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Articles tagged "ICapital"


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Joe Lonsdale: As the alternative space matures there's room for creative approaches and ... products that might not have worked in the past.
September 23, 2022 at 2:38 AM

Lawrence Calcano: 'The fact that other people haven't solved the problem... isn't that interesting. What's interesting is whether we think we can.'

Fresh off a $440 million raise, iCapital CEO Lawrence Calcano is ready to dream the impossible--to unite the alts industry in order to dominate it-- despite doubters who say it's a proven exercise in futility

Venture anchored by BlackRock, Blackstone, KKR, Apollo and the Carlyle Group may realize a dominant role by releasing a lingua franca to eradicate data protocol fragmentation.

April 22, 2022 at 2:10 AM

Eileen Duff: Grayscale is adhering to a higher level of scrutiny than many other players.

Grayscale shreds the hype about Bitcoin's power to 'democratize' finance by showing that RIAs really want a dominant Wall Street middleman and are willing to pay hedge-fund-like fees for 'transparency' and an SEC-approved wrapper

The New York City manager landed Schwab, Wealthfront and now the UHNW alts platform, iCapital, to provide a crypto asset that incites exuberant hopes, crippling fears and little between.

September 28, 2021 at 9:50 PM

Ho Ching's firm, Temasek, is leading the giant funding round.

iCapital raises heart-stopping $440 million at $4-billion valuation, after signing big deals to become the alts engine of Envestnet and Allfunds

The 2013-founded, New York City-based alternatives investments company has positive cash flow, high growth and the growing support of more giants and RIAs

July 28, 2021 at 2:25 AM

Lawrence Calcano: We're living in sad and bizarre times. It's putting a spotlight on the need for automation. Historically there's a just lots of re-typing.

No sooner does Lawrence Calcano raise $146 million than he buys rival Artivest -- then Wells Fargo alts service -- capping iCapital's 500%-plus run on alternatives 'platform' to $58 billion -- with almost every wolf on Wall Street chipping in

The iCapital CEO, who started 2019 at a humble $8 billion of AUA, now adds Artivest's $4 billion and its sweet technology to rolled up clientele with funding from BlackRock, Blackstone, Carlyle, KKR, JPMorgan, Morgan Stanley among others. A month later, iCapital brings in $3 billion more with purchase of Wells Fargo alts platform, and the storied bank became an iCapital investor.

May 21, 2020 at 2:20 AM

Porter Gale was the marketing guru that took Virgin America from challenger to up-market darling, but can she repeat the trick at Personal Capital?

With IPO clock at 10-years and ticking, Personal Capital makes two big, out-of-character moves to go upmarket and downmarket

With $9 billion in assets, the Redwood City-based national RIA hired the ex-Virgin America CMO Porter Gale to make one brand investors associates with both the freebie tools and the full-priced financial advice its advisors provide mostly from call centers

March 22, 2019 at 7:55 PM

Sang Lee: We're not just disrupting that market. We're increasing the size of that market.

Now come the robo-alts firms -- a full flock of 'em as unwavering as the robo-advisors

ALTS, DarcMatter, Crystal Capital Partners, Aequitas Capital, CAIS, iCapital, HedgeCoVest are out to create a market -- not quite as dirt cheaply as classic robo-advisors

July 13, 2015 at 5:34 PM

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