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iCapital Platforms
iCapital Platforms
Learn, invest and manage alternative investments, structured notes and annuities with ease.
–
Access Alts on Marketplace
The flagship iCapital platform connecting wealth managers and asset managers.
Access SI & Annuities
A dedicated platform to access education and investment opportunities.
–
Custom Platform Solution
White label solution to meet specific needs and objectives.
iCapital Market Pulse: Tokenomics: The Economics of the AI Boom
Solutions
Technology Solutions
iCapital offers a full array of advanced solutions engineered for the complete alternative investment lifecycle.
–
Investment Reporting
Elevating the standard in performance reporting for alternative investments.
Architect
A portfolio construction tool showing the impact of alternatives and structured investments.
iCapital Insight
A leader in alternative investment research, education and compliance documentation.
Identity Solutions
The leader in end-to-end reusable financial identity.
–
Document Center
Experience the future of document management today.
Custom Platform Solution
White label solution to meet specific needs and objectives.
DLT
An API-first distributed ledger technology platform.
Data and Reporting Services
Comprehensive asset reporting and data management services.
Alternative Data Management
Data processing and reporting for hard-to-track offline alternative investments.
Consolidated Reporting
Investment data and reporting services across all client asset classes, regardless of custody.
Eliminate operational friction, reduce risk, and scale your alternative investments with a smarter approach to data
Learn
Learn
Industry expert insights on strategies and events, comprehensive alternatives education and training, research, and compliance.
–
Investment Research
A deep knowledge base of experts with wide-ranging industry commentaries.
Alternatives Decoded
Explore private market trends and data in an interactive chartbook.
Practice Management
Resources and insights to help advisors grow, manage, and optimize their practices.
–
Podcasts
Watch industry leaders as they share insights on strategies and events.
Education
Resources to help investors, advisors, and institutions learn about alternative investments
Alternatives Decoded – June 2026
Demystifying Alternative Strategies for Growth.
Invest
Investment Solutions
The iCapital operating system automates and streamlines private market investing while integrating with existing infrastructure.
–
Private Markets
iCapital offers a curated menu of private market investment strategies to eligible investors.
Hedge Funds
Access to single and multi-strategy hedge funds investing in multiple asset classes.
Defined Outcome Solutions
Build investments with pre-defined return and risk profiles across a range of objectives.
Structured Investments
Customized profiles with diverse offerings, managed from inception to maturity.
Separately Managed Accounts
Professionally managed accounts offering comprehensive benefits.
m+ funds
Defined outcome ETFs with downside protection, enhanced upside, and daily liquidity.
–
iDirect
Gain exclusive access to private market investment opportunities.
Annuities
The benefits and considerations of investing in annuities.
Research & Due Diligence
Opportunities supported by institutional-grade investment and operational due diligence.
Model Portfolios
A modern solution, providing streamlined and user-friendly access to alternative investments.
Retirement Solutions
iCapital 2026 Market Outlook
Balancing divergences amid blind spots
Company
Company
iCapital powers the world’s alternative investment marketplace as a trusted technology partner.
–
About iCapital
Who We Serve
Asset Managers
Reach more investors and streamline fund delivery and management.
Families and Family Offices
Comprehensive solutions designed to meet the needs of wealthy families.
Institutional Investors
Comprehensive solutions for OCIOs, endowments, foundations, pensions, and sovereign wealth.
Wealth Managers
Technology-enabled solutions for private market investments.
Integration Partners
Integrated platforms streamline advisor workflows and expand access to alternatives.
Client Spotlights
–
Newsroom
Read our latest industry coverage and announcements.
Events
Learning, networking, and professional growth opportunities worldwide.
Ambassadors
Athletes excelling in their sports, inspiring and connecting with our community.
Global
International reach, local expertise.
Careers
Join the iCapital Team.
Contact Us
Connect with an expert.
iCapital® and UMB Expand Blockchain-Enabled Network for Alternative Investments Through Distributed Ledger Technology Integration
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All Posts By or Pertaining To
iCapital
Practice Management
New Five-Year Accreditation Lookback Rules and What They Mean
March 15, 2021
Practice Management
What is a Non-Accredited Investor?
Explore the definitions and differences across investor types.
December 17, 2020
Practice Management
Qualified Purchaser: Is It Different From An Accredited Investor?
October 13, 2020
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iCapital Platforms
iCapital Platforms
Learn, invest and manage alternative investments, structured notes and annuities with ease.
–
Access Alts on Marketplace
The flagship iCapital platform connecting wealth managers and asset managers.
