What is AltsPRISM Marketplace?

AltsPRISM Marketplace lets medical professionals assess private market suitability, verify identity, browse funds, and and route orders for advisor execution.

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Private Markets Access

Private markets, curated for medical professionals.

The AltsPrism Marketplace is a members-only data room that pairs identity verification with an SEC-mandated suitability assessment — so accredited and qualified medical professionals can access curated private funds with confidence, clarity, and discretion.

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The access flow

Three steps to the marketplace

Pass the suitability test

An SEC-mandated questionnaire scored against accredited-investor and sophistication standards. A passing score grants preview access to the marketplace.

Verify your identity

A government-issued ID and brief liveness check through Plaid confirms you are who you say you are — required before you can invest or download fund literature.

Browse and invest

Filter funds by manager, strategy, and structure. Submit an investment intent and your advisor at AltsPrism handles the placement.

As a member, you'll gain

Exclusive Access

Explore vetted private market opportunities — private equity, private credit, real estate, and infrastructure funds — curated for sub-accredited, accredited and qualified investors.

Expert Insights

Stay informed with fund literature, manager presentations, and monthly reports from leading alternative investment managers, all in one discreet portal.

Advisor Connection

Every investment intent is routed to your advisor at AltsPrism to initiate placement with Altruist Financial — combining self-directed discovery with professional execution.

Community Connection

Invest with a network of like-minded peers

Engage with a network of investors who share your professional background and investment goals. The portal is your gateway to navigating private markets with confidence — supported by advisor-backed execution every step of the way.

Fund literature, manager presentations, and monthly reports included with every listing.

Frequently asked

Frequently asked questions

What does the suitability test cover?

The SEC-mandated suitability questionnaire assesses your understanding of private market investing — including illiquidity and lock-up risk, fee structures, valuation and reporting norms, fund structures (evergreen, interval, tender-offer, REIT, BDC, direct OpCo), and the accreditation standards required to participate. It also evaluates your financial situation and investment objectives to confirm private market exposure is appropriate for you. If you'd like to brush up before taking the test, our Investor Handbooks walk through every concept the test covers.

What is a sub-accredited investor?

A sub-accredited investor does not yet meet the SEC's accredited-investor thresholds but is eligible to participate in lower-tier vehicles — typically evergreen, interval, or tender-offer funds with modest minimums and periodic liquidity. Qualification is established through the suitability assessment plus identity verification. Documentation is generally a self-attestation of your financial situation, supported by your completed suitability questionnaire and identity verification record.

What is an accredited investor?

Under SEC Rule 501(a) of Regulation D, an accredited investor is an individual who has earned income exceeding $200,000 in each of the two most recent years (or $300,000 joint income with a spouse) and reasonably expects the same this year, or has a net worth exceeding $1,000,000 (individually or jointly with a spouse), excluding the value of a primary residence. Documentation typically includes recent tax returns or W-2s for income, and bank, brokerage, or investment statements for net worth — or a signed letter from a licensed CPA, attorney, or registered investment advisor confirming your status.

What is a qualified purchaser?

A qualified purchaser (under Section 2(a)(51) of the Investment Company Act of 1940) is an individual (or a family-owned entity) owning $5,000,000 or more in investments, or an entity owning $25,000,000 or more in investments (certain entities may qualify at $50 million). This is a higher threshold than accredited status and unlocks access to funds reserved for qualified purchasers. Documentation usually includes recent investment account statements, audited financials, or third-party verification from a financial professional confirming the value of your investment holdings.

How do I document my investor status?

Your suitability questionnaire and identity verification establish your baseline tier within the portal. To formally document accredited or qualified-purchaser status for a specific fund subscription, your advisor at AltsPrism will request supporting evidence — such as tax returns, investment statements, or a third-party certification letter from a CPA, attorney, or registered investment advisor. You'll be guided through exactly what's required when you submit an investment intent.

I got interrupted mid-onboarding. Do I have to start over?

No, your progress is automatically saved. We utilize a passwordless security model. Simply click the unique link sent to your registered email or phone number to resume exactly where you left off, on any device.

Plaid is saying my ID scan failed or is blurry. What should I do?

Camera glares or dim lighting can occasionally trigger a retry prompt.

Ensure your ID is placed flat on a dark, non-reflective surface.
Avoid overhead lighting that creates a glare on the card's laminate.
Keep your hands steady; the system will automatically snap the photo when the text is in focus.

My legal name on my ID differs from my clinical name in the NPI registry. Will this block me?

It will not block you from the platform. If there is a name variation (e.g., a hyphenated name, middle name discrepancy, or married vs. maiden name), our automated system flags it for “Asynchronous Review.” You will still be granted immediate, view-only access to the fund marketplace while our compliance team manually clears the flag within a few hours.

Can I invest through my medical practice corporate entity or a retirement account?

Yes. While your initial identity verification must be completed as an individual, your dashboard allows you to seamlessly add investing entities. You can link a Medical Practice LLC, Trust, Corporate Entity, or Self-Directed IRA directly from your account settings after your personal identity check clears.

How is my sensitive financial and medical registry data secured?

We take data security with the utmost seriousness. Our platform utilizes AES-256 bank-grade encryption for all stored data and transport layer security (TLS) for all data in transit. Your biometric data and document scans are securely processed by Plaid in compliance with SOC 2 Type II global security regulations.

What are your verification processing times and review timelines?

We leverage automation to clear your profile as quickly as possible. The vast majority of our investors are cleared instantly, though manual edge cases are processed around the clock:

Automated Identity Check (Plaid): Instant to 5 minutes. If your ID photos are crisp and your camera liveness scan matches perfectly, you will see a green checkmark immediately.
Document-Based Accreditation: 2 to 4 hours. If you choose to upload tax returns or corporate documents, our internal compliance team reviews and verifies them on a rolling basis.
Third-Party CPA / Attorney Verification: Variable. If you request that we message your accountant or attorney directly via our portal link, verification depends on how quickly your representative clicks and signs the digital attestation form. Once they sign, your account updates in real time.
Manual Reviews & Flag Resolution: Under 12 hours. If your submission is flagged due to an NPI name mismatch or a blurry photo, a dedicated compliance officer will manually review and resolve the issue. You will receive an automated text or email the moment your status changes.

Want to prepare first? Review the Investor Handbooks.

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Legal Disclosures

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AltsPRISM™ is a private markets platform tailored exclusively for medical professionals. We empower our clients by providing them with access to institutional-grade investment opportunities in private equity, private credit, private real assets, and venture capital; professional investment management and advisory services; technology, research, and data solutions to support their investing journey; and access to a peer community of medical professionals to learn and exchange ideas amongst themselves.

Investment advisory services offered on the AltsPRISM™ platform are provided by Cognis Retirement Group, LLC.

Cognis Retirement Group and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which it maintains clients. A copy of our current written disclosure statement Form ADV-Part 2A discussing business operations, services and fees is available upon request or may be downloaded here.

Alternative investments, including those referenced above, involve a high degree of risk and are not suitable for all investors. These investments may be illiquid, lack transparency, and be subject to limited regulatory oversight. No assurance can be given that any investment or investment strategy will achieve its objectives or avoid losses. The information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or investment product is suitable for their investment needs. Please refer to disclosure and offering documents for further information concerning specific investment products or services, and their associated risks.

By accessing this website, you agree to be bound by the above terms and conditions.

Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.