iCapital

since 2013
  • 1,001-5,000 employees
  • Financial Services

iCapital

iCapital is powering the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital's secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $176.3 billion in global platform assets, iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.

iCapital employees more than 1,200 people globally, and has 13 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes FINTECH 50 for 2018, 2019, 2020, 2021, 2022, and 2023, and MMI/Barron’s Industry Awards as Solutions Provider of the Year for 2023, 2021, 2020. https://icapital.com/about-us/recognition/

Expertise

HNW Fundraising Platform, Alternative Investments, Private Equity and Hedge Funds, Private Investor Network, Private Access Vehicles, Custom Fund Solutions, and Private Credit

Content

Is it Worth it to Pay a Fee to Get a Higher Rate on an Indexed Annuity?
  • 4 days ago

When you consider a fixed indexed annuity (FIA), you facea multitude of decisions regarding the appropriate strategywithin the FIA.

Beyond Equity and Bonds: Why Alts Should Be a Key Part of the Mix
  • 8 days ago

Unprecedented bond-equity correlation has meant advisors need to look to alternative investments as Kunal Shah, managing director at iCapital, explains the importance of due diligence.

The Case of the Missing $18 Billion
  • 8 days ago

Private equity, private debt and real estate should be considered in every investor’s tranche. Being linked to inflation, they allow one to capture the upside – both in the long and short term.

iCapital Market Pulse: September is Here, Now How to Steer
  • 11 days ago

We fundamentally believe the economy is slowing but still growing, and the AI growth story is still intact.

iCapital Market Pulse: Markets in the Mood to Price in a Recession, Here Is How to Position
  • 1 month ago

We would be taking advantage of the pullback and a surge in volatility to begin adding to AI semis, real estate and banks, as well as the broader S&P 500 and Nasdaq, using structured investments.

Private Markets & Hedge Fund Strategy Ratings – Q2 2024
  • 1 month ago

Learn more about iCapital’s outlook on the different alternative investment strategies, including private equity, private credit, real assets, and hedge funds.

iCapital Market Pulse: The Case for Private Equity
  • 1 month ago

We find compelling reasons to believe that growth and performance in private equity will continue.

Launching and Maintaining a Structured Investments Business
  • 1 month ago

Launching a structured investments business ata wealth management firm requires thoroughplanning, diligent execution, and a commitment toregulatory compliance and client-centric practices.

iCapital Market Pulse: Market Consolidation and the Great Rotation
  • 1 month ago

Recent selling pressure across technology sectors combined with a renewed confidence in upcoming interest rate cuts sets up a rotation that we think can continue.