Helix by HL is an AI-powered assistant for private market investing, built for wealth advisors and institutional investors. It helps users discover and evaluate private funds and related products. The company was launched as a joint venture between TIFIN and Hamilton Lane.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Latest Price
$26M
Seed+, Dec 2023, Perplexity
UpMarket Estimate
$27M
Based on UpMarket valuation model
How to Invest in Helix by HL Through UpMarket
Helix by HL shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Step 01
Verify accredited investor status
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Step 02
Create an UpMarket account
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Step 03
Review available Helix by HL offerings
Full offering memoranda and risk disclosures provided before any commitment is required.
Step 04
Complete subscription documents
Review and sign subscription agreement. All documents handled digitally through the platform.
Step 05
Fund your investment
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
$1.3B+
UpMarket has brokered over $1.3 billion in alternative investments*
*Includes principal invested and appreciation of investments originated via the UpMarket platform based on historical trade volume and valuation estimates through March 31, 2026. Of the total, approximately $301 million is managed by UpMarket Management, with the remaining originated investments managed by affiliates. Past performance is not predictive of future results.
Valuation Growth Over Time
Post-money valuation by round
Previous roundsMost recent
Date
Round
PPS (split-adj.)
Valuation
Dec 2023
Seed+
$26M
Why Investors Are Watching Helix by HL
Growth Signal
Helix by HL raised $6M Seed+ at $26M valuation
The private-markets AI assistant closed a $6 million Seed+ round at a $26 million post-money valuation, led by FINTOP Capital. Helix by HL was launched in June 2023 as a joint venture between TIFIN and Hamilton Lane.
Product Milestone
Helix won 2024 Wealthies New Product Development award
Helix by HL received the New Product Development award at the 2024 Wealth Management Industry Awards. The award program is in its tenth year and recognizes innovations that improve the daily work of financial advisors.
Competitive Moat
Hamilton Lane data powers Helix's private-markets AI
Helix is powered by Hamilton Lane’s industry-leading data and insights, positioning it as an AI platform for private market investments. The company says the tool helps advisors and investors navigate private markets with more confidence.
Interested in Helix by HL stock? Fill out the form above or sign up directly. Subject to availability. Accredited investors only.
UpMarket curates and conducts independent diligence on every investment opportunity before it reaches the platform.
Strategy, fees & legal reviewed in full
We review every offering's strategy, risk management, liquidity, fees, valuation methodology, tax matters, and all third-party providers — legal counsel, auditor, administrator, and custodian.
Disciplined managers only
We offer investments exclusively from disciplined managers that pursue unique strategies across an array of asset classes.
Built around your objectives
Our goal is to empower you to build a portfolio that best meets your individual investment objectives.
No. As of March 2026, Helix by HL is a private company and does not trade on any public stock exchange. Accredited investors can access Helix by HL shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Helix by HL does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Helix by HL shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered more than $500M in alternative investments since 2019.
Pre-IPO investments carry significant risks. Helix by HL shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Helix by HL is an AI-powered assistant for private market investing used by wealth advisors and institutional investors, valued at $27M; it raised $6M in Seed+ funding at a $26M valuation — accredited investors can access Helix by HL stock through UpMarket.