iCapital logo — Helping Financial Professionals implement and manage alterna...

iCapital

Helping Financial Professionals implement and manage alternative strategies for growth.

Founded 2013 United States New York, United States 2096 employees Corporate Round Total: $729.21M Finance, Financial Services +2

General Information

Company Name iCapital
Founded Year 2013
Location United States New York, United States
Employees 2096
Industries Finance, Financial Services, Fintech +1
Funding Stage Corporate Round
Business Model B2B, Platform, SaaS
Revenue Model Service Fee, Subscription, Transaction Fee
Social

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About iCapital

iCapital, founded in 2013, is a frontrunner in the Fintech industry providing a sophisticated platform that simplifies the integration of alternative investment strategies for financial professionals. The company's mission, "Helping Financial Professionals implement and manage alternative strategies for growth," underscores its commitment to innovating at the intersection of technology and investment opportunities.

The company's secure digital platform facilitates the management of a diverse portfolio, encompassing education, automated transactions, analytics, and client support. Presently, iCapital boasts an impressive $880 billion in global platform volume, with $220 billion dedicated to global alternative assets. It employs over 1,750 individuals across 16 offices worldwide, including locations such as New York, Zurich, and Tokyo.

iCapital received its latest corporate round investment on June 23, 2022, led by Bank of America. Its consistent recognition in major fintech rankings like CNBC and Forbes highlights its sustained innovation and leadership in the industry.

Taxonomy: Alternative Investments, Private Equity, Hedge Funds, Private Market Investing, Fintech Platform, Wealth Management Solutions, Investment Technology, Portfolio Management, Private Credit, High-net-worth Clients, Asset Management Infrastructure, Digital Transformation, Advisor Education, Compliance Solutions, Secure Platform

Services & Products

Investment Platforms
Alternative Investment Lifecycle Management
Data and Reporting Services
Portfolio Construction Tools
Structured Investment Solutions
Custom Platform Solutions

Target Customers

Asset Managers Wealth Managers Institutional Investors Families and Family Offices Integration Partners

Funding Rounds & Investors (12)

View All
Funding Stage Amount Investors Lead Investors Date
Corporate Round Undisclosed 1
Bank of America
23 Jun 2022
Venture Round $50.00M 10
The Carlyle Group, UBS +8
23 Dec 2021
Series C $440.00M 10
The Carlyle Group, UBS +8
27 Jul 2021
Series B $16.00M -
17 Jun 2020
Venture Round $146.00M 10
Goldman Sachs, The Carlyle Group +8
23 Mar 2020
Venture Round Undisclosed 6
Blackstone Group, BlackRock +4
01 Nov 2018
Corporate Round $25.67M 2
The Carlyle Group, JP Morgan Chase
30 Aug 2018
Series B $12.60M 6
BlackRock, Credit Suisse +4
08 Dec 2017
Series B $14.80M 1
BlackRock
14 Dec 2016
Series B $11.05M 4
Credit Suisse, Pivot Investment Partners +2
01 May 2015

View All 12 Funding Rounds

iCapital Alternatives & Competitors

View All Alternatives
iCapital vs
SUBSCRIBE
SUBSCRIBE United States

Digitally transforming alternative investments. An operating system for any fund, any investor, anyw...

137 employees
Enterprise Software, Finance
iCapital vs

The Portfolio-Centric Alternative Investment Platform for Financial Advisors

28 employees
Finance, Financial Services
iCapital vs
CAIS
CAIS United States

Your One Alts Platform

550 employees
Finance, Financial Services

FAQ About iCapital

Helping Financial Professionals implement and manage alternative strategies for growth.
iCapital was founded in 2013.
iCapital is headquartered in New York, United States.
iCapital operates in Finance, Financial Services, Fintech and Banking. Its work centres on Alternative Investments, Private Equity, Hedge Funds and Private Market Investing. Its customers include Asset Managers, Wealth Managers and Institutional Investors.
iCapital has a B2B, Platform and SaaS business model. Its revenue comes from Service Fee, Subscription and Transaction Fee.
iCapital has approximately 2096 employees.
iCapital has completed 12 funding rounds, raising a total of $729.21M. The latest funding stage is Corporate Round.
iCapital offers: Investment Platforms, Alternative Investment Lifecycle Management, Data and Reporting Services, Portfolio Construction Tools, Structured Investment Solutions, Custom Platform Solutions.
Top alternatives and competitors to iCapital include SUBSCRIBE, Crystal Capital Partners, LLC, CAIS, Constant (YC W23), Lords LB Asset Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
iCapital and SUBSCRIBE are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for iCapital, https://bouncewatch.com/company/icapital, updated 1 April 2026. When citing, please name BounceWatch and link this page.

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