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  • iCapital Platforms
    • iCapital PlatformsLearn, invest and manage alternative investments, structured notes and annuities with ease.
    • –
      • Access Alts on MarketplaceThe flagship iCapital platform connecting wealth managers and asset managers.
      • Access SI & AnnuitiesA dedicated platform to access education and investment opportunities.
    • –
      • Custom Platform SolutionWhite label solution to meet specific needs and objectives.
      • iCapital Market Pulse: January Macro Playbook: Setting Up The PauseiCapital Market Pulse: January Macro Playbook: Setting Up the Pause
  • Solutions
    • Technology SolutionsiCapital offers a full array of advanced solutions engineered for the complete alternative investment lifecycle.
    • –
      • Investment ReportingElevating the standard in performance reporting for alternative investments.
      • ArchitectA portfolio construction tool showing the impact of alternatives and structured investments.
      • iCapital InsightA leader in alternative investment research, education and compliance documentation.
      • Identity SolutionsThe leader in end-to-end reusable financial identity.
    • –
      • Document CenterExperience the future of document management today.
      • Custom Platform SolutionWhite label solution to meet specific needs and objectives.
      • DLTAn API-first distributed ledger technology platform.
      • Data and Reporting ServicesComprehensive asset reporting and data management services.
        • Alternative Data ManagementData processing and reporting for hard-to-track offline alternative investments.
        • Consolidated ReportingInvestment data and reporting services across all client asset classes, regardless of custody.
      • Forrester-TeaserEliminate operational friction, reduce risk, and scale your alternative investments with a smarter approach to data
  • Learn
    • LearnIndustry expert insights on strategies and events, comprehensive alternatives education and training, research, and compliance.
    • –
      • Investment ResearchA deep knowledge base of experts with wide-ranging industry commentaries.
      • Alternatives DecodedExplore private market trends and data in an interactive chartbook.
      • Practice ManagementResources and insights to help advisors grow, manage, and optimize their practices.
    • –
      • VideosWatch industry leaders as they share insights on strategies and events.
      • EducationResources to help investors, advisors, and institutions learn about alternative investments
      • ad-q1-2025-headerAlternatives Decoded – Q4 2025
        Interactive chartbook: Dive into private market data, trends, and insights.
  • Invest
    • Investment SolutionsThe iCapital operating system automates and streamlines private market investing while integrating with existing infrastructure. 
    • –
      • Private MarketsiCapital offers a curated menu of private market investment strategies to eligible investors. 
      • Hedge FundsAccess to single and multi-strategy hedge funds investing in multiple asset classes. 
      • Defined Outcome SolutionsBuild investments with pre-defined return and risk profiles across a range of objectives.
        • Structured InvestmentsCustomized profiles with diverse offerings, managed from inception to maturity.
        • Separately Managed AccountsProfessionally managed accounts offering comprehensive benefits.
        • m+ fundsDefined outcome ETFs with downside protection, enhanced upside, and daily liquidity.
    • –
      • iDirectGain exclusive access to private market investment opportunities.
      • AnnuitiesThe benefits and considerations of investing in annuities.
      • Research & Due DiligenceOpportunities supported by institutional-grade investment and operational due diligence. 
      • Model PortfoliosA modern solution, providing streamlined and user-friendly access to alternative investments.
      • Retirement Solutions
      • TL_2026-Market-Outlook_ImageiCapital 2026 Market Outlook
        Balancing divergences amid blind spots
  • Company
    • CompanyiCapital powers the world’s alternative investment marketplace as a trusted technology partner.
    • –
      • About iCapital
      • Who We Serve
        • Asset ManagersReach more investors and streamline fund delivery and management.
        • Families and Family OfficesComprehensive solutions designed to meet the needs of wealthy families.
        • Institutional InvestorsComprehensive solutions for OCIOs, endowments, foundations, pensions, and sovereign wealth.
        • Wealth ManagersTechnology-enabled solutions for private market investments.
        • Integration PartnersIntegrated platforms streamline advisor workflows and expand access to alternatives.
      • Client Spotlights
    • –
      • NewsroomRead our latest industry coverage and announcements.
      • EventsLearning, networking, and professional growth opportunities worldwide.
      • AmbassadorsAthletes excelling in their sports, inspiring and connecting with our community.
      • GlobalInternational reach, local expertise.
      • CareersJoin the iCapital Team.
      • Contact UsConnect with an expert.
      • iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts
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iCapital

Press Releases

Press Releases

iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts

Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework
April 15, 2026
AllMediaPress ReleasesAnnouncements

Euroclear and iCapital® Announce Partnership to Expand Offering in Alternative Investments

March 20, 2024

J.P. Morgan Asset Management partners with iCapital® to expand private market offerings to private wealth investors in APAC

March 4, 2024

iCapital® Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite

Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios.
February 14, 2024

Clearstream and iCapital® strengthen partnership to facilitate access to alternative investments

