Tracked deals
8
8 tracked deals across 2021-2026.
Operating Company
Financial Services
iCapital
New York, New York, United States
Privately owned global financial technology company providing a platform for alternative investments and wealth-management workflows. Its solutions support investment education, transactions, onboarding, data management, analytics, reporting, and client servicing for asset managers, wealth managers, financial advisors, and other financial institutions.
- Focus Areas
- Alternative investment and private markets platform, Wealth management technology, Investor onboarding and compliance technology
- Website
- icapital.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Buyout
8 buyout
iCapital Acquisition Volume by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
March 19, 2026
- Buyer
- iCapital
- Target
- Hexure
- Industry
- Cloud & SaaS
- Location
- Colorado, United States
- Type
- Buyout
iCapital entered into a definitive agreement to acquire Hexure, a provider of digital and AI-powered sales automation solutions for insurance, financial services, and wealth management. The combined platform is intended to create an end-to-end annuity and insurance “operating system,” integrating Hexure’s FireLight and ForeSight technologies with iCapital’s alternatives and structured investments platform.
-
February 14, 2026
- Buyer
- iCapital
- Target
- Passthrough
- Industry
- Financial Services
- Type
- Buyout
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.
-
- Buyer
- iCapital
- Target
- Parallel Markets
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
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.
-
October 30, 2024
- Buyer
- iCapital
- Target
- AltExchange
- Industry
- Data & Analytics
- Location
- United States
- Type
- Buyout
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.
-
April 2, 2024
- Buyer
- iCapital1
- Target
- Mirador
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Buyout
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.
-
May 25, 2022
- Buyer
- iCapital
- Target
- SIMON Markets
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
iCapital completed its acquisition of SIMON Markets, adding SIMON’s structured investments, annuities, digital assets, and risk-managed solutions to iCapital’s alternative investment marketplace. The combined platform expands iCapital’s technical capabilities, advisor education, analytics, compliance tools, and portfolio construction support for wealth managers and their clients.
-
September 21, 2021
- Buyer
- iCapital Network
- Target
- Axio Financial LLC
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
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.
-
January 21, 2021
- Buyer
- iCapital Network
- Target
- AI Insight, Inc.
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
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.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
6 tracked deals by iCapital.
Cloud & SaaS Buyers & Acquisitions
1 tracked deal by iCapital.
Data & Analytics Buyers & Acquisitions
1 tracked deal by iCapital.
Acquisitions in New York
2 tracked deals by iCapital.
Acquisitions in Colorado
1 tracked deal by iCapital.
Acquisitions in Connecticut
1 tracked deal by iCapital.
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