Education
Product Training & Compliance
Research & Due Diligence
Portfolio Analytics & Construction Tool
Investment Marketplaces
Transaction Processing
Lifecycle Management
Client Reporting
“iCapital has been exceptional in who you have brought into the fold for us to present into client portfolios but now as entrepreneur in the independent world with a rapidly growing platform, the technology is absolutely vital to what we’re doing.”
Haig Ariyan
CEO
“iCapital provides the platform we use to offer a full spectrum of alternative income strategies and allowing us to stay ahead of the game and attract new clients and retain existing ones.”
Li Ma
Chief Executive Officer and Fiduciary Investment Advisor
Annova Advisors
Education
Portfolio & Data Analytics
Origination & Diligence
Investment Structuring
Fund Marketing & Distribution
Investor Onboarding
Investment Execution
Sales Reporting
Transaction Processing
Third Party Integrations
Fund & Client Reporting
Investor Management
“Blackstone’s partnership with iCapital creates a more seamless experience. Our clients get improved and expanded access to an expanded range of alternative investment strategies and we’re able to serve a broader range of private wealth investors.”
Sheila Rapple
Senior Managing Director, Private Wealth Solutions
Blackstone
“We’ve almost doubled the size of our fund, and it’s primarily because of our move into Fintech, allowing us to be able to access the individual investor.”
Lynly Packer
Executive Director, Alternatives Client Advisory, Private Wealth Alternatives
J.P. Morgan
1. Testimonial may not be representative of the experience of other customers. Testimonial is not a guarantee of future performance or success.
As of 09/30/2024
1. Testimonial may not be representative of the experience of other customers. Testimonial is not a guarantee of future performance or success.
2. Platform includes iCapital Marketplace and iCapital Structured Investments and Annuities Platform.
3. Total International Platform Assets reflect assets managed across underlying funds on the iCapital platform, whereby investors are classified as ‘Non-US Domestic’. As of 09/30/2024.
iCapital and its affiliates provide various services through a number of affiliated entities – please refer to Certain iCapital Entities for a full list of entities. iCapital entities are collectively referred to as “iCapital”, and they all are affiliated with iCapital, Inc. and Institutional Capital Network, Inc.
This website is for informational purposes only. This website is the property of iCapital and may not be shared, reproduced in any form, or referred to in any other publication, without express written permission of iCapital.
This website and any information included on it are not intended, and may not be relied on in any manner, as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security. Financial products, including investment funds and structured investments, are complex and may be speculative and are not suitable for all investors. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation. This website and the information contained on it is not intended to, and does not, address the financial objectives, situation or specific needs of any specific investor.
iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc.
