Colleen Kelly Email

Senior Relationship Manager, AVP . iCapital

Current Roles

Employees:
1436
Revenue:
$422.2M
About
Founded in 2013 in NYC, iCapital is the leading global fintech company powering the world’s alternative investment marketplace. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth clients access to a curated menu of private equity, private credit, hedge funds, structured notes, and other alternative investments to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list in each year 2018 through 2022, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than $130 billion in global client assets, of which more than $30 billion are from international investors (non-US Domestic), across more than 1,000 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto. Visit www.icapitalnetwork.com for more information and follow us on Twitter @icapitalnetwork
iCapital Address
60 East 42nd Street
New York, NY
United States
iCapital Email

Past Companies

iCapitalSenior Relationship Manager, Assistant Vice President
iCapital NetworkAssociate
iCapital NetworkAnalyst

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