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Serving Financial Professionals Wherever They Choose to Practice

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Learn

Education
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Invest

Portfolio Analytics & Construction Tool
Investment Marketplaces
Transaction Processing

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Manage

Lifecycle Management
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Available on iCapital OS

Testimonials1

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“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
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Li Ma

“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
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Everything You Need to Grow Your Alternatives Business

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Learn

Education
Portfolio & Data Analytics
Origination & Diligence

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Invest

Investment Structuring
Fund Marketing & Distribution
Investor Onboarding
Investment Execution

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Manage

Sales Reporting
Transaction Processing
Third Party Integrations
Fund & Client Reporting
Investor Management

Available on iCapital OS

Testimonials1

Sheila Rapple

“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
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Lynly Packer

“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
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1. Testimonial may not be representative of the experience of other customers. Testimonial is not a guarantee of future performance or success.

Key Metrics

202.5
Platform2 Assets
$28.4B International3
1655
Funds Supported
105.1
Financial Professional Users
616
Fund Managers, Issuers, Insurance Carriers

As of 09/30/2024

Thought Leadership

Investment & Market Strategy

iCapital Market Pulse: Heading to the Polls

The U.S. Presidential election is less than two weeks away. While some markets are starting to price in an outcome, uncertainty remains high. Headlines are focused on risk, but the economy remains resilient, and the S&P 500 seems to be on a path towards 6,000. Although policy is still to be determined, markets typically perform well in the year following the election. We think there could be an opportunity to add to equity risk and rebuild any allocations de-risked ahead of the election.
With the U.S. presidential election now less than two weeks away, investors are keenly focused on the potential outcomes and their possible impact on the economy. Moreover, some markets are…
heading to polls
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Annuities

Is $500 Billion in Annuity Sales on the Horizon?

October 23, 2024
LIMRA recently reported that total U.S. annuity sales climbed to a record $216.6 billion during the first half of 2024, up 20% from the previous year.1 Not surprisingly, after hearing…
Beyond 60/40 Video: Episode 27
Practice Management

Beyond 60/40 Video: Episode 27

Commercial Real Estate and Defined Outcome Investing
October 16, 2024
Beyond 60/40 Video: Episode 27
Beyond 60/40 Video: Episode 26
Practice Management

Beyond 60/40 Video: Episode 26

Global Alternative Investing
October 2, 2024
Beyond 60/40 Video: Episode 26

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.​ Among these affiliates, iCapital Markets LLC (“iCapital Markets”), an SEC-registered broker-dealer, member FINRA and SIPC, offers securities products and services. The registrations and memberships listed in Certain iCapital Entities in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services provided by iCapital. Additional information is available upon request.

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.