iCapital – a global fintech platform driving access to alternative investments for the wealth management industry – announced the launch of iCapital Marketplace, which is a groundbreaking platform connecting financial advisors with alternative investment opportunities offered by the world’s leading investment providers and asset managers. Powered through its proprietary and patented technology, iCapital Marketplace delivers an all-digital investment experience that bridges the structural divide that has historically separated asset managers, advisors, and clients from alternative investments.
iCapital Marketplace enables asset managers to offer funds to the growing global iCapital network of wealth managers and advisors on its platform, and the option to benefit from diligence services supported by iCapital. And with iCapital Marketplace, asset managers may now also choose to fundraise through iCapital Marketplace and manage distribution themselves. These funds will be supported by iCapital’s end-to-end technology platform that streamlines and automates the alternative investing process, from subscriptions and capital calls to reporting. Plus the platform also features an array of educational tools, such as market insights, webinars, and training modules.
Over a dozen managers participated in the pre-launch of iCapital Marketplace, including Audax Private Debt, Blackstone, Carlyle, CrowdStreet Advisors, Fidelity, FS Investments, Henderson Park, John Hancock Investment Management, Kayne Anderson, Net Lease Capital, Partners Group, RedBird Capital Partners, Steele Creek Capital, and Sealy & Company. Plus the platform’s document center and investment dashboard provide a holistic view of client investments throughout the investment lifecycle and simplifies oversight and investment communication to the advisors’ clients.
iCapital continues to share education and insights about investment strategies and the broader market. And filtering options allow advisors to narrow the fund menu to what is most relevant to them, including funds distributed by iCapital for those advisors looking for additional guided support.
Wealth managers accessing iCapital Marketplace gain expanded capabilities integrated into the platform to best serve clients interested in alternative investments. And through the iCapital Marketplace, wealth managers can now access a broad menu of private markets investment opportunities across private equity, private debt, real assets, and hedge funds via one single platform with iCapital, allowing them to build diversified portfolios to meet their client’s investment objectives.
KEY QUOTES:
“The iCapital team is thrilled to introduce iCapital Marketplace, a one-stop shop for advisors to access an even broader array of alternative investment offerings, backed by the technology prowess iCapital is known for. Advisors and clients can benefit from exposure to this asset class, but expanding access requires a comprehensive technology platform that optimizes the process with the right technology, tools, and education.”
— Lawrence Calcano, Chairman and CEO of iCapital
”Since iCapital’s inception, our mission has been to connect the wealth management community and alternative asset managers with an unrivaled technology and service experience. The launch of iCapital Marketplace is a new era of access, further paving the way for advisors to have institutional-quality access to alternative investments.”
— Dan Vene, iCapital Co-Founder & Managing Partner, and Head of iCapital Marketplace
“The iCapital Marketplace provides a robust suite of capabilities designed to broaden alternatives within client portfolios. We are committed to deliver institutional quality investment solutions and dedicated service to the network of advisors accessing the platform.”
— Todd Myers, Blackstone Senior Managing Director & Chief Operating Officer, Private Wealth Solutions
“The wealth of educational content available at iCapital Marketplace gives us a compelling opportunity to broaden our engagement with advisors.”
— Robert Collins, Partner and Co-Head of Private Wealth at Partners Group
“The launch of iCapital Marketplace enhances our ability to discover new alternative investment opportunities via one simple and streamlined platform. The innovative technology and extensive filtering options have improved our ability to source and quickly screen for portfolio ideas. It allows us to customize and fine-tune investment searches in a way that best aligns with our clients’ goals.”
— Michael Moriarty, Chief Investment Officer of Wealthspire Advisors
