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Getting Started

Thank you for starting the process to become a client!

Enter your email address and a password below, then click "Verify My Email". We will send a confirmation link to your email to complete the process.

You can also use your existing Google account to sign up with a single click.
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As a client, you will be able to purchase the investment funds listed on our website using any type of Schwab account. And, your first month has no fees from Treeview Capital.

You will also have access to personalized fund recommendations and our five-star rating system for each investment fund.
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What others say about Treeview Capital

Treeview Capital truly opens up a new world of investing. I always thought private market funds were out of reach due to the high minimums. Now, I can diversify my portfolio with top-tier funds for a fraction of what was previously required."

Michael R.

The platform is incredibly intuitive. I love that I can easily browse funds from major institutions and manage everything right from my Schwab account. It's a seamless and transparent way to access private investments.

Sarah P.

I was tired of paying high advisory fees on my alternative investments. With Treeview Capital, the low fee structure is a game-changer. It's the most cost-efficient access to private credit and equity that I've found anywhere.

James L.
Disclosure

Treeview Capital has not provided any compensation for the endorsements shown. No conflicts of interest exist.