Access SI & Annuities
A dedicated platform to access education and investment opportunities.
–
Custom Platform Solution
White label solution to meet specific needs and objectives.
iCapital Market Pulse: Tokenomics: The Economics of the AI Boom
Solutions
Technology Solutions
iCapital offers a full array of advanced solutions engineered for the complete alternative investment lifecycle.
–
Investment Reporting
Elevating the standard in performance reporting for alternative investments.
Architect
A portfolio construction tool showing the impact of alternatives and structured investments.
iCapital Insight
A leader in alternative investment research, education and compliance documentation.
Identity Solutions
The leader in end-to-end reusable financial identity.
–
Document Center
Experience the future of document management today.
Custom Platform Solution
White label solution to meet specific needs and objectives.
DLT
An API-first distributed ledger technology platform.
Data and Reporting Services
Comprehensive asset reporting and data management services.
Alternative Data Management
Data processing and reporting for hard-to-track offline alternative investments.
Consolidated Reporting
Investment data and reporting services across all client asset classes, regardless of custody.
Eliminate operational friction, reduce risk, and scale your alternative investments with a smarter approach to data
Learn
Learn
Industry expert insights on strategies and events, comprehensive alternatives education and training, research, and compliance.
–
Investment Research
A deep knowledge base of experts with wide-ranging industry commentaries.
Alternatives Decoded
Explore private market trends and data in an interactive chartbook.
Practice Management
Resources and insights to help advisors grow, manage, and optimize their practices.
–
Podcasts
Watch industry leaders as they share insights on strategies and events.
Education
Resources to help investors, advisors, and institutions learn about alternative investments
Alternatives Decoded – June 2026
Demystifying Alternative Strategies for Growth.
Invest
Investment Solutions
The iCapital operating system automates and streamlines private market investing while integrating with existing infrastructure.
–
Private Markets
iCapital offers a curated menu of private market investment strategies to eligible investors.
Hedge Funds
Access to single and multi-strategy hedge funds investing in multiple asset classes.
Defined Outcome Solutions
Build investments with pre-defined return and risk profiles across a range of objectives.
Structured Investments
Customized profiles with diverse offerings, managed from inception to maturity.
Separately Managed Accounts
Professionally managed accounts offering comprehensive benefits.
m+ funds
Defined outcome ETFs with downside protection, enhanced upside, and daily liquidity.
–
iDirect
Gain exclusive access to private market investment opportunities.
Annuities
The benefits and considerations of investing in annuities.
Research & Due Diligence
Opportunities supported by institutional-grade investment and operational due diligence.
Model Portfolios
A modern solution, providing streamlined and user-friendly access to alternative investments.
Retirement Solutions
iCapital 2026 Market Outlook
Balancing divergences amid blind spots
Company
Company
iCapital powers the world’s alternative investment marketplace as a trusted technology partner.
–
About iCapital
Who We Serve
Asset Managers
Reach more investors and streamline fund delivery and management.
Families and Family Offices
Comprehensive solutions designed to meet the needs of wealthy families.
Institutional Investors
Comprehensive solutions for OCIOs, endowments, foundations, pensions, and sovereign wealth.
Wealth Managers
Technology-enabled solutions for private market investments.
Integration Partners
Integrated platforms streamline advisor workflows and expand access to alternatives.
Client Spotlights
–
Newsroom
Read our latest industry coverage and announcements.
Events
Learning, networking, and professional growth opportunities worldwide.
Ambassadors
Athletes excelling in their sports, inspiring and connecting with our community.
Global
International reach, local expertise.
Careers
Join the iCapital Team.
Contact Us
Connect with an expert.
iCapital® and UMB Expand Blockchain-Enabled Network for Alternative Investments Through Distributed Ledger Technology Integration
iCapital Platforms
Access Alts on Marketplace
Custom Platform Solution
Access SI & Annuities
Solutions
Investment Reporting
Document Center
Architect
DLT
Data and Reporting Services
Alternative Data Management
Consolidated Reporting
Custom Platform Solution
iCapital Insight
Identity Solutions
Learn
Investment Research
Education
Practice Management
Podcasts
Alternatives Decoded
Invest
Private Markets
Hedge Funds
Defined Outcome Solutions
Structured Investments
Separately Managed Accounts
m+ funds
Annuities
iDirect
Research & Due Diligence
Model Portfolios
Retirement Solutions
Company
About iCapital
Who We Serve
Asset Managers
Families and Family Offices
Institutional Investors
Wealth Managers
Integration Partners
Global
News
Events
Ambassadors
Client Spotlights
Careers
Contact Us
