About iCapital
iCapital is a Technology company based in New York (United States) founded in 2013 by Dan Vene and Nick Veronis. Software solutions are provided for managing private investments. iCapital has raised $1.49 billion across 12 funding rounds from investors including Fidelity Investments, Goldman Sachs and UBS. The company has 2,485 employees. iCapital has completed 11 acquisitions, including AI Insight, AltExchange and Artivest. iCapital was last valued at $7.5 billion in December 2025. Its chief executive, as recorded, is Lawrence Calcano. Its website icapital.com draws about 77 thousand monthly visits. iCapital offers products and services including iCapital Platforms, Investment Reporting, and Architect. Its focus areas include FinTech, Investment Tech, Private Funds IT and Suite. Its competitors include Juniper Square, RealBlocks and FundGuard; 3 of its 3 listed competitors have raised funding.
Company details
iCapital was founded in 2013 in New York, United States, as a provider of software solutions focused on alternative investments. The platform enables management of investments in private companies, startups, and growth-stage businesses, alongside real estate options such as commercial and residential properties, REITs, and funds. Operations center on facilitating access to these asset classes for investors through a digital interface, with headquarters in the U.S.
- Headquarters New York, United States
- Employees 2,485
- Founders Dan Vene, Nick Veronis
- Stage Unicorn
- SectorsTechnology
- Website category Finance · Investing
- Website icapital.com
- Social LinkedIn X YouTube
- Total Equity Funding$1.49B (USD)
in 12 rounds
- InvestorsFidelity Investments
& 40 more
- Employee Count2,485
- Investments & AcquisitionsAI Insight
& 10 more
Products & Services of iCapital
iCapital offers a comprehensive portfolio of products and services, including iCapital Platforms, Investment Reporting, and Architect.
Platform for accessing and managing alternative investments
Tool for performance tracking of alternative investments
Software for constructing investment portfolios
Apps and channels of iCapital
its YouTube channel iCapital has 1.57K subscribers and 30 videos.
Videos from iCapital
The most watched videos on iCapital's YouTube channel, iCapital (1.57K subscribers). Click a video to play it here.
More on iCapital.
Funding Insights of iCapital
iCapital has successfully raised a total of $1.49B across 12 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1.49B
- Total Rounds 12
- First Round $3.04M
(Jul 2013)
- Investors Count 41
Latest 10 of 12 funding rounds of iCapital with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2026 | Series E | – | – | ||
| Jul 2025 | $820M | Series E | – | T. Rowe Price, SurgoCap Partners | |
| Jun 2022 | Series D | – | Bank of America | – | |
| Dec 2021 | $50M | Series D | $6B | WestCap | |
| Jul 2021 | $440M | Series D | $4B | Temasek | |
| Mar 2020 | $146M | Series C | – | Ping An | |
| Nov 2018 | Series B | – | Blackstone, The Carlyle Group | ||
| Dec 2017 | $11.77M | Series B | – | – | – |
| Jul 2017 | Series A | – | BlackRock | ||
| Jun 2015 | $10.05M | Series A | – | – | – |
| Date | Valuation | Stage |
|---|---|---|
| Dec 2021 | $6B | •••••••• |
| Jul 2021 | $4B | •••••••• |
Last known valuation $7.5B (Dec 2025). 41 investors in total: 41 institutional.
Investors in iCapital
iCapital has secured backing from 41 investors, including institutional and venture fund investors. Prominent investors backing the company include Fidelity Investments, Goldman Sachs and UBS.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital investments are directed toward multiple sectors by WestCap. | westcap.com | San Francisco, United States | ||
An investment platform is provided for diverse sectors and geographies. | 1974 | temasek.com.sg | Singapore, Singapore | |
Buyouts are targeted through private equity investments by the firm. | 1990 | apollo.com | New York, United States | |
Private equity investments are directed toward multiple sectors. | 1986 | carlyle.com | Washington, Dc, United States | |
Multiple sectors are invested in by this private equity firm. | 1976 | kkr.com | New York, United States | |
Diversified investment management is provided across multiple asset classes. | 1985 | blackstone.com | New York, United States | |
Diversified alternative assets are managed by the investment firm. | msdpartners.com | New York, United States | ||
Private equity and debt financing are provided to mid-market companies. | 2016 | owlrock.com | New York, United States | |
Venture capital is invested in FinTech sectors by the firm. | pivotinvestment.com | New York, United States | ||
Investment banking services are delivered across multiple financial sectors. | 1869 | goldmansachs.com | New York, United States |
Investor details for iCapital
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of iCapital
307 people are tracked at iCapital (213 in leadership, 19 in board & advisors, 75 in team); the tracked headcount is 2,485.
| Name | Role | Group |
|---|---|---|
Dan Vene | Co-Founder & Managing Partner | Leadership |
Nick Veronis | Co-Founder | Leadership |
Michael D Kushner | Managing Partner & Chief Financial Officer | Leadership |
Brett Scholnick | Managing Director & Chief Accounting Officer, Head of Corporate Finance | Leadership |
Magdalena Pandiloska | Chief Marketing Officer | Leadership |
Lawrence Calcano | CEO | Leadership |
Victoria Loukakes | Assistant Vice President, Corporate Reporting | Leadership |
Janet Kim | Vice President, Private Equity Fund Finance | Leadership |
Mariana Castro | Assistant Vice President, Marketing Events | Leadership |
Molly Miretzky | Assistant Vice President | Leadership |
Nimay Barman | Assistant Vice President, Corporate Reporting | Leadership |
Anthony Polemis | Senior Vice President, Business Development | Leadership |
Nicole Battipaglia | Vice President, Business Development | Leadership |
Lyman Hawbaker III | Managing Director, Head Of Corporate Development | Leadership |
Ian Polonsky | Managing Director, Legal | Leadership |
Parmilla G. | Vice President, User Experience | Leadership |
Justin Verzosa | Senior Vice President | Leadership |
Jennifer Ashley | Managing Director, Chief People Officer | Leadership |
Eileen Duff | Managing Director, Chief Client Success Officer | Leadership |
Steve Houston | Managing Director, Head of Fund Management & Research | Leadership |
287 more people are available in the full profile.
