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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

iCapital® Hires Vanda de Jesus as Country Head of Portugal

iCapital further strengthens its technology and operational hub to accelerate global expansion
September 23, 2022

iCapital® and Tikehau Capital Announce Partnership to Broaden Wealth Managers’ Access to Private Markets across EMEA

Meets growing high-net-worth demand for alternative investments
September 15, 2022

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

UBS outsources feeder fund management to iCapital, supporting advisors’ focus on client outcomes
August 23, 2022

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

Morgan Stanley Investment Management and iCapital® expand partnership to provide Wealth Managers globally with access to Private Markets Funds

July 18, 2022

AXA IM Alts Partners with iCapital® as it Pursues Strategic Growth of Private Wealth Offering

AXA IM Alts’ Global Health Private Equity strategy to be the first SFDR Article 9 fund on iCapital’s platform. This partnership will expand to include real estate, infrastructure, and private debt strategies
July 12, 2022

iCapital® and Mediobanca Private Banking Partner join forces to facilitate private markets access for High Net Worth Individuals

Mediobanca Private Banking clients will have access to a full range of private markets investment opportunities powered by iCapital’s technology and solutions
July 11, 2022

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

2022 Forbes Fintech 50 list honors companies that are reinventing finance through technology
June 15, 2022

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iCapital Platforms

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

Solutions

  • Investment Reporting
  • Document Center
  • Architect
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  • Data and Reporting Services
  • Custom Platform Solution
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  • Research & Due Diligence
  • Model Portfolios

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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