ZURICH, NEW YORK, MIAMI — iCapital1, the global fintech company shaping the future of investing, Banco Itaú International and Banco Itaú (Suisse) SA, collectively referred to as Banco Itaú, today announced a significant expansion of their existing strategic partnership to deliver a fully digitized experience for private markets investments for Banco Itaú’s client base.
“Over the past years, we have built a unique investment platform, giving our clients exclusive access to leading managers within the private markets space. Our expanded collaboration with iCapital strengthens our ability to deliver our clients a superior experience when investing in these products – we are raising the bar for transparency, scalability, and access across the entire private market lifecycle. By combining best-in-class products offering with advanced digital infrastructure, we are creating a more seamless and reliable journey for investors. Strategic collaborations that enhance our technological capabilities play an important role in accelerating innovation within the private bank, ensuring our clients benefit from modern, secure, and scalable solutions,” says Jose Franco, Head of Investment Offering & Structuring at Itaú International.
“This strategic partnership with Banco Itaú sets a new standard for operational efficiency, data management, and the overall client experience in the private markets, reinforcing both organizations’ commitment to innovation and excellence,” says Marco Bizzozero, Head of International and Member of the Executive Committee at iCapital. “This enhanced partnership further underscores the trust wealth managers place in iCapital and reflects a shared commitment to expanding access to private markets through a fully integrated, end to end digital solution for advisors and their clients.”
At the core of this collaboration is iCapital’s technology platform, purpose-built to streamline the full lifecycle of Banco Itaú’s alternative investment offerings. Seamlessly integrated into Banco Itaú’s banking systems and in-house administrator, the platform equips relationship managers, specialists, and operations teams with an intuitive interface to manage every aspect of the alternative investment process—from marketing and subscription workflows to centralized document management and client-specific reporting and analysis.
A key innovation complementing iCapital’s technology platform is the new proprietary iCapital VaultTM, a solution designed to further safeguard client information while enabling fully integrated investment processes. With this implementation, Banco Itaú becomes the first wealth management client to deploy the iCapital VaultTM, enabling its booking centers to fully utilize the entire iCapital end-to-end platform. Crucially, the iCapital VaultTM is designed so that client-identifying data remains controlled within the Banco Itaú ecosystem, setting a new benchmark for data management.
In addition to digitizing the client experience, Banco Itaú will continue to selectively offer private markets investment funds managed by iCapital to its clients, supplementing its already robust proprietary offerings with access to additional institutional quality alternative investments.
About iCapital:
iCapital is a global leader, shaping the future of global investing for financial advisors, wealth managers, asset managers, and other industry participants. iCapital offers a diverse and complete range of non-traditional investment products on iCapital Marketplace, Enterprise Solutions, and both Technology and Data Services, designed to help drive better outcomes2 for all participants in the ecosystem.
With strategic investment from leading alternative asset managers, wealth managers, and service providers globally, iCapital provides unmatched access, data connectivity, education, and research programs to advisors and their clients. Leveraging AI and machine learning for digital identity (KYC/AML), iCapital supports compliant and secure investment lifecycle processes.
iCapital’s end-to-end platform manages the lifecycle of non-traditional investment products, making it easier to learn about, buy, manage, and integrate alternative assets, structured investments, and annuities into portfolios, driving growth, scale, and efficiency. Our solution(s) can be customized and offers specific modules as needed.
iCapital has more than $1.13 trillion3 of assets serviced globally on its platform, including $295.9 billion in alternative platform assets, $251.4 billion in structured investments and annuities outstanding, and $589.4 billion in client assets reported on, and serves over 3,300 wealth management firms and 122,000 active financial professionals.
Headquartered in New York, iCapital operates globally with 18 offices, including major hubs in Zurich, London, Abu Dhabi, Hong Kong, Singapore, Tokyo, Sydney and Toronto, and an industry-leading R&D center in Lisbon. iCapital is recognized for its innovation and leadership, with accolades from Euromoney (World’s Best Technology Provider for Wealth Management), CNBC (World’s Top Fintech Companies), and Forbes Fintech 50.
For more information, visit https://icapital.com | X (Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc
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iCapital
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1. iCapital, Inc., together with its affiliates "iCapital"
2. iCapital delivers better outcomes by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.
3. As of October 31, 2025
IMPORTANT INFORMATION – ICAPITAL
This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, “iCapital”). This material is the property of iCapital and may not be shared without its written permission. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital. This is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Security products and services are offered through iCapital Markets LLC (a registered broker/dealer, member FINRA and SIPC), Institutional CN (Europe) – Empresa de Investimento, S.A. (registered with CMVM), iCapital Hong Kong Limited (licensed by SFC) and iCapital SG Pte. Ltd (licensed by MAS), all affiliates of iCapital. Registrations and memberships in no way imply that FINRA, SIPC, CMVM, SFC or MAS have endorsed any of the entities, products or services discussed herein. Financial products made available by iCapital Markets LLC, Institutional CN (Europe) – Empresa de Investimento, S.A., iCapital Hong Kong Limited and iCapital SG Pte. Ltd. may be complex and/or speculative and are not suitable for all investors. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.
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IMPORTANT INFORMATION – BANCO ITAÚ
This release is for informational purposes only and does not constitute an offer or solicitation of any financial product or service in any jurisdiction. While efforts are made to ensure accuracy and completeness, no guarantees are provided regarding error-free content of this message. Products and services described herein may not be available in all jurisdictions and are offered by Banco Itaú International or Banco Itaú (Suisse) SA exclusively to eligible clients in those jurisdictions in which Banco Itaú International or Banco Itaú (Suisse) SA are authorized to operate and in accordance with applicable laws and regulatory requirements. Any investment decisions should be made based on a review of offering materials and in consultation with your professional advisers. Links included in this message may direct you to third-party sources or websites that are not controlled by Banco Itaú. As such, Banco Itaú assumes no responsibility for the content, functionality, or security of these external sites.
