Business Principles
INTEGRITY
Honesty and integrity are fundamental to everything we do.
COLLABORATION
Teamwork and collaboration are the foundation of our success.
ACCOUNTABILITY
We demonstrate commitment, caring, and enthusiasm.
PARTNERSHIP
The success of our clients and partners is our relentless focus.
EXCELLENCE
We strive for flawless execution.
The iCapital View
Lawrence Calcano
Chairman & CEO
When it comes to alternative investments, high-net-worth investors may be leaving money on the table – and not by choice. iCapital’s Chairman & CEO, Lawrence Calcano, examines the market changes creating opportunities for financial advisors and fund managers – and the toolkit needed to navigate a tricky investment landscape.
Much of the economic growth today is taking place outside of the public markets and is available to a relatively small number of private investors. iCapital’s Co-Founder and Head of Fund Management, Nick Veronis, discusses why private markets exposure may provide qualified investors with diversification and longer-term fundamental growth opportunities that are hard to find in the public markets.
Nick Veronis
Co-Founder & Managing Partner,
Head of Fund Management
Dan Vene
Co-Founder & Managing Partner,
Head of iCapital Marketplace
FinTech has enabled iCapital to realize the vision of a friction-free marketplace for alternative investments – Dan Vene, Co-founder and Head of iCapital Marketplace talks about some of the challenges on the journey and the culture of the company that made it worth the trip.
Tom Fortin, iCapital’s Chief Information Officer, discusses the how digital technologies are innovating consumers’ experience with financial services organizations and helping scale the alternative investment marketplace, and the single most important consideration in all iCapital technology development.
Tom Fortin
Managing Partner,
Chief Information Officer
Key Metrics
1065
Employees
199
White Label Platforms in Market
151.8
Platform Assets
1223
Funds Supported
16176
Network Members
as of 01/31/2023
History & Milestones
iCapital was founded in 2013 with the goal of making high-quality alternative investments accessible to wealth advisors and their high-net-worth investors, and enabling fund managers to reach new sources of capital. Since then, iCapital has rapidly attracted clients, partners, and investors and is well on its way to building the world’s alternative investment marketplace.
Recognition
