On March 12, 2025, the U.S. Securities and Exchange Commission (SEC) issued a no-action letter to Latham & Watkins LLP, providing interpretive guidance on verifying accredited investor status under Rule…
Asset Managers, Wealth Managers, Institutional Investors, and Family Offices
Navigate the complexities of investment management. Providing a comprehensive suite of services and technology platforms to help empower you so you can better serve your clients.
Tailored Solutions for Diverse Needs
We offer innovative solutions that streamline processes, enhance transparency, and provide access to a broad range of investment opportunities. Our goal is to support you in making informed decisions, optimizing your operations, and achieving your financial objectives with confidence. Whether you are managing high-net-worth fundraising, accessing private markets, fulfilling fiduciary duties, or preserving family wealth, our technology and services are designed to meet your specific needs.
Who We Serve
Asset Managers
We offer an all-digital operating system to help asset managers reach more investors and streamline fund delivery and management. Our platform enables scalability, reduces barriers to subscription, enhances advisor engagement, and simplifies post-investment tasks.
Wealth Managers
Our end-to-end operating system provides wealth managers, including Registered Investments Advisors (RIAs), Broker Dealers, Banks, and Wirehouses, with easy access to private markets, enhanced portfolio analysis and construction capabilities, streamlined workflows, and comprehensive advisor education. We deliver efficiency, transparency, and dedicated support through a single, integrated system. For client investments held both on and off the iCapital platform, we offer advanced technology-enabled data management and reporting solutions, regardless of asset class or where they are held.
Institutional Investors
We empower institutional investors, including OCIOs, endowments, foundations, pensions, and sovereign wealth funds, with comprehensive resources, technology, and support. Our solutions provide real-time access to investment opportunities, operational support, and consolidated reporting across all mandates that provide data-driven insights to help them fulfill their fiduciary duties with confidence.
Families & Family Offices
We offer specialized wealth management solutions designed for family offices. Our services support the creation, preservation, and expansion of generational wealth through access to a broad range of investment opportunities, aggregated total wealth reporting, and modern, tech-forward resources and support.
To Learn More About How We Can Help
Featured Articles
Beyond 60/40 Video: Episode 36
Commercial Real Estate, Real Estate Debt, and Model Portfolios
Beyond 60/40 Video: Episode 36 On the latest Beyond 60/40, Anastasia Amoroso, iCapital Chief Investment Strategist, dives deep into the evolving commercial real estate market, discussing its turnaround and value-add…
Beyond 60/40
MARCH 2025
WELCOME TO OUR MONTHLY NEWSLETTER. 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 The source for navigating the world of alternative investments Opportunities Within the Commercial Real Estate Cycle Real estate is starting to show positive returns,…
IMPORTANT INFORMATION
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.
