iCapital
Technology platform for advisors to research, buy and administer alternative investments.
icapital.comiCapital offers advisors access to private markets, hedge funds, structured investments, annuities and model portfolios, with tools for education, portfolio construction, transaction processing and reporting. Its site says DTCC has made a strategic investment.
Press reports say it was founded in 2013 in New York and reached a valuation of about $7.5 billion in a 2025 raise.
What it does
- Private markets access
- Structured investments
- Portfolio construction tools
- Transaction processing
- Investor reporting
Named by others in this directory
Coverage
- Small RIAs get a $4,800 Claude offer from Schwab, but the seat minimum remains
Financial ADVSR, Oct 29
- Claude for Financial Advisors comes with a 20-seat Enterprise floor
Financial ADVSR, Oct 22
Others in Alternatives platforms
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- CAISPlatform for advisors to access alternative investments and structured notes.
- GLASfundsAlternatives access and operations platform for financial advisors.
- Opto InvestmentsPlatform for wealth managers to build and run private markets programs.
- Canoe IntelligenceSoftware that extracts and structures data from private-fund documents.