Treeview Capital

Treeview Capital is an SEC-registered investment advisor operating as a robo-advisor specifically designed for mass-affluent investors. The firm was founded on a clear mission: “We help investors expand their portfolios by providing affordable access to institutional private funds”. By reducing the traditional barriers to entry with a $5,000 minimum, the platform allows a broader group of investors to participate in high-caliber private credit, private equity, infrastructure, and real estate funds.

The platform prioritizes efficiency and transparency through a digital-first experience that eliminates manual paperwork. With a transparent 0.30% advisory fee and direct integration with Charles Schwab accounts, clients can manage their alternative assets alongside their traditional brokerage holdings with ease. This approach ensures that institutional-grade strategies are accessible without the excessive fees or operational complexity typically found in private market investing.

While Treeview Capital provides the infrastructure for access, the firm remains committed to investor autonomy. The organization does not provide portfolio strategy or maintain trading authority, ensuring that each client remains the primary decision-maker for their own investment choices. To assist in this process, the platform utilizes proprietary AI to provide automated recommendations that highlight funds based on individual investor profiles and performance history. These AI-driven insights act as a sophisticated discovery tool, empowering investors to navigate complex private markets and build diversified portfolios on their own terms.