Complete people profiles for iCapital
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by iCapital
iCapital has strategically engaged in corporate development activities, having acquired 11 companies. Notable acquisitions include AI Insight, AltExchange and Artivest.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provides digital sales tools for insurance carriers and financial institutions. | hexure.com | Colorado Springs, United States | 1995 | Mar 2026 | •••• | |
Fund closing and automated subscriptions for private funds are facilitated. | passthrough.com | Middletown, United States | 2002 | Feb 2026 | •••• | |
Software solutions for private market investors | parallelmarkets.com | New York, United States | 2018 | Jan 2025 | •••• | |
Fintech platform that provides alternative investment reporting and management solutions | altexchange.com | New York, United States | 2013 | Nov 2024 | •••• | |
Fund management and advisory services are provided to clients. | ubsfundadvisor.tcc.mode | New York, United States | 0 | Aug 2022 | •••• | |
iCapital is recognized as a leading technology provider for alternative investments. | simon.io | New York, United States | 2014 | May 2022 | •••• | |
Cyber risk management, mitigation, and insurance solutions are provided. | axio.com | New York, United States | 2016 | Sep 2021 | •••• | |
Stock brokerage firm | axiofinancial.com | New York, United States | 2013 | Sep 2021 | •••• | |
AI-based data analytics & investment research platform | aiinsight.com | Worthington, United States | 2005 | Jan 2021 | •••• | |
Risk analytics & portfolio management solutions for investment advisors | myfactore.com | New York, United States | 2017 | •••• |
Complete acquisition details for iCapital
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of iCapital
14 dated milestones of iCapital across 13 years, from founding to its latest funding, stage changes and deals.
- Founded iCapital is founded.
- Funding First funding round of $3.0M.
- Acquisition Acquires AI Insight.
- Milestone Reaches Unicorn status.
- Acquisition Acquires Axio Financial.
- Acquisition Acquires Axio Global.
- Acquisition Acquires iCapital.
- Acquisition Acquires UBS Fund Advisor.
- Acquisition Acquires iCapital.
- Acquisition Acquires AltExchange.
- Acquisition Acquires Parallel Markets.
- Acquisition Acquires Passthrough.
- Acquisition Acquires Hexure.
- Funding Latest funding round, Series E,.
Competitors of iCapital
iCapital has 3 listed competitors in our database, 3 of them funded. They include Juniper Square, RealBlocks and FundGuard.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| junipersquare.com | 2014 | San Francisco, United States | $369M | 367 | Real estate investments are managed through a specialized platform. | |
| realblocks.com | 2015 | New York, United States | $29.33M | 7 | RealBlocks is recognized as a digital platform for managing private funds. | |
| fundguard.com | 2018 | New York, United States | $156M | Cloud-based solutions are provided to asset managers and fund administrators. |
Detailed competitors of iCapital
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of iCapital
The website of iCapital (icapital.com) receives about 77.2K visits a month and ranks #601,579 among all websites worldwide, #5,937 in Investing.
- Monthly visits77.2K
▲ 35.7% vs previous month
- Unique visitors26.4K
per month
- Global rank#601,579
among all websites
- Category rank#5,937
Finance · Investing
- Bounce rate44%
- Pages per visit1.9
- Average visit35 sec
- DevicesDesktop 53% · Mobile 47%
Websites whose visitors overlap most with iCapital. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| caisgroup.com | 100% | 29.8K | #1,025,552 | View details | |
| cambridgeassociates.com | 97% | 111.7K | #558,708 | View details | |
wealthsolutionsreport.com | wealthsolutionsreport.com | 94% | #3,032,700 | – | |
| forgeglobal.com | 94% | 687.9K | #66,503 | View details | |
funan.com.vn | funan.com.vn | 92% | #1,111,389 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for iCapital
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as iCapital (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Icapital
Complete news archive for iCapital
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Frequently Asked Questions about iCapital
iCapital was founded in 2013.
iCapital is headquartered in New York, United States. It is registered at New York, New York, United States.
Lawrence Calcano is the CEO of iCapital, as recorded in our data.
iCapital is a funded company, having raised a total of $1.49B across 12 funding rounds to date. The company's 1st funding round was a Series A of $10.05M, raised on Jul 2013.
iCapital has 2,485 employees.
iCapital was founded in 2013 in New York, United States, as a provider of software solutions focused on alternative investments. The platform enables management of investments in private companies, startups, and growth-stage businesses, alongside real estate options such as commercial and residential properties, REITs, and funds. Operations center on facilitating access to these asset classes for investors through a digital interface, with headquarters in the U.S.
iCapital's top competitors include Juniper Square, FundGuard and RealBlocks.
iCapital offers iCapital Platforms, Investment Reporting, and Architect.
iCapital has made 11 acquisitions, including AI Insight, AltExchange, and Artivest.
iCapital has 41 investors. Key investors include Fidelity Investments, Goldman Sachs, UBS, J P Morgan, and Bank of America.
The valuation of iCapital is $7.5B as of Dec 2025.