iCapital® and Ares Wealth Management Solutions Expand Partnership
Press Releases

iCapital® and Ares Wealth Management Solutions Expand Partnership

Provides financial advisors broader access to Ares’ alternative investment solutions via multiple distribution channels
September 6, 2022
iCapital® to Acquire US Alternative Investments Feeder Fund Platform from UBS
Press Releases

iCapital® to Acquire US Alternative Investments Feeder Fund Platform from UBS

UBS outsources feeder fund management to iCapital, supporting advisors’ focus on client outcomes
August 23, 2022
iCapital® Completes Acquisition of SIMON Markets
Press Releases

iCapital® Completes Acquisition of SIMON Markets

Marks a major milestone in the creation of the most comprehensive alternative investment marketplace for advisors by adding access to structured investments, annuities, and risk-managed solutions
August 2, 2022
iCapital® Announces Strategic Investment from Bank of America
Press Releases

iCapital® Announces Strategic Investment from Bank of America

Investment builds upon partnership supporting Merrill and Private Bank advisors

Strengthens iCapital’s position as the industry-wide solution of choice for banks and wealth managers
June 23, 2022
iCapital® Named by Forbes as a Top Fintech Firm for Fifth Consecutive Year
Press Releases

iCapital® Named by Forbes as a Top Fintech Firm for Fifth Consecutive Year

2022 Forbes Fintech 50 list honors companies that are reinventing finance through technology
June 15, 2022
iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions
Press Releases

iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

Combination creates a comprehensive global advisor marketplace for alternatives access, education, and servicing
May 25, 2022
iCapital® Secures Three Patents for Innovations in Alternative Investing Technology
Press Releases

iCapital® Secures Three Patents for Innovations in Alternative Investing Technology

New proprietary platform capabilities enhance data security for all players in iCapital-managed asset and wealth management ecosystems
May 18, 2022
Stellus Capital Management, LLC Announces Strategic Partnership with iCapital
Media

Stellus Capital Management, LLC Announces Strategic Partnership with iCapital

Custom Technology Agreement Expands Wealth Managers’ Access to Private Credit Strategies
April 13, 2022
iCapital® and Golub Capital Partner to Expand Access to Private Credit Strategies for Wealth Managers
Press Releases

iCapital® and Golub Capital Partner to Expand Access to Private Credit Strategies for Wealth Managers

iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives expertise
March 28, 2022