iCapital
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
62 Plympton St, Boston, Massachusetts, 0...Phone Number
(617) 542-8700Website
www.icapitalstore.comRevenue
<$5 MillionIndustry
About iCapital
As an SEC Registered Investment Adviser, iCapital provides comprehensive, fee-based asset management and consulting services to qualified retirement plans, foundations, endowments and individual investors. The company's philosophy is to provide the company's clients with the highest level of service and technical expertise in the preservation, growth and management of their wealth. The company's mission is to partner with clients to help them achieve their financial goals through objective asset allocation and management. As an acknowledged fiduciary, the company put the company's clients' interests first, conduct ourselves with honesty and integrity, and strive for excellence in every facet of the company's practice. The company succeed only when you do.Explore more
SIC Code 62,628NAICS Code 52,523Show moreiCapital Org Chart
iCapital Tech Stack
A closer look at the technologies used by iCapital
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As an SEC Registered Investment Adviser, iCapital provides comprehensive, fee-based asset management and consulting services to qualified retirement plans, foundations, endowments and individual investors. The company's philosophy is to provide the company's clients with the highest level of service and technical expertise in the preservation, grow... Read More