Displaying 33 results
iCapital strikes private-credit partnership with Bain
Fintech platform for alts is teaming up with global credit manager to extend its reach among advisors and high-net-worth investors.
iCapital eyes alts domination with Mirador acquisition
The deal for the data aggregation and reporting leader will create an end-to-end solution for HNW advisors and wealth firms.
Advisors reassess their alt stakes after loading up
Use of alternative investments skyrocketed when stocks and bonds tanked in 2022, but advisors are still standing behind those positions as stocks rally.
Chicago RIA unveils partnership with iCapital
The collaboration will allow the firm to offer more alternative invesstments to clients.
iCapital expand advisors’ access to alternatives platform
Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.
Advisors not done with alternatives despite bull run
The run-up in stocks raises the question of whether advisors should start reducing their stakes in those illiquid alternatives that once provided them safe harbor.
How private market investments can bolster 60/40 strategy
Half of advisors surveyed in iCapital study say client interest in alts has increased.
iCapital launches new portfolio construction tool
Architect aims to make alts a core element of portfolios rather than a satellite component.
New iCapital platform gives advisors turnkey access to alternative investments
Marketplace combines hundreds of existing platforms run by providers of alternative investments into a single network.
Fidelity leans into alternative strategies as demand grows amid economic uncertainty
Fidelity's alts platform, which launched in 2013, has seen assets grow by 70% since 2020.
iCapital launches structured investments offering on Envestnet
The integration provides advisors with proposal generation tools, analytical features, trading workflows and the ability to integrate data on structured investments into client reports.
Fintech Bytes: Riskalyze lands AE Wealth; 55ip partners with Frontier; Advisor360 acquires wealthtech
Plus Brad Weber gets Savvy, iCapital adds 100 to its tech team, and Richr launches an advisory service.
iCapital acquires UBS legacy alternative investment feeder fund platform
The fintech has purchased UBS Fund Advisor, the wirehouse’s legacy proprietary U.S. alternative investment manager and feeder fund platform that represents $7 billion in client assets.
iCapital expands menu of alternative investments with Simon acquisition
The addition of Simon brings the total number of asset managers and product manufacturers on the iCapital platform to nearly 300, according to the company.
Fintech Bytes: eMoney partners with Nationwide, Onramp closes funding
A roundup of the week's fintech developments, including news from eMoney, Onramp Invest, Tifin, Panoramix and iCapital.
Bank of America deepens ties to iCapital alts platform with strategic investment
The bank joins a long list of financial backers funding the $130 billion tech-savvy platform for investing in alternatives.
Fintech Bytes: iCapital, Morningstar, RIA in a Box
For some additional reading material in between cookouts and baseball games this weekend, here are the rest of the week’s adviser fintech headlines.
iCapital receives patents for data security innovations
Financial advisers are increasingly worried about securing client information and the consequences of a data breach, but iCapital has a new idea about how to make it safer for advisers to access its network of alternative assets.
ICapital tech platform acquires Stifel Financial’s alts feeder funds
The deal, which will close later this month, pushes the assets on iCapital's platform to more than $118 billion.
TCW partners with iCapital to improve access to its alts offerings
The asset manager will use customized technology from iCapital to facilitate its clients' use of its offerings of alternative investments.
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