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 10 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
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Sectors
Technology
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Phone
*********
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$1.49 B (USD)
in 11 rounds
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Latest Funding Round
$820 M (USD), Series E
Jul 10, 2025
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Investors
Goldman Sachs
& 34 more
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Employee Count
Employee Count
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Investments & Acquisitions
AI Insight
& 9 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for accessing and managing alternative investments
Tool for performance tracking of alternative investments
Software for constructing investment portfolios
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Leadership Team
117 people
Finance and Accounting
47 people
Software Development Team
45 people
Legal and Compliance
23 people
Board Team
19 people
Sales and Marketing
17 people
Product Management Team
5 people
Operations Team
5 people
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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.
- Total Funding Total Funding
- Total Rounds 11
- Last Round Series E — $820.0M
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First Round
First Round
(02 Jul 2013)
- Investors Count 35
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2025 | Amount | Series E - iCapital | Valuation | T. Rowe Price , SurgoCap Partners | |
| Jun, 2022 | Amount | Series D - iCapital | Valuation | Bank of America |
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| Dec, 2021 | Amount | Series D - iCapital | Valuation | WestCap |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Venture capital investments are directed toward multiple sectors by WestCap.
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Founded Year | Domain | Location | |
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An investment platform is provided for diverse sectors and geographies.
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Founded Year | Domain | Location | |
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Buyouts are targeted through private equity investments by the firm.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by iCapital
iCapital has strategically engaged in corporate development activities, having acquired 10 companies. Notable acquisitions include AI Insight, AltExchange and Artivest. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Software solutions for private market investors
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2018 | ||||
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Risk analytics & portfolio management solutions for investment advisors
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2017 | ||||
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Cyber risk management, mitigation, and insurance solutions are provided.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - iCapital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Icapital Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Real estate investments are managed through a specialized platform.
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| domain | founded_year | HQ Location |
RealBlocks is recognized as a digital platform for managing private funds.
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| domain | founded_year | HQ Location |
Cloud-based solutions are provided to asset managers and fund administrators.
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| domain | founded_year | HQ Location |
Alternative investment solution provider
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| domain | founded_year | HQ Location |
Financial technology company offering investment firms software solutions
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Icapital
Frequently Asked Questions about iCapital
When was iCapital founded?
iCapital was founded in 2013.
Where is iCapital located?
iCapital is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of iCapital?
Lawrence Calcano is the current CEO of iCapital.
Is iCapital a funded company?
iCapital is a funded company, having raised a total of $1.49B across 11 funding rounds to date. The company's 1st funding round was a Series D of $50M, raised on Jul 02, 2013.
What does iCapital do?
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.
Who are the top competitors of iCapital?
iCapital's top competitors include Juniper Square, FundGuard and AssetMetrix.
What products or services does iCapital offer?
iCapital offers iCapital Platforms, Investment Reporting, and Architect.
How many acquisitions has iCapital made?
iCapital has made 10 acquisitions, including AI Insight, AltExchange, and Artivest.
Who are iCapital's investors?
iCapital has 35 investors. Key investors include Goldman Sachs, UBS, J P Morgan, Bank of America, and State Street.
What is iCapital's valuation?
The valuation of iCapital is $6B as of Dec 2021.
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