Education
Product Training & Compliance
Research & Due Diligence
Portfolio Analytics & Construction Tool
Invest Marketplaces
Transaction Processing
Lifecycle Management
Client Reporting
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“We view this partnership as instrumental in scaling our alternatives business and empowering advisors to provide clients with a broader and more complete range of portfolio solutions.”
Rob Sechan
Managing Partner (New Edge Capital Group) and
CEO and Co-Founder (NewEdge Wealth)
“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
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
“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
“iCapital has developed one of the industry’s most comprehensive technology solutions bridging the gap between alternative asset managers and wealth advisors…”
Stephanie Drescher
Partner and Chief Client and Product Developer
As of 10/31/2024
