The technology platform powering private markets

Designed for financial advisers, fund managers and investors to work together in one secure digital platform.
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Built by HNW investors, for HNW investors
Connexian gives every financial adviser, fund manager and investor the tools that were once reserved for institutions.

Non-custodial. Direct to issuer.

One account. Any issuer. Any fund.

Built for advisers, investors and family offices, Connexian is designed for holding assets directly, which is how high-net wealth investors typically invest.

Removing the need for a custodian gives you all the benefits of investing like a family office, at a fraction of the price.

Investors transact directly with the fund manager. No platform custody. No unnecessary layers.

Digital Distribution

A white labelled engagement platform designed to showcase your firm's products.

Add your content to engage and educate new and existing investors, and onboard them instantly in a secure digital environment linked directly to your website.

Every fund manager can now create their own content led distribution & investment platform.

Digital compliance by design

Automated digital compliance including instant KYC/AML, ID Management, Wholesale Certificates, and digital signatures - all in one platform.

Configurable by trustee, per product and unit class, with custom DDO and dynamic data collection.

Built for family offices and other complex legal structures, Connexian identifies UBO's with digital verification.
Enterprise-grade security
Connexian protects your privacy with industry leading security and data protection.
ISO 27001 certified
Multi-factor authentication
Tracking & audit trails
Role-based access control
Australian Data Residency
AML/KYC and instant investor verification
Built into onboarding workflows, without manual follow-up or fragmented processes.
Automate workflows build compliant investor and adviser workflows that run without manual intervention.
Accepted by all major trustees/REs networked investor records and compliance across funds regardless of manager, trustee or registry.
Instant KYC connected to government ID records and databases - always complete, always compliant and auditable.
Manage complex structures built for complex legal and ownership structures with document certification and full audit trails.
Frequently asked questions
What is Connexian?
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Connexian is a secure digital platform that connects financial advisers, fund managers and investors, streamlining unlisted and private markets investing, from compliance and onboarding to portfolio visibility and document management.
Who is Connexian for?
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Connexian is built for financial advisers, fund managers, trustees and registries who work with unlisted funds and private market assets and want to eliminate the admin that slows them down.
Is Connexian a custody platform?
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No and that's intentional. Investors hold assets directly in their own name and invest straight with the fund manager. Connexian facilitates the process without sitting between the investor and the issuer.
Does Connexian work with existing registries and RE's/trustees?
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Yes. Connexian works across any registry and any trustee, with no platform switch or custody arrangement required.
How does Connexian save time?
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By centralising KYC, applications, documents, signatures and portfolio visibility in one workflow. Advisers typically save up to 80% of admin time on private market investments.
Is Connexian secure?
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Yes. Connexian is ISO 27001 certified, with mandatory 2FA, Australian data residency, encrypted data and audit trails.
What support is available?
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Support ranges from standard access through to a dedicated account manager, depending on your plan. Enterprise clients receive platinum support.
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Book a demo