iCapital
Founded Year
2013Stage
Unattributed - III | AliveTotal Raised
$1.549BValuation
$0000Last Raised
$820M | 2 days agoMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
+188 points in the past 30 days
About iCapital
iCapital focuses on alternative investments within the financial services industry. The company provides tools and solutions that assist in the incorporation of alternative assets into investment strategies for financial advisors, wealth managers, and asset managers. iCapital's platform offers management capabilities for education, transactions, data analytics, and client support during the investment lifecycle. It was founded in 2013 and is based in New York, New York.
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ESPs containing iCapital
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The alternative investment product platforms market provides the infrastructure through which wealth managers, independent broker-dealers, RIA aggregators, financial advisors, banks, and trust companies can provide accredited investors and qualified purchasers access to alternative asset classes, strategies, and investment products. These include private equity, private credit, hedge funds, real e…
iCapital named as Leader among 12 other companies, including CAIS, Securitize, and YieldStreet.
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Research containing iCapital
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned iCapital in 5 CB Insights research briefs, most recently on Sep 27, 2024.
Expert Collections containing iCapital
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
iCapital is included in 6 Expert Collections, including Real Estate Tech.
Real Estate Tech
2,494 items
Startups in the space cover the residential and commercial real estate space. Categories include buying, selling and investing in real estate (iBuyers, marketplaces, investment/crowdfunding platforms), and property management, insurance, mortgage, construction, and more.
Unicorns- Billion Dollar Startups
1,276 items
Wealth Tech
2,658 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Capital Markets Tech
1,170 items
Companies in this collection provide software and/or services to institutions participating in primary and secondary capital markets: institutional investors, hedge funds, asset managers, investment banks, and companies.
Fintech
9,653 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Fintech 100
749 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Latest iCapital News
Jul 10, 2025
Fintech iCapital valued at over $7.5 billion in latest fundraise Reuters Synopsis The round was led by asset manager T. Rowe Price and hedge fund SurgoCap Partners. The funding comes over three years after an Apollo-backed round valued the New York-based company at over $6 billion. Alternative asset giant Blackstone and index fund pioneer BlackRock are also investors in iCapital. Agencies Alternative investments fintech iCapital was valued at more than $7.5 billion in its latest external funding round, where it raised more than $820 million, the company said on Thursday, highlighting increasing investor interest in platforms that expand access to private-market strategies. Asset managers are pursuing individual investors and smaller wealth-management clients for private market investments , which have traditionally been limited to institutional investors such as pension funds and university endowments. However, some analysts argue that the illiquid and high-risk nature of such assets might add regulatory friction to such efforts from asset managers. The round was led by asset manager T. Rowe Price and hedge fund SurgoCap Partners. The funding comes over three years after an Apollo-backed round valued the New York-based company at over $6 billion. Alternative asset giant Blackstone and index fund pioneer BlackRock are also investors in iCapital. "The proceeds from this capital raise will be strategically deployed to accelerate our acquisition efforts, with a focus on enhancing our technology platform and expanding our data capabilities," said Michael Kushner, chief financial officer at iCapital. Founded in 2013, iCapital has completed 23 strategic acquisitions, including the purchase of the wealth alternatives unit of Citigroup in May, adding to its portfolio more than 180 funds distributed by the bank across private asset classes. The company assists investment professionals with asset administration, analytics, and educational tools, making traditionally institutional products easier to manage. iCapital currently services $945 billion in assets on its platform, with $257 billion of those in alternative platform assets. Read more news on
iCapital Frequently Asked Questions (FAQ)
When was iCapital founded?
iCapital was founded in 2013.
Where is iCapital's headquarters?
iCapital's headquarters is located at 60 East 42nd Street, New York.
What is iCapital's latest funding round?
iCapital's latest funding round is Unattributed - III.
How much did iCapital raise?
iCapital raised a total of $1.549B.
Who are the investors of iCapital?
Investors of iCapital include SurgoCap Partners, T. Rowe Price, Bank of America, WestCap, Temasek and 29 more.
Who are iCapital's competitors?
Competitors of iCapital include Addepar, Enfusion, Lynk, Carbon Equity, AirFund and 7 more.
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Compare iCapital to Competitors
Canoe Intelligence provides alternative investment data management within the financial technology sector. The company offers cloud-based solutions that facilitate document collection, data extraction, and data science initiatives, allowing financial institutions to process complex investment documents. Canoe's technology is utilized by institutional investors, asset servicers, capital allocators, and wealth managers to manage their data workflows. It was founded in 2017 and is based in New York, New York.
Moonfare specializes in providing access to private equity investments through its digital platform. The company offers a range of services, including the ability to invest in individual funds, a diversified portfolio of funds, a private market ELTIF strategy for suitable investors, and a secondary market for buying and selling allocations before maturity. It was founded in 2016 and is based in Berlin, Germany.
CAIS is a fintech company that focuses on transforming the world of alternative investing. The company provides a platform that connects independent financial advisors with alternative asset managers, enabling them to transact alternative investments and structured notes at a large scale. The company primarily serves the financial advisory sector and the alternative asset management industry. It was founded in 2009 and is based in New York, New York.
Pando Alts is a platform for alternative investments, serving the wealth management and financial services sectors. The company connects wealth managers, general partners, broker-dealers, and service providers, enabling investment in private market alternatives. Pando Alts caters to the financial services industry, including wealth managers, family offices, and broker-dealers. It was founded in 2023 and is based in Bozeman, Montana.
Titanbay is a company that focuses on facilitating investment in private markets. The company's main service is to identify and provide access to top-tier private market funds, enabling investors to build diversified private market portfolios on their platform. Titanbay primarily sells to sectors such as private banks and wealth managers, individual professional investors, and institutional and family office investors. It was founded in 2019 and is based in Luxembourg.
BridgeFT focuses on wealth technology (WealthTech) infrastructure. It provides services within the financial technology sector. The company offers a WealthTech-as-a-Service platform that includes financial data aggregation, advanced analytics, and applications essential for wealth management. BridgeFT primarily serves FinTech companies, registered investment advisors (RIAs), turnkey asset management platforms (TAMPs), and other financial institutions. It was founded in 2015 and is based in Chicago, Illinois.
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