Raintree Financial Solutions and Raintree Wealth Management have officially come together under one name: Raintree Wealth.
The amalgamation brings together two complementary areas of our business. Raintree Financial Solutions provided clients with access to alternative investment opportunities, including private equity, private debt, real estate, and other private market investments. Raintree Wealth Management provided full-service discretionary portfolio management, incorporating both public and private investments to help clients work toward their financial objectives.
Today, Raintree Wealth brings these capabilities together under one unified firm, creating a more integrated experience for clients and Advisors while continuing to provide the personalized service, investment expertise, and support that have long defined Raintree.
Below, you’ll find answers to frequently asked questions about the amalgamation and what it means for you.
Why are you making this change?
Bringing the two organizations together allows us to create a more unified client and Advisor experience, simplify our brand, and better reflect the full breadth of wealth management services available through Raintree Wealth.
What stays the same?
While our name is changing, the relationships at the heart of Raintree are not.
If you are a client, your Advisor relationship will remain the same, and you can continue to expect the same personalized service and ongoing support you receive today. Your existing account and investments will also remain in place, and there is no action required from you as a result of this announcement.
What is changing?
Beginning October 1, you will start to see the Raintree Wealth name and updated branding across our communications, website, documents, and other client materials.
Over time, this unified identity will make it simpler to recognize and engage with Raintree Wealth across the different ways we support you.
Why are you making this change?
Bringing the two organizations together allows us to create a more unified client and Advisor experience, simplify our brand, and better reflect the full breadth of wealth advisory services available through Raintree Wealth.
Does my account or advisor change?
No. Your existing account and investments will remain in place. You will continue to be able to access it through your online portal.
How can I access my client portal?
If you are a current Client, you can access your portals at:
Private Capital/Exempt Market investments portal – raintree.investorportal.com
Portfolio Management investments portal – raintreeportal.inf-systems.net
Raintree Alternative Strategies Fund & Raintree Enhanced Yield Fund (Class A units only) – dashboard.investorportal.com