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: 4
Signal Type
Dec
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ZI Rank
3
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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
iCapital Org Chart
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2020
Debt
$150K
iCapital Tech Stack
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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
