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
ZI Rank: 3
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
4
3
4
4
3
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
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iCapital financials insights
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2020
Debt
$150K
iCapital Tech Stack
A closer look at the technologies used by iCapital
iCapital News & Media
Fintech Platform iCapital Announces Investment from Bank of America
iCapital, the global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that Bank of America (NYSE: BAC) has made a strategic investment in the company, “deepening a partnership that began in 2018.” iCapital will use the... Read MoreiCapital to Acquire SIMON Markets, an Advisor Platform for Structured Investments, Annuities, Risk-Managed Solutions
iCapital, the Fintech platform driving access and efficiency in alternative investing for the asset and wealth management sectors, and SIMON Markets, the Fintech company offering a digital platform designed to help financial advisors understand and manage structured investments, annuities, and other risk-managed products, have announced... Read MoreBofA invests in iCapital
Bank of America has built on its partnership with iCapital Network by making a strategic investment in the alternative investment platform.ICapital to acquire Simon Markets
iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets, the award-winning fintech company offering a digital platform designed to help financial advisors understand and manage structured investments, annuities, and other risk-managed products, today announced they have entered into a definitive agreement under which iCapital will acquire SIMON.
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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
