile traces back to SEC EDGAR ADV filings — AUM, regulatory assets, custody data, CRD numbers. Your team can independently verify any data point against public records.
At $750/month ($9,000/year) with no per-seat model, AllocatorBase costs less than Altss's $15,500/year full LP access — and doesn't add incremental costs as your team grows.
Altss has built a genuinely differentiated platform with capabilities AllocatorBase does not offer. Be clear about what your fundraise requires:
Best fit
Your capital comes from RIAs, wealth managers, and family offices that allocate to alternatives on behalf of their HNW and UHNW clients. This is the intermediary layer that AllocatorBase is entirely built around — not direct institutional LPs.
You've identified your targets. Now you need a scored, staged pipeline inside your CRM with automation that moves allocators from first touch to commitment. AllocatorBase builds the execution layer that follows LP discovery.
Altss deliberately keeps data in its own platform. If your team's workflow lives in HubSpot or Salesforce and you need allocator intelligence installed there — not in a separate tab — AllocatorBase is designed for that.
AI-assisted sequences, engagement scoring, and pipeline tracking run inside your CRM. No separate tools. No manual signal-to-action translation. Data and execution in one place.
Complementary use
Yes — and for some firms, the combination makes strategic sense. Altss and AllocatorBase solve different problems with minimal overlap.
Global LP discovery and signal-timed outreach to direct institutional allocators — family offices in Europe and MENA, pensions with shifting mandates, CIO transitions at endowments. Altss tells you who is moving and why now.
CRM-native pipeline execution against the U.S. wealth channel — scoring, staging, automating, and tracking your fundraise against the 35,000+ RIAs and wealth managers who allocate to alternatives. AllocatorBase tells you what to do next and who to prioritize.
If your fundraise runs through U.S. RIAs and wealth managers and you need scored, CRM-native infrastructure to work that channel — not just a discovery tool — AllocatorBase was built for that workflow.
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