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iCapital

Read 7 iCapital reviews and testimonials from customers, explore 4 case studies and customer success stories, and watch 1 customer videos to see why companies chose iCapital as their Master Data Management Software

iCapital powers the world’s alternative investment marketplace, offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities, and an innovative operating system. iCapital is the trusted technology partner to financial advisors, wealth managers, asset managers, as well as other participants in this ecosystem, and offers unrivaled access, technology, and education to incorporate alternative assets, structured investments (SI), and annuities into the core portfolio strategies for their clients.

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Customer Rating Review Score based on 268 reference ratings
4.8/5.0 (268)

7Testimonials

  • “We evaluated other options [iCapital’s] UI was the most modern and the embedded workflow and API was more robust. A Slack channel created was a good sign we were in …

    Perry Zheng Founder & CEO

  • “iCapital provides the platform we use to offer a full spectrum of alternative income strategies and allowing us to stay ahead of the game and attract new clients and retain …

    Li Ma Chief Executive Officer and Fiduciary Investment Advisor

  • “It’s as fool-proof as you can get. iCapital has done an incredible job of taking something that feels super overwhelming and very complicated and breaking it down into more, achievable …

    Hilary Ncala VP of Investor Relations
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4 Case Studies

  • How an RIA Leverages iCapital Architect to Enhance Portfolios

    Eric Gerster Chief Information Officer

  • Alumni Ventures Cuts Onboarding Time by 66% Using iCapital’s Automation

    Hilary Ncala VP of Investor Relations

  • How Cash Flow Portal Streamlined Investor Onboarding with iCapital

    Perry Zheng Founder & CEO
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1 Customer Videos

  • An Inside Look at How an RIA Leverages iCapital Architect to Enhance Portfolios
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    Eric Gerster Chief Information Officer
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Additional iCapital Information & Resources

Read iCapital Reviews, Testimonials & Customer References from 7 real iCapital customers.

Browse iCapital Case Studies, Customer Success Stories, & Customer References from 4 businesses that use iCapital.

Watch iCapital Customer Videos to learn why 1 businesses chose iCapital.

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