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Testimonials1
“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
Everything You Need to Grow Your Alternatives Business
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Origination & Diligence
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Investment Structuring
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Investor Management
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Testimonials1
“By partnering with iCapital and leveraging their leading technology platform, we are able to provide more efficient access to our alternative investment strategies to a larger set of investors beyond our core institutional footprint.”
Jeffery Hawkins
Deputy Managing Partner
“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.
Key Metrics
$28.0B International3
As of 09/30/2024
Thought Leadership
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 08/31/2024.
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.
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