Articles from iCapital

iCapital1, the global fintech platform driving the world's alternative investment marketplace for the wealth and asset management industries, announced a series of new enhancements to its award-winning2 portfolio construction tool, iCapital Architect. The new toolkit arms financial advisors with robust education and cutting-edge analytics and also provides the iCapital Architect technology as a scalable, customizable infrastructure for alternative asset managers to reach and serve the private wealth investor audience.

iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries, and Parallel Markets, a leader in reusable financial identity, providing a scalable, end-to-end solution for investor onboarding, verification and monitoring, today announced they have entered a definitive agreement under which iCapital is expected to acquire Parallel Markets.

iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries, today announced the launch of a new iCapital Growth Model Portfolio, which enables advisors to easily integrate exposure to private equity investments with traditional public market investments. The Growth Model complements the firm’s existing suite of both iCapital-designed and customized model portfolios and provides financial advisors an additional tool to help build out allocations to alternatives while taking a holistic approach to portfolio construction.

iCapital1, the global fintech platform driving the world's alternative investment marketplace for the wealth management industry, today announced the launch of iCapital’s Multi-Investment Workflow tool. Available to more than 100,000 wealth managers on iCapital Marketplace, this innovative tool streamlines the investing experience by allowing financial advisors to process multiple alternative investments in a single, unified workflow.

iCapital1, the global fintech platform driving the world's alternative investment marketplace for the wealth management industry, announces that it has surpassed US$200 billion in global platform assets. Increased global client demand for high-quality private market funds has led to this milestone and accelerated the growth of client assets on iCapital's platform.

iCapital1, the global fintech platform driving access to alternative investments, and Bridge Investment Group (NYSEBRDG) (“Bridge”), a leading alternative asset manager with more than $48 billion in assets under management, announced today the enhancement of Bridge’s Investor Portal, powered by iCapital, which enables investors to access interactive and comprehensive performance reporting for all of their products. Now, the Investor Portal will feature a new Investment Dashboard, allowing investors to see their portfolio performance across accounts, holdings, and asset classes, as well as view key performance indicators, charts, and cash flow details.

iCapital1, the global fintech platform driving access to alternative investments for the wealth management industry, today announced a strategic relationship with Ashton Thomas Private Wealth ("Ashton Thomas"), part of Arax Investment Partners (“Arax”), to provide financial advisors and their high-net-worth clients with streamlined data management and simplified access to a diversified range of alternative and structured investment opportunities.

iCapital1, the global fintech platform driving access to alternative investments for the wealth management industry, today announced the successful launch of the first fund leveraging iCapital’s new Distributed Ledger Technology (DLT). The fund is distributed by UBS Wealth Management. This marks an important technological advancement for increasing scale and real-time connectivity across the alternative investments experience. The milestone launch delivers on iCapital’s commitment to technology that creates unmatched operational efficiency and convenience for over 100,000 U.S. financial advisors.

iCapital1, the global fintech platform driving the world's alternative investment marketplace for the wealth management industry, announces the introduction of iCapital Model Portfolios. Today, the more than 100,000 U.S. Financial Advisors who use iCapital’s platform can now access the first model portfolio, iMAP (iCapital Multi-Asset Portfolio), with additional portfolio models set to follow in the coming months. Paired with iCapital’s portfolio construction tool, Architect, advisors will be able to run an analysis to easily evaluate the impact of incorporating alternative investments alongside traditional portfolio holdings.

iCapital1, the global fintech platform driving the world's alternative investment marketplace for the wealth management industry, announced the launch of its interview series, The 19th Hole: Beyond the Green, hosted by Lawrence Calcano, Chairman and CEO. The program features today’s distinguished leaders and entrepreneurs who are transforming their industry, driving change, and making a significant impact on the world.

iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, today announced a partnership with Bain Capital Credit, L.P., a leading global credit specialist, to provide financial advisors and high-net-worth investors with access to a suite of Bain Capital Credit’s private credit strategies via iCapital’s technology platform.

iCapital1, the global fintech platform driving the world's alternative investment marketplace for the wealth management industry, and Mirador, a leading technology-enabled provider of investment data aggregation and financial reporting across both alternative and traditional investments, today announced they have entered into a definitive agreement under which iCapital will acquire Mirador. With the acquisition, iCapital will expand its data management and reporting capabilities to create an enhanced technology experience for clients in the wealth management, family office, endowment, and foundation segments.

iCapital, the global fintech platform driving the world's alternative investment marketplace for the wealth management industry, today announces its groundbreaking portfolio construction tool, Architect, is available on iCapital Marketplace. With the launch, more than 350,000 US financial advisors can access Architect – which combines a user-friendly interface with sophisticated analytics – to evaluate alternatives and structured investments alongside traditional assets and seamlessly design portfolios that align with their clients’ return objectives and risk profiles.

iCapital1, the global fintech platform driving the world's alternative investment marketplace for the wealth management industry, announces that Magdalena Pandiloska has been appointed Chief Marketing Officer and joins the firm's management committee reporting into iCapital's Chairman and Chief Executive Officer, Lawrence Calcano; while Christine Dusek assumes the position of Senior Vice President, Global Head of Communications reporting to Pandiloska.

NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra-high net worth families, family offices and institutional clients, and iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, announced a strategic partnership today that provides NewEdge Wealth financial advisors and their high-net-worth clients with access to a diversified range of alternative investing opportunities.

iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, today unveiled iCapital Architect, an innovative portfolio construction tool that empowers financial advisors to build robust, personalized client portfolios incorporating alternatives and structured investments.

iCapital1, the global fintech platform driving access to alternative investments for the wealth management industry, announced the launch of iCapital Marketplace, the groundbreaking platform connecting financial advisors with alternative investment opportunities offered by the world’s leading investment providers and asset managers.

In a move that stands out in a challenging market, iCapital1, the global fintech platform driving access to alternative investments for the wealth management industry, announced today it will expand its global development team with more than 100 new hires.

iCapital1, the global fintech platform driving access to alternative investments for the wealth management industry, announced a four-year brand ambassador partnership with 2021-2022 PGA Tour Rookie of the Year, Cameron Young, currently ranked 17th in the Official World Golf Rankings.

iCapital1, the global fintech platform driving access to alternative investments for the wealth management industry, announced the appointment of Agnes Bundy Scanlan to the company’s board of directors, effective January 1, 2023.

Unicorn Strategic Partners (UnicornSP), a leading distribution partner to asset managers, and iCapital1, the global fintech platform driving access to alternative investments for the wealth management industry, announced an exclusive partnership to distribute private market and hedge fund investments to financial advisors in Latin America and intermediaries in the US servicing non-resident LATAM clients.

Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries to provide wealth managers with access to Ardian’s private market investment strategies. Notably, iCapital products created as a result of this partnership will be available through Allfunds, one of the world’s leading B2B WealthTech platforms.

iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Ares Wealth Management Solutions (“AWMS”) announced today an expansion of their partnership to provide financial advisors and registered independent advisors with greater access to a broadened menu of alternative investment solutions and a comprehensive set of tools to support the development of client portfolios.

iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and UBS (NYSEUBS) today announced they entered into a definitive agreement whereby iCapital will acquire UBS Fund Advisor LLC, UBS’s legacy proprietary US alternative investment manager and the feeder fund platform it manages. The platform, generally referred to as “AlphaKeys Funds,” represents more than US$7 billion in client assets.

iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has completed the acquisition of SIMON Markets. The transaction meaningfully broadens iCapital’s investment menu, technical capabilities, education offerings and support services for advisors and their clients.

iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that Bank of America has made a strategic investment in the company, deepening a partnership that began in 2018. iCapital will use the investment to continue to build out the technical capabilities of its global alternative investing solution that supports more than $130 billion in platform assets.

iCapital,1 the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets,2 the award-winning3 fintech company offering a digital platform designed to help financial advisors understand and manage structured investments, annuities, and other risk-managed products, today announced they have entered into a definitive agreement under which iCapital will acquire SIMON. Joining these companies will meaningfully enhance the alternative investing experience for advisors and their clients.

iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced that it has been awarded three patents for technological advances in data security within the alternative investing process. The iCapital patents allow asset and wealth managers to generate and share investment documents containing confidential information without providing sensitive client data to third parties.

iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, has partnered with Golub Capital, a market-leading direct lender, to provide wealth managers on the iCapital platform with access to Golub Capital’s private credit strategies.

Allfunds, the leading B2B Wealthtech platform for the funds industry, and iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced that their platform to provide private market investment opportunities to the Allfunds global distributor network is now live.

iCapital,1 the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced a consortium to develop a distributed ledger-based solution for the alternative investment ecosystem. The group, led by iCapital will champion an industry-wide initiative to drive the next generation in operational efficiency, security, and convenience. The consortium, which includes leading asset managers, wealth managers, and service providers including Apollo, BlackRock, Blackstone, BNY Mellon, Carlyle, KKR, Morgan Stanley, State Street, UBS, and WestCap, will partner with iCapital to make it easier to acquire and service alternative assets.

iCapital[i], the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today a 3-year brand ambassador partnership with LPGA major tournament champion and two-time Olympian, Lexi Thompson, currently placed 12th in the Rolex World Rankings.