NEW YORK, NY — iCapital1, the global fintech company shaping the future of investing, today released findings from its second annual Global Advisor Survey, which found that advisor demand for alternative investments2 continues to strengthen as wealth management firms focus on the tools, processes, and infrastructure needed to support broader adoption.
The survey found that 89% of advisors plan to maintain or increase allocations to alternatives over the next 12 months, while 39% expect to increase allocations, up from 14% in 2025. Additionally, 84% of advisors report client interest has maintained or increased over the past two years. These findings suggest alternatives continue to gain traction across wealth management despite a more cautious economic outlook.
As alternatives become a larger part of client portfolios, advisor priorities are evolving. While access and education remain important, firms are increasingly focused on portfolio construction, risk assessment, reporting, compliance, and operational efficiency. The research points to growing demand for solutions that help advisors incorporate alternatives across a broader range of clients and portfolios.
“Demand for alternative investments continues to grow, but advisor needs are evolving,” said Gary Gallagher, President of iCapital. “As alternatives become more integrated into client portfolios, advisors are increasingly looking for the tools, insights, and support needed to evaluate, implement, and manage these investments effectively. Our 2026 Global Advisor Survey findings suggest the conversation is shifting beyond access and education toward portfolio construction, risk assessment, reporting, and the capabilities needed to deliver alternatives across a broader range of clients.”
Download the Report: The full report, The Next Phase of Alternatives Growth, is available here.
Survey Methodology
The 2026 iCapital Global Advisor Survey was conducted during the first half of 2026 by an independent third-party research firm. The survey included 870 financial professionals across 15 countries spanning the United States, Europe, the Middle East, and Asia-Pacific, representing private wealth firms, national and regional broker-dealers, independent broker-dealers, and RIAs actively engaged in alternative investing. Regional reports will be released separately over the coming months.
About iCapital
iCapital is a global leader, shaping the future of global investing for financial advisors, wealth managers, asset managers, insurance carriers, and other industry participants. iCapital offers a diverse and complete range of non-traditional investment products on iCapital Marketplace, Enterprise Solutions, and both Technology and Data Services, designed to help drive better outcomes3 for all participants in the ecosystem.
With strategic investment from leading alternative asset managers, wealth managers, and service providers globally, iCapital provides broad access, data connectivity, education, and research programs to advisors and their clients. Leveraging AI and machine learning for digital identity (KYC/AML), iCapital supports compliant and secure investment lifecycle processes.
iCapital’s end-to-end platform manages the lifecycle of non-traditional investment products, making it easier to learn about, buy, manage, and integrate alternative assets, structured investments, and annuities and insurance products into portfolios, driving growth, scale, and efficiency. Our solution(s) can be customized and offers specific modules as needed.
iCapital has nearly $1.2 trillion4 of assets serviced globally on its platform, including $327 billion in alternative platform assets, $311 billion in structured investments and annuities & insurance outstanding, and $563 billion in client assets reported on, and serves nearly 3,900 wealth management firms and 144,000 active financial professionals.
Headquartered in New York and Greenwich, CT, iCapital operates globally with 18 offices across North America, Europe, the Middle East, and Asia-Pacific, including Stamford, CT; Princeton, NJ; Salt Lake City, UT; Boca Raton, FL; Miami; Toronto; Zurich; London; Edinburgh; Abu Dhabi; Hong Kong; Singapore; Tokyo; Sydney; Jaipur; and an industry-leading R&D center in Lisbon. iCapital is recognized for its innovation and leadership, with accolades from Euromoney (World’s Best Technology Provider for Wealth Management), CNBC (World’s Top Fintech Companies), and Forbes Fintech 50.
For more information, visit https://icapital.com | X (Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc
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1. iCapital, Inc., together with its affiliates, "iCapital".
2. For purposes of this survey, "alternative investments" includes hedge funds, private credit, private equity, real estate, venture capital, and other real assets.
3. iCapital delivers better outcomes by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.
4. As of March 31, 2026.
IMPORTANT INFORMATION: This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, “iCapital”). This material is the property of iCapital. This is not intended as and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Securities products and services are offered through iCapital Markets LLC, a registered broker/dealer, FINRA and SIPC. Financial products made available by iCapital Markets LLC may be complex and/or speculative and are not suitable for all investors. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.
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