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Serving Financial Professionals Wherever They Choose to Practice

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Learn

Education
Product Training & Compliance
Research & Due Diligence

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Invest

Portfolio Analytics & Construction Tool
Investment Marketplaces
Transaction Processing

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Manage

Lifecycle Management
Client Reporting

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

1.2
Active Global Assets on Platform2
$61.1B International3
2565
Funds Supported
135
Financial Professional Users
1,272
Fund Managers, Issuers, Insurance Carriers

As of 05/31/2026

Thought Leadership

Practice Management

Key Takeaways from iCapital Engage+ Hong Kong 2026

The 2026 iCapital Engage+ Hong Kong convened more than 200 wealth managers, over 300 clients and partners to explore the evolving role of alternatives in modern portfolios. The agenda spanned…
icapital-engage-hong-kong-on-stage-2026
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Practice Management

Key Takeaways from iCapital Engage+ Hong Kong 2026

July 28, 2026
The 2026 iCapital Engage+ Hong Kong convened more than 200 wealth managers, over 300 clients and partners to explore the evolving role of alternatives in modern portfolios. The agenda spanned…
Sonali Basak on stage at iCapital Engage
Practice Management

Key Takeaways from iCapital Engage+ Toronto 2026

July 28, 2026
iCapital Engage+ Toronto 2026 convened over 250 wealth managers to examine the role of alternatives in an increasingly fractured global economy. The agenda spanned geopolitics, the macroeconomic and investment implications,…
Investment & Market Strategy

iCapital Market Pulse: Between a Rock and a Hard Strait

July 27, 2026
Key Takeaways Markets may be entering a new Fed regime, where economic data and Fed speeches matter more than scheduled FOMC meetings as policymakers step back from forward guidance. The…

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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.
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 05/31/2026.

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.

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