iCapital

New York, United States Founded: 2013 • Age: 13 yrs
Software solutions are provided for managing private investments.
Annual revenue - Latest available
Total funding $1.5B 11 rounds
Employees - Tracked headcount
Investors 35 Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

About iCapital

iCapital is a company based in New York (United States) founded in 2013 by Dan Vene and Nick Veronis. iCapital has raised $1.49 billion across 11 funding rounds from investors including Goldman Sachs, UBS and J P Morgan. iCapital has completed 12 acquisitions, including AI Insight, AltExchange and Artivest. iCapital offers products and services including iCapital Platforms, Investment Reporting, and Architect. iCapital operates in a competitive market with competitors including Juniper Square, RealBlocks, FundGuard, Kanastra and Indus Valley Partners, among others.

  • Headquarter New York, United States
  • Founders Dan Vene, Nick Veronis
  • Stage Unicorn
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $1.49 B (USD)

    in 11 rounds

  • Latest Funding Round
    $820 M (USD), Series E

    Jul 10, 2025

  • Investors
    Goldman Sachs

    & 34 more

  • Employee Count
    Not available
  • Investments & Acquisitions
    AI Insight

    & 11 more

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Products & Services of iCapital

iCapital offers a comprehensive portfolio of products and services, including iCapital Platforms, Investment Reporting, and Architect.

Product name locked
Category locked
Primary

Platform for accessing and managing alternative investments

Product name locked
Category locked
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Tool for performance tracking of alternative investments

Product name locked
Category locked
Locked

Software for constructing investment portfolios

People of iCapital

Headcount 1000-5000
Employee Profiles 287
Board Members and Advisors 19
Employee Profiles
People
Janet Kim
Vice President, Private Equity Fund Finance
People
Mariana Castro
Assistant Vice President, Marketing Events
People
Molly Miretzky
Assistant Vice President
People
Anthony Polemis
Senior Vice President, Business Development

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Board Members and Advisors
people
John Robertshaw
Board Member
people
Rob Coltrin
Board Observer
people
Phil Pool
Board Observer
people
Jaime Magyera
Board Member

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Funding Insights of iCapital

iCapital has successfully raised a total of $1.49B across 11 strategic funding rounds. The most recent funding activity was a Series E round of $820 million completed in July 2025. 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.

Investors in iCapital

iCapital has secured backing from 35 investors, including institutional and venture fund investors. Prominent investors backing the company include Goldman Sachs, UBS and J P Morgan.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Venture capital investments are directed toward multiple sectors by WestCap.
Locked Locked Locked
An investment platform is provided for diverse sectors and geographies.
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Buyouts are targeted through private equity investments by the firm.
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Investor details for iCapital

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by iCapital

iCapital has strategically engaged in corporate development activities, having acquired 12 companies. Notable acquisitions include AI Insight, AltExchange and Artivest.

Investments
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Investment portfolio details for iCapital

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Software solutions for private market investors
Locked Locked 2018 Locked
Risk analytics & portfolio management solutions for investment advisors
Locked Locked 2017 Locked
Cyber risk management, mitigation, and insurance solutions are provided.
Locked Locked 2016 Locked
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Complete acquisition details for iCapital

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - iCapital

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Detailed financials for iCapital

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Icapital Comparisons

iCapital Primary company
Description
Software solutions are provided for managing private investm...
Location
New York, United States
Founded Year
2013
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for iCapital

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Competitors of iCapital

iCapital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Juniper Square, RealBlocks, FundGuard, Kanastra and Indus Valley Partners, among others.

Company Name Domain Founded year HQ Location Description
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Real estate investments are managed through a specialized platform.
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RealBlocks is recognized as a digital platform for managing private funds.
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Cloud-based solutions are provided to asset managers and fund administrators.
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Alternative investment solution provider
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Financial technology company offering investment firms software solutions
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Detailed competitors of iCapital

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  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

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Latest news on Icapital

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Complete news archive for iCapital

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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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 current CEO of iCapital.

iCapital is a funded company, having raised a total of $1.49B across 11 funding rounds to date.

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 AssetMetrix.

iCapital offers iCapital Platforms, Investment Reporting, and Architect.

iCapital has made 12 acquisitions, including AI Insight, AltExchange, and Artivest.

iCapital has 35 investors. Key investors include Goldman Sachs, UBS, J P Morgan, Bank of America, and State Street.

The valuation of iCapital is $6B as of Dec 2021.

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