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TECHNOLOGY PROVIDERS Alternative Investment Platforms
iCAPITAL
In 2022, iCapital acquired SIMON Markets, the award-winning fintech company offering a digital platform designed to help financial advisors understand and manage structured investments, annuities, and other risk-managed products. The acquisition created a comprehensive global advisor marketplace for alternatives access, education, and servicing. It also significantly expanded iCapital’s investment menu, and augmented its technical capabilities, education offerings and support services for wealth managers. With the New Products and Capabilities
addition of SIMON’s offerings, iCapital has enhanced its end-to-end digital suite of tools, on-demand education, already robust marketplace, real-time data and analytics, and life-cycle management. The acquisition also included SIMON Spectrum, a multi-dimensional allocation analysis and portfolio construction tool designed to evaluate how structured investments and/or annuities may fit into a portfolio.
iCapital is the leading global fintech company with a mission to power the world’s alternative investment marketplace by providing intuitive, end-to-end technology and service solutions for wealth management, banking and asset management industries. The iCapital platform offers wealth advisors and their high-net-worth clients streamlined access to a curated menu of private equity, private credit, hedge funds, structured notes, and other alternative investments to help meet their investing needs for return and diversification. iCapital’s research and due diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. As of February 28, 2023, iCapital services US$153 billion in global client assets, of which US$30 billion are from international investors (non-US Domestic) across more than 1,230 funds. iCapital is headquartered in NYC, with offices worldwide in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.
icapital.com
173 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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