About iCapital
iCapital is a Financial Services company based in New York (United States) founded in 2014, and was acquired by iCapital in May 2022. iCapital is recognized as a leading technology provider for alternative investments. It operates on a SaaS (Software-as-a-Service), Two-Sided Marketplace, and FinTech model in Financial Services and Technology sectors. iCapital offers products and services including iCapital Marketplace, Structured Investments, and Annuities. Its focus areas include Financials, Capital Markets and Investment Management & Fund Operators. Its legal entity is Institutional Capital Network, Inc. Its competitors include Kyriba, CyberGRX, ObserveIT, Middesk and AccessPay and 3 more; 8 of its 8 listed competitors have raised funding.
Company details
iCapital is established as a trusted technology partner powering the worlds alternative investment marketplace. Comprehensive solutions are provided for wealth managers, asset managers, institutional investors, and family offices. Advanced platforms and tools are offered to streamline private market investments, structured notes, and annuities. Services include investment reporting, portfolio construction, data management, and research. The focus is placed on eliminating operational friction and scaling alternative investments through innovative technology. Global reach is maintained with local expertise to serve diverse financial professionals.
Products & Services of iCapital
iCapital offers a comprehensive portfolio of products and services, including iCapital Marketplace, Structured Investments, and Annuities.
Platform connecting wealth managers with alternative investment opportunities.
Customized investment profiles managed from inception to maturity.
Investment options with benefits and considerations for investors.
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
- Total Rounds 2
- Investors Count 8
All 2 funding rounds of iCapital with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
9 investors in total: 9 institutional.
Investors in iCapital
iCapital has secured backing from 9 investors, including institutional and venture fund investors. Prominent investors backing the company include Citi, Barclays and HSBC.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital investments are directed toward multiple sectors by WestCap. | – | westcap.com | San Francisco, United States | |
Diversified financial services are offered through commercial banking operations. | 1812 | citigroup.com | New York, United States | |
Diversified financial services are provided across global markets. | 1690 | home.barclays | London, United Kingdom | |
Wealth management, asset management, and investment banking services are offered. | 1856 | credit-suisse.com | Zurich, Switzerland | |
Universal banking and financial advisory services are provided globally. | 1865 | hsbc.com | London, United Kingdom | |
Financial services are provided to consumers and corporations worldwide. | 2000 | jpmorganchase.com | New York, United States | |
Diverse financial services and online banking are provided to clients. | 1852 | wellsfargo.com | San Francisco, United States | |
Life, health, and financial insurance services are provided globally. | 1875 | prudential.com | Newark, United States | |
Software solutions are provided for managing private investments. | 2013 | icapital.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
305 people are tracked at iCapital (211 in leadership, 19 in board & advisors, 75 in team).
| Name | Role | Group |
|---|---|---|
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 |
Lawrence Calcano | Chairman & CEO | Leadership |
Eileen Duff | Managing Director, Chief Client Success Officer | Leadership |
Steve Houston | Managing Director, Head of Fund Management & Research | Leadership |
Michael Kushner | Managing Director, Chief Financial Officer | Leadership |
Marco Bizzozero | Managing Director, Head of International | Leadership |
Stephen Jacobs | Managing Director, General Counsel | Leadership |
Philipp Kuny | Vice President Client Solutions | Leadership |
Jordan Gunzy | Vice President, Fund Finance | Leadership |
285 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.
Timeline of iCapital
4 dated milestones of iCapital across 8 years, from founding to its latest funding, stage changes and deals.
- Founded iCapital is founded.
- Funding First funding round.
- Funding Latest funding round, Series B,.
- Exit Acquired by iCapital.
Competitors of iCapital
iCapital has 8 listed competitors in our database, 8 of them funded. They include Kyriba, CyberGRX, ObserveIT, Middesk and AccessPay, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| kyriba.com | 2000 | San Diego, United States | $160.68M | 334 | Cloud-based treasury automation and risk management solutions are provided. | |
| cybergrx.com | 2015 | Denver, United States | $99M | 141 | Cloud-based risk assessment and management solutions are provided for enterprises. | |
| observeit.com | 2006 | Boston, United States | $69M | 79 | Insider threats are detected and managed via user behavior analytics. | |
| middesk.com | 2018 | San Francisco, United States | $77M | – | Risk management solutions for financial institutions are offered. | |
| accesspay.com | 2012 | Manchester, United Kingdom | $44.42M | 74 | Cloud based payment automation and cash management solutions for businesses | |
| cyence.net | 2014 | San Mateo, United States | $40M | 1,702 | Platform that models cyber risks in financial and economic terms | |
| trexgroup.com | 2012 | New York, United States | $77.22M | – | A financial SaaS platform for renewable energy investments is offered. | |
| electronicpay.in | 2011 | Mumbai, India | $43.69M | 302 | Provider of ATM outsourcing, digital payment, and platform solutions to banks |
Detailed competitors of iCapital
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Top companies in Regulatory & Compliance Tech
10 companies that operate in the same segment as iCapital (Regulatory & Compliance Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based anti-money laundering solutions are provided for compliance. | 2014 | London, England, United Kingdom | USD 167.21 M | USD 45.67 M | 443 | |
CLEAR is focused on secure identity verification for seamless experiences. | 2010 | New York, New York, United States | USD 135 M | USD 900.78 M | 4,019 | |
Automated and expert-led identity verification services are provided. | 2010 | Munchen, Bayern, Germany | USD 40 M | – | 29 | |
AI-based fraud prevention for e-commerce payments is provided. | 2013 | New York, New York, United States | USD 232.02 M | USD 346.08 M | 724 | |
AI-powered data and decision intelligence solutions are provided for businesses. | 2016 | London, England, United Kingdom | USD 545.02 M | USD 161.29 M | 886 | |
Facial recognition and AI video analysis solutions are provided. | 2011 | Beijing, Beijing, China | USD 1.98 B | – | 413 | |
Compliance management solutions for financial institutions | 2014 | New York, New York, United States | USD 461 M | – | 815 | |
Identity verification, background screening, and fraud prevention solutions are provided. | 2011 | Mumbai, Maharashtra, India | USD 103.31 M | – | – | |
Software solutions for identity management are provided via APIs. | 2006 | Trondheim, Trøndelag, Norway | USD 2.09 M | USD 72.04 M | 150 | |
AI-driven image recognition for emotion and activity analysis is provided. | – | Boston, Massachusetts, United States | USD 59.7 M | – | 40 |
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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 2014 and raised its 1st funding round 7 years after it was founded.
iCapital is headquartered in New York, United States. It is registered at New York, New York, United States.
iCapital is established as a trusted technology partner powering the worlds alternative investment marketplace. Comprehensive solutions are provided for wealth managers, asset managers, institutional investors, and family offices. Advanced platforms and tools are offered to streamline private market investments, structured notes, and annuities. Services include investment reporting, portfolio construction, data management, and research. The focus is placed on eliminating operational friction and scaling alternative investments through innovative technology. Global reach is maintained with local expertise to serve diverse financial professionals.
iCapital offers iCapital Marketplace, Structured Investments, and Annuities.
iCapital has 9 investors. Key investors include Citi, Barclays, HSBC, iCapital, and JPMorgan Chase.
iCapital operates through Institutional Capital Network, Inc..
Yes. iCapital was acquired by iCapital in May 2022.