THE EMERGENCE OF PLATFORM SOLUTIONS FOR ALTS In recent years, the emergence of platform solutions has given RIAs a new resource when it comes to managing their alts portfolios, “If…
390
Total SubscriptionsVolume ITD1
2500
Wealth
Management Firms
Management Firms
104
Global
Advisors
Advisors
Portion in the U.S. Independent Wealth Channel2
170
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 08/31/2024
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What separates iCapital from other partners?
The complexity of private markets can weigh on a range of functions within a wealth management firm, spanning Operations, Legal, Compliance, and Research and what’s become clear to us is that there are few firms that are able to deliver as iCapital can seamlessly for these various stakeholders at scale.
Robert Picard
Head of Alternative Investments
Total AUM4: $130B
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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.
Haig Ariyan
CEO
Total AUM4: $16B
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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. iCapital provided the platform we use to offer a full spectrum of alternative income based strategies allowing us to stay ahead of the game and attract new clients and retain existing clients.
Li Ma
Founder, Annova Advisors
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All your purchases in a single system
I helped establish the structured note program at my firm and iCapital has been a close partner for the past 10 years. We use the iCapital platform to help bring in and manage assets. One of the key features is that all our structured note purchases are all in a single system.
Tony Nguyen
Senior Fixed Income Trader, SEIA
Total AUM4: $22B
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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.
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