iCapital to Acquire Parallel Markets to Expand Reusable Investor Identity Platform

iCapital Acquires Passthrough to Expand GP Onboarding and Compliance

February 14, 2026

Financial Services

iCapital entered into a definitive agreement to acquire Passthrough to broaden its investor onboarding and financial compliance capabilities for private markets general partners. The combined offering is intended to extend iCapital’s onboarding support across both wealth and institutional fundraising channels, using deeper automation for identity, subscription documents, and KYC/AML workflows.

iCapital Acquires SIMON Markets

May 25, 2022

Financial Services

iCapital has completed the acquisition of SIMON Markets, integrating SIMON’s structured investments, annuities, digital assets and risk-managed products into iCapital’s alternative investment marketplace. The deal brings nearly 200 SIMON team members and SIMON CEO Jason Broder (who joined iCapital as Managing Director, Head of iCapital Solutions) to expand iCapital’s product menu, analytics, education, and advisor servicing capabilities.

iCapital to Acquire Mirador

April 2, 2024

Financial Services

iCapital and Mirador announced a definitive agreement under which iCapital will acquire Mirador. The acquisition is intended to expand iCapital’s data management and financial reporting capabilities for wealth management, family office, endowment, and foundation clients.

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 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.

Golden Gate Capital Recapitalizes Parallel Advisors; Parallel Acquires AUTUS Asset Management

January 5, 2023

Wealth Management

Parallel Advisors completed a recapitalization led by its management team and Golden Gate Capital to accelerate organic growth and M&A. In connection with the investment, Parallel acquired AUTUS Asset Management, bringing the combined firm to approximately $5.7 billion in AUM, and prior minority investor Emigrant Partners fully exited.