iCapital Completes Acquisition of SIMON Markets

Leverage Marketing Group Acquires The Simon Group

March 2, 2026

Marketing & Advertising

Leverage Marketing Group acquired B2B marketing firm The Simon Group of Sellersville, Pennsylvania. The merger (effective March 2, 2026) expands Leverage’s market reach and adds capabilities in digital and content marketing.

Monetate Acquires Simon AI

July 30, 2025

Cloud & SaaS

Monetate acquired Simon AI, an agentic, AI-first composable CDP platform. The combined offering connects Simon AI’s unified customer intelligence and activation across channels with Monetate’s AI-powered personalization, experimentation, and regulated delivery capabilities, with integration claimed to be live immediately.

iCapital to Acquire Parallel Markets to Expand Reusable Investor Identity Platform

January 20, 2025

Financial Services

iCapital and Parallel Markets entered a definitive agreement under which iCapital is expected to acquire Parallel Markets. The deal will integrate Parallel Markets’ reusable financial identity technology with iCapital’s onboarding and compliance monitoring processes to power a new “Investor Passport” for fund investors and wealth advisors.

iCapital to Acquire AltExchange

October 30, 2024

Data & Analytics

iCapital and AltExchange have entered a definitive agreement under which iCapital intends to acquire AltExchange. The deal is aimed at enhancing iCapital’s data management capabilities by combining AltExchange’s AI-driven alternative investment data aggregation, document management, and reporting with iCapital’s existing platform.

iCapital Network Acquires Axio Financial

September 21, 2021

Financial Services

iCapital Network has entered into a definitive agreement to acquire Axio Financial LLC, a provider of end-to-end services to the U.S. structured notes market. The acquisition will expand iCapital's alternative investment product menu, technology stack, education and distribution capabilities for financial advisors; terms were not disclosed and the deal was expected to close in Q4 2021.

iCapital Network Acquires AI Insight

January 21, 2021

Financial Services

iCapital Network has agreed to acquire the assets of AI Insight, Inc., an education and compliance platform that provides fund-specific research, training and credentialing for financial advisors focused on alternative investments. As part of the transaction, AI Insight’s executives Sherri Cooke and Jennifer Simon and eight additional employees are expected to join iCapital to integrate AI Insight’s learning management system into iCapital’s advisor-facing alternative investment platform.