Invest Beyond the Ordinary
Explore curated private market opportunities in private credit, real estate, and equity backed by professional diligence and transparency.
Professionals
120+
Earning client trust since
2016
Columbia Private Markets (CPM) was built to help individuals access the world of private investments. Through CPM, qualified investors can participate in exclusive private placements spanning private credit, private real estate, and private equity. Each opportunity is carefully vetted for quality, structure, and alignment with investor goals.
For issuers, CPM provides a broker-dealer platform for raising capital through Reg D, Reg A, and Reg CF offerings, ensuring efficiency and regulatory compliance every step of the way.
Our mission is simple: to make institutional-quality private markets accessible, compliant, and efficient for investors seeking to diversify and grow their wealth.
Services
Explore Our Curated Funds
Our Values
The Columbia Private Markets Value
Limited Access
High-quality private credit, real estate, and equity investments not widely available through traditional channels.
Rigorous Due Diligence
Each opportunity undergoes deep underwriting and sponsor evaluation before reaching investors.
Institutional Standards
Structuring, documentation, and reporting built to the same standards as institutional investors.
Transparency and Trust
Clear terms, aligned standards, and a professional process from start to finish.
Streamlined Experience
Centralized support for onboarding, diligence, execution, and ongoing investor reporting.
Focus on Partnership
We succeed when our investors do – our process is designed for fairness, integrity, and long-term partnership.
Join the Platform
Getting Started is Simple
01
Create Your Account
02
Complete Verification and Onboarding
03
Invest in Offerings
Our team
Choosing The Right
Financial Planning Team
Trusted partner
Access Private Markets with Confidence
Our team is here to help you access a curated selection of private investments with confidence. Whether you’re looking for steady income, long-term growth, or portfolio diversification, Columbia Private Markets provides the structure and experience to help you get started.
Testimonials
Client Experiences That Speak for Themselves
“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”
Carlos Martines
MEX – CEO
“Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”
Kate Smith
Swirl – CEO & President
“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a “small project”.
I was very satisfied & would recommend.”
Rebecca Roy
H&N – CEO & President
