Tagged: icapital

March 27, 2025 @ 2:34 pm By Omar Faridi  |  

BlackRock (NYSE: BLK) has gone live with a “customizable” public-private model portfolio within a Unified Managed Account (UMA). The models are powered by GeoWealth’s UMA technology and supported by iCapital’s underlying technology capabilities.” The launch marks the “first” time a customizable model portfolio that includes… Read More

March 7, 2025 @ 4:16 am By Omar Faridi  |  

iCapital, the fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries, has entered into a partnership with Aviva Investors, the global asset management business, to broaden access to Aviva Investors’ climate transition strategy “focused on investments in private markets.”… Read More

February 6, 2025 @ 6:02 pm By Omar Faridi  |  

iCapital, the global fintech platform driving the alternative investment marketplace for the wealth and asset management industries, announced a series of enhancements to its portfolio construction tool, iCapital Architect. The toolkit arms financial advisors with education and analytics and also provides the iCapital Architect technology… Read More

December 18, 2024 @ 12:16 pm By Omar Faridi  |  

JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX) with appr. $6.6 billion in portfolio equity and debt investments, announced a partnership with iCapital, the fintech platform enabling the alternative investment marketplace for the wealth and asset management sectors. The partnership results… Read More

November 21, 2024 @ 9:58 pm By Omar Faridi  |  

iCapital, a Fintech platform driving the alternative investment marketplace for the wealth and asset management industries, announced the launch of a iCapital Growth Model Portfolio, which enables advisors to integrate exposure to private equity investments with public market investments. The Growth Model complements the firm’s… Read More

October 30, 2024 @ 10:20 pm By Omar Faridi  |  

iCapital, the platform driving the alternative investment marketplace for the wealth and asset management industries, in collaboration with GeoWealth and BlackRock (NYSE: BLK), announced its tech is powering a platform experience for registered investment advisors (RIAs), which enables firms using GeoWealth to include private assets… Read More

October 30, 2024 @ 8:49 am By JD Alois  |  

 iCapital has acquired AltExchange, according to a company statement. Terms of the acquisition were not disclosed. AltExchange was created to cater to the private securities market as the sector boomed post 2008. AltExchange caters to wealth managers, family offices etc., aiming to provide a robust… Read More

October 12, 2024 @ 6:12 pm By Omar Faridi  |  

iCapital, the fintech platform driving the alternative investment marketplace for the wealth management industry, announced the launch of iCapital’s Multi-Investment Workflow tool. Available to wealth managers on iCapital Marketplace, this tool reportedly streamlines the investing experience by allowing financial advisors to process “multiple alternative investments”… Read More

October 8, 2024 @ 8:16 am By Omar Faridi  |  

iCapital, the fintech platform driving the alternative investment marketplace for the wealth management industry, announces that it has surpassed $200 billion in global platform assets. Increased demand for private market funds has led to this milestone and boosted the growth of client assets on iCapital’s… Read More

October 4, 2024 @ 1:42 pm By Omar Faridi  |  

iCapital, the platform driving access to alternative investments, and Bridge Investment Group (NYSE: BRDG), an alternative asset manager, announced the enhancement of Bridge’s Investor Portal, which is reportedly being powered by iCapital, and enables investors to access performance reporting for all products. The Investor Portal… Read More

September 20, 2024 @ 9:24 am By Omar Faridi  |  

iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, will provide its technology to HSBC Global Private Banking. The solution will be fully integrated into HSBC’s platform “to digitalize the private market investment experience for its relationship managers,… Read More

September 13, 2024 @ 11:21 am By Omar Faridi  |  

Advisors Asset Management (AAM), an investment solutions provider, and iCapital, the global fintech platform for alternative investments says the Avenue Sports Opportunities Fund, managed by Avenue Capital Group, is available on iCapital Marketplace. The Avenue Sports Fund seeks to “produce attractive, risk-adjusted returns by providing… Read More

July 27, 2024 @ 8:42 am By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry,  announced a strategic relationship with Ashton Thomas Private Wealth, part of Arax Investment Partners, to provide financial advisors and their high-net-worth clients with streamlined data management and simplified access to… Read More

June 9, 2024 @ 1:00 pm By Omar Faridi  |  

iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced that iCapital Network Canada Ltd., a Canadian investment fund manager and affiliate of iCapital group has been appointed Investment Fund Manager in Canada for Prime Quadrant Alternative Investment… Read More

June 4, 2024 @ 4:00 pm By Omar Faridi  |  

Pantheon, a specialist global private markets investor, and iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, have announced a partnership “to distribute Pantheon open-ended products in the wealth management channel.” With a track record for innovation and… Read More

May 24, 2024 @ 3:32 pm By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, 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… Read More

May 7, 2024 @ 2:43 pm By Omar Faridi  |  

iCapital, a global Fintech platform aiming to fuel the alternative investment marketplace for the wealth management industry, has announced 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… Read More

May 2, 2024 @ 7:48 pm By Omar Faridi  |  

iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced the launch of a unique multi-strategy private market offering with Resona Bank, a commercial bank in Japan that provides a wide range of services including trust business. The… Read More

April 28, 2024 @ 1:37 pm By Omar Faridi  |  

Schroders Capital, a global private markets manager, and iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announce a strategic partnership that enables Schroders Capital to broaden access to wealth managers for its semi-liquid global private equity strategy…. Read More

April 18, 2024 @ 11:30 pm By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced the launch of iCapital Marketplace, a one-stop-shop connecting wealth managers and advisors “with a broad menu of alternative investment opportunities across private equity, private debt, infrastructure, real assets and… Read More