Tagged: icapital

August 4, 2023 @ 5:01 am By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool that empowers financial advisors “to build robust, personalized client portfolios incorporating alternatives and structured investments.” Advisors can use Architect – which “combines… Read More

June 19, 2023 @ 9:11 am By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced the launch of iCapital Marketplace, the platform connecting wealth managers and advisors “with alternative investment opportunities offered by the world’s leading investment providers and asset managers.” Powered by its… Read More

April 25, 2023 @ 8:22 pm By Omar Faridi  |  

Bolton Global Capital, an independent wealth management firm, and iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced a partnership “to provide Bolton’s extensive network of financial advisors with a range of private market offerings and resources.” Bolton… Read More

April 18, 2023 @ 10:21 am By JD Alois  |  

CrowdStreet Advisors has announced the launch of CrowdStreet REIT I  (or C-REIT) with iCapital. This represents an expansion of access for the fund, which has been available on CrowdStreet and now may be accessed via iCapital channels. CrowdStreet Advisors is a wholly-owned subsidiary of CrowdStreet and… Read More

April 15, 2023 @ 2:46 pm By Omar Faridi  |  

iCapital, a global fintech platform driving access to alternative investment products in the wealth management industry, announced a collaboration with HSBC Asset Management (HSBC AM) “to widen access to its climate technology venture capital strategy (climate tech VC) for wholesale clients.” Using its technology, iCapital… Read More

January 12, 2023 @ 10:51 am By JD Alois  |  

iCapital has announced that it will hire 100 employees for the company’s offices in New York, Greenwich, and Lisbon. Capital touted that it is bucking the layoff trend. Capital said the increasing number of employees is due to growing demand from high-net-worth investors seeking alternative… Read More

January 11, 2023 @ 3:44 pm By Omar Faridi  |  

iCapital, 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.” Ms. Bundy Scanlan “brings a wealth of experience from her 30-year career in… Read More

November 14, 2022 @ 8:10 am By Omar Faridi  |  

iCapital, the fintech platform driving access to alternative investments for the wealth management industry, announced the recent expansion and official opening of its new Lisbon office “as the company’s global hub for technology development and operations.” In the past 24 months, iCapital increased its global… Read More

August 24, 2022 @ 11:20 am By Omar Faridi  |  

iCapital, which claims to be the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and UBS (NYSE: UBS) announced they “entered into a definitive agreement whereby iCapital will acquire UBS Fund Advisor LLC, UBS’s legacy… Read More

June 26, 2022 @ 8:08 pm By Omar Faridi  |  

iCapital, the global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that Bank of America (NYSE: BAC) has made a strategic investment in the company, “deepening a partnership that began in 2018.” iCapital will use the… Read More

June 23, 2022 @ 8:55 pm By Omar Faridi  |  

iCapital, the Fintech platform driving access and efficiency in alternative investing for the asset and wealth management sectors, and SIMON Markets, the Fintech company offering a digital platform designed to help financial advisors understand and manage structured investments, annuities, and other risk-managed products, have announced… Read More

February 22, 2022 @ 9:52 pm By JD Alois  |  

iCapital has announced a consortium of financial services firms to pursue distributed ledger technology, or blockchain, for the “next generation” for alternative investment ecosystem. The names of the consortium include: Apollo, BlackRock, Blackstone, BNY Mellon, Carlyle, KKR, Morgan Stanley, State Street, UBS, and WestCap, Capital states that these firms will partner with iCapital to make… Read More

December 9, 2020 @ 10:57 pm By Omar Faridi  |  

Fintech firm iCapital is currently working on its global expansion plans. Lawrence Calcano, CEO at iCapital, recently talked about the company’s growth plans, the markets they plan to enter, and how newly hired workers and office locations are part of the firm’s long-term business strategy…. Read More

November 20, 2019 @ 10:32 am By JD Alois  |  

iCapital Network, a Fintech platform connecting investors to alternative assets, has signed a partnership with PIMCO to connect high net worth individuals (HNW) to non-traditional investments. PIMCO is enormous, one of the world’s largest investment managers with well over $1 trillion in assets under management…. Read More

November 1, 2019 @ 3:09 pm By JD Alois  |  

Schwab (NASDAQ:SCHW), via a new service called Schwab Alternative Investment Marketplace, is pushing forward into the realm of digital offerings of alternative securities like private equity offerings. The marketplace will provide easy access to “alts” for registered investment advisors. Schwab has inked a partnership with… Read More

August 12, 2018 @ 2:25 pm By JD Alois  |  

  Enecuum, a blockchain platform with a capability of mobile mining, and iCapital based in Israel, have established a long term cooperation agreement, according to the firms. Hong Kong based Enecuum explains on their site: “Every smartphone on the network will participate in the publication… Read More

July 20, 2018 @ 7:26 am By Tom Fortin  |  

When people hear I moved from BlackRock to Fintech iCapital Network, I see a fair number of raised eyebrows. On one hand, you have BlackRock, an established asset-management behemoth. On the other, there’s iCapital, a small, young Fintech company – so the transition seems curious… Read More

July 14, 2017 @ 8:12 am By Erin Hobey  |  

UBS Financial Services has invested in NY-based fintech platform iCapital Network, a platform which offers alternative investments for high-net-worth individuals and their financial advisers. UBS will also integrate iCapital’s technology into its private fund operations aiming to streamline its alternative investment proposition, according to news sources. “We… Read More