iCapital discusses AI in wealth management
CEO Lawrence Calcano explores partnerships, advisor education, and infrastructure as key drivers for private markets innovation.
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Financial technology platform for alternative investments
icapital.comLast updated
In short: iCapital surpassed $200bn in platform assets, made key acquisitions, and expanded AI, partnerships, and its global footprint.
CEO Lawrence Calcano explores partnerships, advisor education, and infrastructure as key drivers for private markets innovation.
The firms integrate DTCC's AIP with iCapital's platform. Talia Klein joins iCapital's board as an observer.
The firm secured a regulatory license in Abu Dhabi to serve local clients. It partners with Aditum Investment Management to offer Islamic alternative investment strategies.
Entwistle relocates from Singapore to Zurich to lead the global unit, which has grown to $62B since 2020.
The companies intend to link data, operational processes, and market participants throughout the private investment lifecycle.
iCapital announced it has entered into a definitive agreement to acquire Hexure, a provider of digital and AI-powered sales automation solutions for insurance, financial services...
iCapital, a global fintech company, has completed its latest financing round, raising over $820 million. Co-led by accounts advised by T. Rowe Price Associates, Inc...
Investment round co-led by new investors T. Rowe Price and SurgoCap Partners with additional participation from State Street, and increased commitments from existing investors Temasek...
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