NEW YORK—iCapital1, the global fintech company shaping the future of investing, today announced U.S. iCapital Connect 2026, its flagship, invitation-only, annual conference is taking place March 23-25, 2026 in Phoenix, Arizona. The event gathers top industry executives from private markets, wealth management, financial technology alongside distinguished former U.S. government and military leaders to share perspective on global dynamics, leadership, innovation and the forces shaping markets and long-term investing.
“Connect 2026 brings leaders together to address the most pressing market and technology challenges—and translate them into actionable opportunities for growth,” said Magdalena Pandiloska, Chief Marketing Officer of iCapital. “As AI, geopolitics, regulatory change, and the convergence of public and private markets reshape investing, Connect provides a forum for meaningful dialogue, peer connection, and shared learning. This year’s program brings together education, technology showcases, and practical perspectives across alternatives, structured investments, and annuities—helping wealth leaders learn from one another and move from insight to action.”
iCapital thanks its 2026 Platinum sponsors—Apollo, Ares, Blue Owl, BlackRock, Brookfield, Carlyle, and Hamilton Lane—for their leadership and collaboration. Participation across Platinum, Gold, Silver, Bronze, and Structured Investment and Annuity sponsors reflects a shared commitment to advancing education, innovation, and responsible access across the wealth and asset management landscape.
Agenda Highlights include:
- Market Outlook, Geopolitics, and Macro Risk
- The Next Phase of Private Credit, Private Equity, and Real Assets
- AI, Technology, and Innovation in Investing
- The Future of Wealth, Advice, and Distribution
U.S. Connect 2026 is part of iCapital’s global conference series, with events held across the Americas, EMEA, and APAC, convening leaders worldwide for informed dialogue, collaboration, and shared learning.
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, insurance carriers 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 solutions can be customized and offer specific modules as needed.
iCapital has more than $1.14 trillion3 of assets serviced globally on its platform, including $300.6 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 123,000 active financial professionals.
Headquartered in New York, iCapital operates globally with 18 offices, including major hubs in Greenwich, Zurich, London, Hong Kong, Singapore, Tokyo, Sydney, Abu Dhabi 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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1. iCapital, Inc. and its affiliates (together, “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 January 31, 2026
IMPORTANT INFORMATION
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. 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. Securities products and services are offered through iCapital Markets LLC, a registered broker/dealer, FINRA and SIPC. Financial products made available by iCapital Markets LLC 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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