Everything wealth managers need to invest in alternative investments, at their fingertips
Asset Managers
Integrated Platform and Service Partners
Funds Supported
Global Platform Assets*
($42B International Platform Assets)
* As of 09/30/2025
Learn from industry experts
iCapital is more than a platform. Our seasoned research and education team empowers you with the information and insights you need to invest in alternatives with confidence.
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Comprehensive courses for all levels
Product and asset-class-level courses available, some offering CE credits. -
Due diligence reports
Due diligence reports from iCapital or other independent firms.
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Expert market analysis
Access to market insights and analysis from iCapital’s investment strategists and research analysts.
Build personalized portfolios
Your clients are unique – their portfolios should be too. iCapital Marketplace makes it easier to construct portfolios for your clients, based on their individual investment objectives and time horizon.
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Access to Investment Opportunities
Access a broad menu of Private Markets Investments via one single agreement with iCapital.
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Customizable search filters
Advanced search and filter tools help you find investment strategies that fit the needs of your clients. -
Detailed fund profiles
Explore digital fund profiles, including a document data room and detailed track record.
Manage client investments easily
iCapital simplifies many of the complexities of investing in Private Markets, so you can focus on serving your clients. Our transparent workflow and real-time notifications help you stay on track throughout the investment lifecycle.
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Detailed account profile
Stored and centralized client profiles streamline the investment process.
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Transparent client management views
Reduce administrative burdens and streamline post-investment activities.
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Real-time notifications and alerts
Work smarter with automated email notifications.
Optimize tracking and reporting
Client updates just got easier. Our interactive dashboard simplifies cash flow and performance tracking. We are compatible with many third-party reporting providers, so you can share reports with anyone who needs to see them.
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Interactive investment dashboard
Your interactive reporting dashboard displays an aggregate view of cash flows and performance.
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Ecosystem of service provider integrations
Automatically connect with our many third-party service partners
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Quarterly fund commentary
Access performance summaries and manager commentaries in a single, centralized location.
A wide range of opportunities across the investment strategy spectrum
We work with your preferred partners, too
35+ industry-leading firms are part of iCapital’s vibrant marketplace.
Securities products and services are offered by iCapital Markets LLC ("iCapital Markets"), an SEC-registered broker-dealer, member FINRA and SIPC. iCapital Advisors, LLC is an investment adviser registered with the SEC that acts as a sponsor and/or manager to access funds (meaning funds sponsored and managed by iCapital Advisors that invest, or intend to invest, in a fund managed by the third-party manager. Referenced registrations and memberships do not imply that the SEC, FINRA or SIPC have endorsed any of these entities, products, or services. Annuities and insurance services are provided by iCapital Annuities and Insurance Services LLC. Each of these entities is affiliated with iCapital, Inc. and Institutional Capital Network, Inc. The iCapital entities noted herein are collectively referred to as "iCapital".The material herein has been provided to you for informational purposes only. This material is the property of iCapital and may not be shared, reproduced in any form, or referred to in any other publication, without express written permission of iCapital.This material is not intended, and may not be relied on in any manner, as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security offered by iCapital Markets. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation.
This material does not intend to address the financial objectives, situation or specific needs of any individual investor. Financial products made available by iCapital Markets may be complex and/or speculative and are not suitable for all investors.
iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.
For illustrative purposes only and functionality subject to change. Additional disclosures and methodologies are available on the iCapital platform, including terms of use and privacy policy.
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