RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Iconiq"


Headline

Publish date


360 Park Avenue South: Iconiq's new New York City offices.

Iconiq Capital doubles its New York City footprint to reflect spike in hiring and new clients, but AUA has been stuck around $80 billion for past two years

RIA for tech mega wealth, started by Mark Zuckerberg's one-time broker, just added roughly 35,000 square feet to its New York City footprint to accommodate hiring spurt

November 18, 2023 at 5:05 AM

Iconiq needed  this bigger building as its staff swelled to hundreds.

Iconiq Capital is now an $89-billion RIA as it evolves from wealth management to KKR mode -- not without Henry Kravis and 'glaring conflicts'

The San Francisco firm nearly quadrupled in size since June 2020 sources and buys pre-IPO shares, is determined to be a wealth manager to the super-wealthy and compete for A-list PE deals with Blackstone and the like.

March 8, 2022 at 2:39 AM

Jon Porter has used Addepar since 2010. Kicked out of the pilot-user nest last year, he is now a paying customer.

Addepar finally makes friends with Fidelity and reboots its RIA service, again -- helped by a key ex-Tamarac hire

The $1.3-trillion performance software maker hired Samuel King, former Tamarac service chief and wins -- for keeps -- big RIA users as it puts its science project reputation aside to prosper

April 24, 2019 at 7:44 PM

Readers most 'liked' a May story that featured an enigmatically unpeopled office (think IPO cash) and some old fashioned gumshoe reportage.

RIABiz' 10 most-read stories of 2012: What fascinated you and why

Facebook, fallout from DOL's new 401(k) regs and happenings at Advizent, Addepar and Windhaven were reader catalysts

December 26, 2012 at 4:44 PM

Mike Paulus: We're not just a Black Diamond replacement for RIAs.

Addepar hits $50 billion of assets and turns its eyes to Advent-Black Diamond's plump RIA market

With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers

November 26, 2012 at 5:42 PM

When the fog lifts, San Francisco has a case to make.

Why the San Francisco Bay area is almost certainly the capitol of the RIA business

Companies like Schwab, Advent-Black Diamond and Salesforce are based here for starters -- but big wealth managers and lots of open-minded rich people clinch the matter

July 23, 2012 at 3:31 AM

Iconiq's San Francisco offices are little more than a receptionist's desk and a row of trading screens -- but it's more than enough to manage the assets of Facebook's billionaires.

How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street

Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence

May 18, 2012 at 4:08 AM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo