iCapital Competitors and Similar CompaniesClear all
iCapital's competitors and similar companies include CAIS, Forge Global, AssetMark and Juniper Square.
 iCapital iCapital (also known as Institutional Capital Network) is a company developing an investment marketplace platform. |  CAIS CAIS is a financial product platform offering wealth managers access to a diversified menu of funds and products. |  Forge Global Forge Global Holdings (formerly known as Equidate) is a company that develops a financial services platform. |  AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. |  Juniper Square Juniper Square is a company that develops an investment management platform for the real estate industry. | |
Founding Date | Founding Date 2013 | Founding Date 2009 | Founding Date 2014 | Founding Date 1996 | Founding Date 2014 |
Type | Type Private | Type Private | Type Public | Type Public | Type Private |
Tags | |||||
Locations | Locations New York, US HQ Austin, US Beverly Hills, US | Locations San Francisco, US HQ Berlin, DE London, GB New York, US | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations San Francisco, US HQ Austin, US San Francisco, US | |
Employees | Employees 1,8182% increase | Employees 771% increase | Employees 30013% decrease | Employees 980 | Employees 6983% increase |
Valuation ($) | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) 221.6 m | Valuation ($) 2.6 b | Valuation ($) N/A |
Financial | |||||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) N/A | Revenue (est.) $79.3m (FY, 2024) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) N/A |
Net income | Net income N/A | Net income N/A | Net income ($67.8m) (FY, 2024) | Net income $123.1m (FY, 2023) | Net income N/A |
Operating ⚠ | |||||
Trademark Applications (US) | Trademark Applications (US) 3 (Oct, 2021) | Trademark Applications (US) N/A | Trademark Applications (US) N/A | Trademark Applications (US) N/A | Trademark Applications (US) 2 (May, 2022) |
Trademarks (US) | Trademarks (US) 9 (Oct, 2021) | Trademarks (US) N/A | Trademarks (US) N/A | Trademarks (US) N/A | Trademarks (US) 2 (May, 2022) |
Funding | |||||
Latest funding round | Latest funding round $ 50m (over 4 years ago) | Latest funding round $ 50m (over 5 years ago) | Latest funding round N/A | Latest funding round N/A | Latest funding round $ 75m (over 6 years ago) |
Total funding raised | Total funding raised $ 672.9m | Total funding raised $ 81m | Total funding raised $ 238.5m | Total funding raised $ 2.8m | Total funding raised $ 108m |
For sources of this data, please see the company profile
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CAIS
HQ
New York, US
Employees
77↑ 1% increase
CAIS is a financial product platform offering wealth managers access to a diversified menu of funds and products.
View companyForge Global
HQ
San Francisco, US
Employees
300↓ 13% decrease
Forge Global Holdings (formerly known as Equidate) is a company that develops a financial services platform.
View companyAssetMark
HQ
Concord, US
Employees
980
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
View companyJuniper Square
HQ
San Francisco, US
Employees
698↑ 3% increase
Juniper Square is a company that develops an investment management platform for the real estate industry.
View company