iCapital
The Institutional Standard for Alternative Investing.
Overview
iCapital is a fintech platform that aims to democratize alternative investments. It provides a technology-driven solution that connects wealth advisors and their high-net-worth clients with a broad range of alternative investment opportunities, including private equity, private credit, hedge funds, and real estate. The platform streamlines the entire investment process, from education and due diligence to subscription, administration, and reporting, making it easier for advisors to incorporate alternatives into client portfolios.
✨ Key Features
- Curated Menu of Alternative Investment Funds
- Due Diligence & Research Tools
- Digital Subscription & Onboarding
- Fund Administration & Operations
- Consolidated Reporting
- Educational Resources for Advisors
🎯 Key Differentiators
- Scale and market leadership position
- Strong relationships with top-tier asset managers
- Comprehensive, end-to-end technology platform covering the full lifecycle
Unique Value: iCapital provides the essential technology and infrastructure that connects the alternative investment ecosystem, making it simple and efficient for wealth advisors to bring the power of alternatives to their clients.
🎯 Use Cases (4)
✅ Best For
- Enabling an RIA to invest a client's capital into a top-tier private equity fund with a lower investment minimum than going direct.
- Automating the subscription document process for hundreds of clients investing in a new fund.
- Providing consolidated reporting for all of a client's alternative investments sourced through the iCapital platform.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Direct institutional investors (e.g., pension funds) who invest directly in funds
- General Partners looking for internal operational software (CRM, accounting)
- Retail investors who are not accredited
🏆 Alternatives
Compared to the traditional, paper-based process of investing in alternatives, iCapital offers a fully digital and streamlined experience. Versus other platforms, iCapital has greater scale, a broader menu of funds from leading managers, and deeper integrations across the wealth management industry.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All plans tier)
🔒 Compliance & Security
💰 Pricing
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