LOS ANGELES & NEW YORK — Signature Estate & Investment Advisors (SEIA) has partnered with iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, to digitize SEIA’s alternative investment offerings to enhance accessibility and efficiency.
SEIA will leverage iCapital’s industry-leading technology solutions to offer advisors and their high-net-worth clients a comprehensive menu of investment choices that includes private equity, private credit, hedge funds, and structured investments. The customized digital platform also includes on-demand alternative investment education coursework, asset allocation analytics, and portfolio construction tools to support advisors in their efforts to optimize client portfolios.
“We’re excited to pioneer the integration of technology and wealth management,” said Brian D. Holmes, President and CEO of SEIA. “Our partnership with iCapital elevates our service offering and will offer our advisors and their clients a seamless, efficient way to access and manage their portfolios.”
“We are happy that iCapital’s technology solution is in a position to help SEIA achieve its goal of providing the firm’s advisors and their clients with access to institutional quality alternative investments,” said Lawrence Calcano, Chairman and CEO of iCapital. “As wealth managers and advisors increasingly recommend alternative strategies to individual investors, platforms with a comprehensive product offering are an important resource.”
Signature Estate & Investment Advisors, LLC® (SEIA) is a registered investment advisory firm and wealth management platform. SEIA offers investment management and financial planning services tailored to meet the unique needs of affluent investors and corporations. The firm’s mission is to provide clients with a partnership that complements and exceeds their long-term goals and objectives. SEIA services over $16.9 billion in assets under management as of March 31, 2023.
Founded in 2013, iCapital is the leading global fintech company powering the world’s alternative investment marketplace. iCapital has transformed how the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions; education tools and resources; and robust diligence, compliance, and portfolio analytics capabilities. iCapital’s solutions enable organizations to streamline and scale their operational infrastructure for alternative investments and to provide access to direct investments and feeder funds at lower minimums through simplified digital workflows.
iCapital-managed platforms offer wealth advisors and their high-net-worth clients access to an extensive menu of private investments, including equity, credit, real estate, infrastructure, hedge funds, structured investments, annuities, and risk-managed solutions. iCapital has been recognized on the Forbes Fintech 50 list each year from 2018 to 2023, the Forbes America’s Best Startup Employers in 2021, 2022, and 2023, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020, 2021, and 2022.
As of May 31, 2023, iCapital services more than $159 billion in global client assets, of which nearly $29 billion are from international investors (non-U.S. domestic) across more than 1,288 funds. Employing more than 1,090 people globally, iCapital is headquartered in New York City and has offices worldwide, including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.
For more information, visit https://icapital.com | Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc
1. iCapital, Inc., and its affiliates (together, “iCapital”).
The material herein has been provided to you for informational purposes only by iCapital, Inc. (“iCapital”). This material is the property of iCapital and may not be shared without the written permission of iCapital. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital.
This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security offered by iCapital. You should consult your personal accounting, tax, and legal advisors to understand the implications of any investment specific to your personal financial situation. This material does not intend to address the financial objectives, situation, or specific needs of any individual investor. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors.
The information contained herein is an opinion only, as of the date indicated, and should not be relied upon as the only important information available. Any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets is not necessarily indicative of the future or likely performance. The information contained herein is subject to change, incomplete, and may include information and/or data obtained from third party sources that iCapital believes, but does not guarantee, to be accurate. iCapital considers this third-party data reliable, but does not represent that it is accurate, complete and/or up to date, and it should not be relied on as such. iCapital makes no representation as to the accuracy or completeness of this material and accepts no liability for losses arising from the use of the material presented. No representation or warranty is made by iCapital as to the reasonableness or completeness of such forward looking statements or to any other financial information contained herein.
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Alternative investment products and services may be offered through iCapital Securities, LLC. Structured investment products and services may be offered through Axio Financial LLC and/or SIMON Markets LLC. iCapital Securities LLC, Axio Financial LLC, and SIMON Markets LLC are each a registered broker/dealer, member FINRA and SIPC, and an affiliate of Institutional Capital Network, Inc. (“iCapital”). Alaia Capital LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”), acts as a portfolio consultant to m+ funds and is an affiliate of iCapital. Outcome Driven Strategies, LLC, and Cornerstone Advisory, each an investment adviser registered with the SEC, provide investment advisory services for the structured investment separately managed accounts described herein. Outcome Driven Strategies, LLC is jointly owned by Axio Advisors LLC and Cornerstone Advisory (not affiliated with iCapital).
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