Wealth Management
New York, NY

Overall Rank: 20
Category: Wealth Management
Category Rank: 1


iCapital powers the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $1762 billion in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.

iCapital employs more than 1200 people globally, and has 13 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto.

Key Products

  • iCapital Architect: Architect’s advanced analytics and visualizations allow advisors to evaluate the impact of adding alternatives – such as private equity, private credit, hedge funds, private real estate funds – and structured investments, to an existing portfolio that includes traditional investments, including equity, fixed income, ETFs, and mutual funds.

  • iCapital Marketplace, the groundbreaking platform connecting financial advisors with alternative investment opportunities offered by the world’s leading investment providers and asset managers.


  • $180.9 billion in global platform assets

  • 1215 employees

  • 219 White Label Platforms in Market

  • 1,441 funds supported

  • 98+ Financial Professional Users

iCapital Video

View iCapital’s videos here.

Key Executives

Lawrence Calcano, Chairman & CEO

Lawrence is Chairman and CEO of iCapital. He began advising and working with iCapital shortly after its 2013 founding, leading key strategic and business development initiatives, before joining full time as CEO in early 2014. Since then, he has led the rapid growth – both organic and through acquisition – of iCapital, building it into a leading global Fintech company.

Jason Broder, Managing Director & Chief Product Officer

Jason Broder is a Managing Director and Chief Product Officer at iCapital. He is responsible for iCapital’s comprehensive product and platform roadmap and set of technology offerings. He is a member of the Firm’s Management Committee.

For more than ten years, Jason’s career has been dedicated to the notion that uniting cutting-edge technology with the expertise of industry leaders would empower advisors to better serve their clients. He previously served as the Chief Executive Officer of SIMON Markets LLC, a financial technology company acquired by iCapital in August 2022. Recognizing an industry-wide gap in the education and life cycle management of structured investment products, Jason spearheaded the creation of the SIMON platform in 2012 from the Structured Investments desk at Goldman Sachs. He was responsible for the development and rollout of the platform for the six years leading up to SIMON’s formation as an independent company—and multi-issuer platform—in 2018.

Chriss Piazza, Managing Director & Chief Technology Officer

Chris is Chief Technology Officer at iCapital, where he manages all software development and technology. He is also a member of the company’s Operating Committee. He has over 20 years of technology experience, having most recently served as CTO for PINCHme.com, where he delivered a high-volume consumer platform for the targeted delivery of consumer packaged goods products. Prior to PINCHme, he was the fifth employee and CTO of OneWire, where he built the product and technology teams and produced the first-ever SaaS online recruiting solution focused on the financial services market. His earlier achievements include both start-ups and established companies, among them the development of a SaaS procurement platform delivered to Fortune 200 clients and co-founding a digital agency, which grew to 80 employees.

To view their executive page, click here.

Organizational Insights

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Board Members

  • Jane Atherton, Deputy Head, North America; Managing Director, Investment (Financial Services), Temasek

  • Lawrence Calcano, Chairman and CEO

  • Donald Lacey, Chief Investment Officer, Ping An Global Voyager Fund

  • Jaime Magyera, COO and Head of Strategy, US Wealth Advisory, BlackRock

  • Jaime Magyera, COO and Head of Strategy, US Wealth Advisory, BlackRock

  • Todd Myers, Senior Managing Director and COO Private Wealth Solutions, The Blackstone Group

  • Noah Sakimura, Managing Director, Blackrock

  • Agnes Bundy Scanlan, President, The Cambridge Group

  • Agnes Bundy Scanlan, President, The Cambridge Group

To view their executive page, click here.


iCapital is backed by an experienced group of strategic investors who specialize in financial services and financial technology.

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News and Press Releases

  • May 2024: iCapital® Launches First Fund on Firm’s New Distributed Ledger Technology (Read).

  • May 2024: iCapital® Introduces iMAP, its First Model Portfolio for Alternative Investments (Read).

  • May 2024: iCapital® Announces Partnership with Resona Bank to Offer KKR Private Market Strategies to Clients in Japan (Read).

To view their full press release, click here.