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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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  • 7 Testimonials View
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Customer Rating Review Score based on 238 reference ratings
4.8/5.0 (238)

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 has been exceptional in who you have brought into the fold for us to present into client portfolios but now as entrepreneur in the independent world with a rapidly …

    Haig Ariyan Chief Executive Officer

  • “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
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4 Case Studies

  • Mainshares Enhances Investor Experience with iCapital Integration

    William Fry Founder & CEO

  • 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
3 more case studies currently locked

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.

FeaturedCustomers has 1,911,840+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.