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iCapital

BOSTON, MA

CRD: 122816

In PWD coverage since August 14, 2026 · 9 stories

$1.5BRegulatory AUMSEC Form ADV · Aug 21

9EmployeesForm ADV

2Deals on our tracker

Regulatory AUM · Aug 15 – Aug 21

Deal recordFull tracker →

Aug 18, 26Fund launch — coverage

Jun 15, 26Deal announcedRFG

PWD coverage

The Close

Convergence puts private markets inside the advisor's daily workflow

Alternatives are no longer the constraint. The hard work is managing public and private positions in a single portfolio, and the platforms that make that routine will set the pace.

Features · Aug 20The private-markets on-ramp now runs through retirement accounts

RIA · Aug 19Mid-sized RIAs are now buying alternatives, iCapital's Gallagher says

portfolio · Aug 19CAIS doubles to $2 billion, and the cap table becomes diligence

allocators · Aug 19Advisor demand for alternatives shifts to delivery

portfolio · Aug 18Franklin Templeton packages private markets into model portfolios

allocators · Aug 18Alternatives adoption intent nearly triples as scale becomes the bottleneck

RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise

RIA · Aug 14Advisor Alts Demand Stays Strong; Analytics Top Tech Priority

iCapital

Convergence puts private markets inside the advisor's daily workflow

The Morning Brief