iCapital

What you missed from #iCapitalCONNECT2025 today. ⬇️ To start it off, Lawrence Calcano opened the day emphasizing collaboration across the industry and iCapital’s end-to-end platform, built to serve you for decades to come. The main stage covered geopolitics and tariffs as well as the end of the “armchair investing” era, looking beyond the short-term noise. We also heard about what makes an interesting character and integrity of storytelling. The women’s networking lunch offered interactive roundtable discussions hosted by accomplished female leaders with 100+ attendees. Our panels covered the evolving investor landscape for RIAs, record-high volumes for annuities, the impact of AI on infrastructure, and beyond. Our partner breakout sessions featured discussions on private credit, ideas for allocation, income-oriented investing and more. From sunrise bootcamp to our major final speaker (👀) and the evening reception, the time was full of connection and innovation. There is so much more to come! 

iCapital is honored to be named The World’s Best Technology Provider for Wealth Management at Euromoney’s Private Banking Awards!    This global recognition—along with wins in North America and Asia—reinforces our commitment to powering private markets access for wealth managers and their clients by bringing tech-enabled accessibility, transparency and education in alternative investing.   We want to thank all our clients and partners for their trust and our global team for their dedication. We’re excited for what’s ahead!  Learn more: https://lnkd.in/dP7wKVFr   #EuromoneyAwards

Yesterday was another full day in Phoenix! Here’s some key highlights of our final day at #iCapitalCONNECT2025 for those who missed it. ⬇️ Our main stage covered tech innovation driving business forward, purpose and personalization, and solving client needs with industry-specific solutions. AI was also a popular topic with the importance of skilled humans, responsible governance, and corporate data ownership at the forefront. Breakouts covered the future of the structured investments industry, how technology is changing the advisor experience, the evolution of asset allocation, and more.    We closed out the night with a Marvelous keynote speaker and a concert.  Thank you for being a part of iCapital CONNECT 2025. Stay tuned for more updates and highlights from this week!  

Let’s take a walk through the #iCapitalCONNECT2025 Tech Center with iCapital product demos of Architect (feat. our full Model Portfolio suite which include funds from BlackRock, Blue Owl Capital, Ares Management Corporation + more), iCapital Insight, iCapital Marketplace, iCapital DLT, and more. ⬇️

PRESS RELEASE: BlackRock Goes Live with First-of-its-Kind Public-Private Model Portfolios Powered by GeoWealth & iCapital https://bit.ly/4i5W6AV The launch marks the first time a customizable model portfolio that includes access to both private and public market assets is available through a UMA, featuring streamlined administration and custodial integration. The BlackRock models are powered by GeoWealth’s UMA technology and supported by iCapital’s underlying technology capabilities. “Advisors and asset managers have long understood the role of private markets investments, the challenge has been the inability to systematically integrate and implement at scale in a wealth management practice,” said Colin Falls, CEO of GeoWealth. “GeoWealth’s UMA technology and workflow solutions, in partnership with BlackRock and iCapital, creates an entirely new paradigm for advisors considering a public-private portfolio.” Tech enhancements to better enable portfolio management and data analytics are driving the growing adoption of model portfolios among RIAs. These models will provide advisors with intuitive workflows, efficient reporting tools, and comprehensive investment management capabilities throughout the investment’s lifecycle.

BlackRock has just gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account. This simplified access is made possible by GeoWealth and iCapital, and enables customizable access to private markets alongside public markets in a single account. Learn more: https://1blk.co/4205kII

We have onboarded more than 100 funds onto our iCapital DLT platform since May of 2024. This is a major milestone and foundational step towards offering extensible infrastructure for the Alternatives Industry. #iCapitalCONNECT2025 attendees can demo iCapital DLT today and tomorrow at the Tech Center! Learn more: https://lnkd.in/eB3vjFy2

We are kicking off #iCapitalCONNECT2025! We have a full day ahead of us tomorrow - you can follow us here, with more content on X, @icapitalnetwork. First, take a look at the welcome reception. ⬇️ 

Congratulations to our iCapital brand ambassador Stefan Rogentin for a great finish at the FIS Ski World Cup Finals in Sun Valley. What a fantastic season with four podiums and his career first overall discipline medal by achieving 2nd place in the Super G World Cup ranking for the 2024/25 season. His passion, hard work and perseverance are a true inspiration to all of us, and we are very proud to have Stefan in the iCapital family.

🏆 The wait is over! We are thrilled to announce the winners of the 2025 FinTech Breakthrough Awards! Now in our 9th year, the 2025 FinTech Breakthrough Awards program saw an incredible number of nominations from leading companies and startups across the financial technology ecosystem. From game-changing payment solutions to innovative wealth management platforms and cutting-edge digital banking products, the 2025 winners represent the very best in FinTech innovation. 💡 Highlights from this year's winners include: ✅ Breakthroughs in digital banking and mobile payments ✅ Innovations in AI-driven financial services ✅ Cutting-edge De-Fi and cryptocurrency platforms ✅ Advanced fraud prevention and cybersecurity solutions A huge congratulations to all the winners for their breakthrough achievements and for driving the future of financial technology! 👉 Check out the news here: https://lnkd.in/gkEK4EjU #FinTechBreakthrough #FinTech #FinancialTechnology