February 14, 2024

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

2024 Forbes Fintech 50 list recognizes today’s most innovative private fintech companies
February 13, 2024

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

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iCapital Platforms

  • Access Alts on Marketplace
  • Custom Platform Solution
  • Access SI & Annuities

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  • Investment Reporting
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  • Custom Platform Solution
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Close Menu
  • iCapital Platforms
    • iCapital PlatformsLearn, invest and manage alternative investments, structured notes and annuities with ease.
    • –
      • Access Alts on MarketplaceThe flagship iCapital platform connecting wealth managers and asset managers.
      • Access SI & AnnuitiesA dedicated platform to access education and investment opportunities.
    • –
      • Custom Platform SolutionWhite label solution to meet specific needs and objectives.
      • iCapital Market Pulse: January Macro Playbook: Setting Up The PauseiCapital Market Pulse: January Macro Playbook: Setting Up the Pause
  • Solutions
    • Technology SolutionsiCapital offers a full array of advanced solutions engineered for the complete alternative investment lifecycle.
    • –
      • Investment ReportingElevating the standard in performance reporting for alternative investments.
      • ArchitectA portfolio construction tool showing the impact of alternatives and structured investments.
      • iCapital InsightA leader in alternative investment research, education and compliance documentation.
      • Identity SolutionsThe leader in end-to-end reusable financial identity.
    • –
      • Document CenterExperience the future of document management today.
      • Custom Platform SolutionWhite label solution to meet specific needs and objectives.
      • DLTAn API-first distributed ledger technology platform.
      • Data and Reporting ServicesComprehensive asset reporting and data management services.
        • Alternative Data ManagementData processing and reporting for hard-to-track offline alternative investments.
        • Consolidated ReportingInvestment data and reporting services across all client asset classes, regardless of custody.
      • Forrester-TeaserEliminate operational friction, reduce risk, and scale your alternative investments with a smarter approach to data
  • Learn
    • LearnIndustry expert insights on strategies and events, comprehensive alternatives education and training, research, and compliance.
    • –
      • Investment ResearchA deep knowledge base of experts with wide-ranging industry commentaries.
      • Alternatives DecodedExplore private market trends and data in an interactive chartbook.
      • Practice ManagementResources and insights to help advisors grow, manage, and optimize their practices.
    • –
      • VideosWatch industry leaders as they share insights on strategies and events.
      • EducationResources to help investors, advisors, and institutions learn about alternative investments
      • ad-q1-2025-headerAlternatives Decoded – Q4 2025
        Interactive chartbook: Dive into private market data, trends, and insights.
  • Invest
    • Investment SolutionsThe iCapital operating system automates and streamlines private market investing while integrating with existing infrastructure. 
    • –
      • Private MarketsiCapital offers a curated menu of private market investment strategies to eligible investors. 
      • Hedge FundsAccess to single and multi-strategy hedge funds investing in multiple asset classes. 
      • Defined Outcome SolutionsBuild investments with pre-defined return and risk profiles across a range of objectives.
        • Structured InvestmentsCustomized profiles with diverse offerings, managed from inception to maturity.
        • Separately Managed AccountsProfessionally managed accounts offering comprehensive benefits.
        • m+ fundsDefined outcome ETFs with downside protection, enhanced upside, and daily liquidity.
    • –
      • iDirectGain exclusive access to private market investment opportunities.
      • AnnuitiesThe benefits and considerations of investing in annuities.
      • Research & Due DiligenceOpportunities supported by institutional-grade investment and operational due diligence. 
      • Model PortfoliosA modern solution, providing streamlined and user-friendly access to alternative investments.
      • Retirement Solutions
      • TL_2026-Market-Outlook_ImageiCapital 2026 Market Outlook
        Balancing divergences amid blind spots
  • Company
    • CompanyiCapital powers the world’s alternative investment marketplace as a trusted technology partner.
    • –
      • About iCapital
      • Who We Serve
        • Asset ManagersReach more investors and streamline fund delivery and management.
        • Families and Family OfficesComprehensive solutions designed to meet the needs of wealthy families.
        • Institutional InvestorsComprehensive solutions for OCIOs, endowments, foundations, pensions, and sovereign wealth.
        • Wealth ManagersTechnology-enabled solutions for private market investments.
        • Integration PartnersIntegrated platforms streamline advisor workflows and expand access to alternatives.
      • Client Spotlights
    • –
      • NewsroomRead our latest industry coverage and announcements.
      • EventsLearning, networking, and professional growth opportunities worldwide.
      • AmbassadorsAthletes excelling in their sports, inspiring and connecting with our community.
      • GlobalInternational reach, local expertise.
      • CareersJoin the iCapital Team.
      • Contact UsConnect with an expert.
      • iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts
  • 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
    • Videos
    • 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