375
Total Subscriptions
Volume ITD1
Volume ITD1
2500
Wealth
Management Firms
Management Firms
104
Global
Advisors
Advisors
Portion in the U.S. Independent Wealth Channel2
161
Alternative Investment and Structured Investment Subscription Activity ITD
2300
Independent Wealth Advisory firms that Transacted with iCapital ITD
63
Active
Financial
Professionals
Financial
Professionals
as of 07/31/2024
Your Brand, Your Platform
Powered by Our Technology
Configure Your Platform to Reflect Your Brand Identity
Build the features, functionality, and user experience of the platform with customizable colors, workflows, and URLs that align with your brand.
Build a Tailored
Investment Offering
Create a custom menu that fits your firm’s needs, combining funds sourced by your team, bespoke funds, direct investments, and iCapital-sponsored strategies—all unified on one adaptable platform.
Portfolio Construction
and Analytics
Equip advisors to easily explore new asset allocations, simulate portfolio growth with alternatives and structured investments, and leverage analytics to help deliver the best client outcomes.
Optimize Every Stage of the Investment Lifecycle
Leverage a fully digital platform that allows you to streamline workflows, improve productivity, and easily scale processes as your business grows.
Simplify Advisor
and Client Reporting
Seamlessly integrate into downstream reporting systems, allowing for simplified decision-making for advisors and transparency for clients.
Enhance Supervisory
Oversight
Manage your investment offerings with full visibility into approved products, an integrated learning management system, and insight into all firmwide investment activity.
Build a Platform that Fully Integrates with Your Firm’s Technology Stack
Create a platform that blends seamlessly with your existing workflows and tools. Customize investment offerings, streamline client onboarding, and assess suitability across portfolios. Equip your advisors with advanced analytics and educational resources to enhance client outcomes.
For illustrative purposes only.
Hear What Our Clients Are Saying3
Technology is the lifeblood of a successful practice
iCapital has been exceptional in who you have brought into the fold for us to present into client portfolios but now as an entrepreneur in the independent world with a rapidly growing platform, the technology is absolutely vital to what we’re doing; to avoid mistakes, properly report, have due diligence inherent to it, the interface with clients, the interface with financial advisors, technology’s very much that lifeblood.
CEO
Total AUM4: $16B
Hear What Our Clients Are Saying3
Offer a full spectrum of alternative income-based strategies
[Because of] the pandemic and subsequent rate hike, a lot of our traditional fixed income portfolios wouldn’t perform.”… “[The] income focused portfolios [from iCapital] we offer help us attract and retain clients so we have a more flexible philosophy in terms of how we design a portfolio compared [to other] mutual managers, because we have a full spectrum of alternative investments we offered our clients.
Founder, Annova Advisors
Hear What Our Clients Are Saying3
A structured note partner
I’ve been working with iCapital for the past 10 years. I helped establish the structured note program at my firm and they’ve been a close partner from the beginning. iCapital helps us increase our cash flow for clients. We use the iCapital platform to help bring in assets as well as manage [the] back end.
Senior Fixed Income Trader, SEIA
Total AUM4: $22B
Related Posts
What RIAs can learn from the institutional experience The wrong asset allocation calls can be costly, and ignoring certain asset classes, such as private equity, private credit, and real estate,…
Equity-bond correlations rising Increasing geopolitical tension and inflation have pushed the correlation between equities and bonds close to an all-time high. Correlations between stocks and bonds edged into positive territory…
Contact Us
Speak with our Independent Wealth Enterprise Team about using iCapital’s award winning5 platform to help grow your business.
Submit an inquiry form
and an iCapital representative will contact you.
1. Represents inception to date (2013 through July 2024) client subscription volumes across alternatives, structured investments, and annuities.
2. Represents inception to date (2013 through July 2024) client subscription volumes for the “Independent Wealth Channel” across alternatives and structured investments. “Independent Wealth Channel” includes Independent U.S. Wealth Management, which is defined as Independent Investment Advisers and Independent Broker Dealers in the U.S. and excludes International Firms, Private Banks, and Wirehouses.
3. Testimonial may not be representative of the experience of other customers. Testimonial is not a guarantee of future performance or success.
4. Testimonial AUM numbers as of 07/31/24.
5. View detailed description of the awards and selection criteria here.
iCapital and its affiliates provide various services through a number of affiliated entities – please refer to Certain iCapital Entities for a full list of entities. iCapital entities are collectively referred to as “iCapital”, and they all are affiliated with iCapital, Inc. and Institutional Capital Network, Inc. Among these affiliates, iCapital Markets LLC (“iCapital Markets”), an SEC-registered broker-dealer, member FINRA and SIPC, offers securities products and services. The registrations and memberships listed in Certain iCapital Entities in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services provided by iCapital. Additional information is available upon request.
This website is for informational purposes only. This website is the property of iCapital and may not be shared, reproduced in any form, or referred to in any other publication, without express written permission of iCapital.
This website and any information included on it are not intended, 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. Financial products, including investment funds and structured investments, are complex and may be speculative and are not suitable for all investors. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation. This website and the information contained on it is not intended to, and does not, address the financial objectives, situation or specific needs of any specific investor.
iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc.
