iCapital® Names New Marketing Leadership to Drive Global Growth
Magdalena Pandiloska as Chief Marketing Officer and Christine Dusek as Head of Global Communications
January 30, 2024

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research.
January 17, 2024

iCapital® partners with IQ-EQ to establish French-domiciled funds to increase investor access to global alternative investment opportunities
iCapital and IQ-EQ’s local partnership and global reach will enable the structuring and management of French domestic vehicles for French resident investors accessible via wealth managers and banks including through French unit-linked life insurance policies
December 14, 2023

iCapital® Named Solutions Provider of the Year for Fourth Consecutive Term in 2023 MMI/Barron’s Industry Awards
iCapital is recognized for innovation in the wealth management industry.
November 17, 2023

NewEdge Wealth Adds iCapital® to its Alternative Investment Platform to Help Manage and Scale Private Equity and Hedge Fund Investments
iCapital’s innovative technology provides NewEdge Wealth with operational infrastructure to efficiently scale access to alternative investments
October 23, 2023

Netwealth and iCapital® Announce Strategic Partnership to Provide Australian Financial Advisers with Access to Global Private Market Opportunities
iCapital and Netwealth bring a diversified menu of private markets and hedge funds from iCapital’s platform to financial advice firms and their “wholesale clients”* in Australia
October 18, 2023

iCapital® and Wellington Management Forge Global Partnership to Enhance Access to Institutional-Quality Alternative Investments
New collaboration expands Wellington’s offering to Wealth Managers globally
October 4, 2023

Eurazeo and iCapital® Announce Global Partnership to Widen Access to Eurazeo’s Private Markets Opportunities for Wealth Managers and Their Clients
Eurazeo will leverage iCapital’s cutting-edge technology and iCapital Marketplace to distribute Eurazeo’s suite of alternative offerings to Wealth Managers globally
September 21, 2023

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments.
July 26, 2023

iCapital® Expands Global Reach with iCapital Marketplace, Connecting Wealth Managers to the World’s Largest Selection of Alternative Investment Opportunities
iCapital Marketplace offers enhanced distribution for asset managers with access, diligence, and analytics capabilities for wealth managers, advisors, and their clients – all in one place
June 14, 2023

iCapital® Launches iCapital Marketplace to Connect Wealth Managers to World’s Largest Selection of Alternative Investment Opportunities
iCapital Marketplace offers enhanced distribution for asset managers with access, diligence, and analytics capabilities for wealth managers, advisors, and their clients – all in one place
June 14, 2023

iCapital® Named by Forbes as a Top Fintech Firm for Sixth Consecutive Year
2023 Forbes Fintech 50 list recognizes today’s most innovative private fintech companies
June 6, 2023