Problem

Private-market investing has historically been difficult for ordinary investors to access: attractive private-equity and private-credit opportunities are generally associated with institutions and the ultra-wealthy, while constructing a diversified allocation requires high minimums, sourcing expertise, and substantial administrative effort. Berilium positions the pain as an access and portfolio-construction problem—investors want exposure to alternative strategies, but do not want to assemble and manage a fragmented set of private-market investments themselves.

The core use case is a “plug-and-invest” allocation added to an existing portfolio: gaining diversified exposure to private markets at lower cost and lower minimums than traditional direct access. The economics are compelling when Berilium can pool investors into professionally selected portfolios, although the investments remain less liquid or illiquid and investors pay Berilium’s advisory fee as well as underlying fund and transaction expenses.

Product / Service

Berilium is a digital wealth-management and automated investment-advisory platform for retail investors. It offers portfolios built from pre-selected private-market and alternative vehicles, including private-equity and private-credit funds, and uses an online questionnaire to assess an investor’s objectives and risk tolerance. Its algorithm identifies an appropriate model portfolio, recommends reallocations, and generally manages the portfolio on a discretionary basis through an interactive website.

The delivery model is designed to make private-market exposure simpler rather than requiring investors to select individual funds. Berilium’s Form CRS says the typical initial minimum is $50,000 and the standard online investment-management fee is 1% annually, charged quarterly; additional underlying fund, custodial, transaction, and other costs may apply. The benefit is a professionally managed, diversified alternative allocation, but the service is not intended for investors who need short-term liquidity.

Market

Berilium competes in digital wealth management, alternative investments, and private-market access. Its closest comparable offerings include iCapital’s technology and distribution platform for alternatives and products such as BlackRock’s Private Investments Fund, which also gives accredited investors access to private equity. These are not necessarily identical business models, but they illustrate the larger competitive set: established asset managers, alternative-investment platforms, and wealth-tech providers lowering the barriers to private-market investing.

The company appears early-stage rather than scaled. Public company data identifies Berilium as founded in 2022, a YC Winter 2023 company, and seed-stage; available funding records show a $500,000 pre-seed round from Y Combinator in May 2023. Its SEC Form CRS, dated October 15, 2025, confirms that Berilium is operating as a registered investment adviser serving retail investors. Publicly available research does not disclose revenue, assets under management, customer count, or other commercial traction, so Berilium cannot be conclusively labeled pre-revenue—but there is no public evidence here of meaningful scale.