LAST UPDATED: June 13, 2023
Awards, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he or she will experience a certain level of results if Institutional Capital Network Inc. (“iCapital”) is engaged, nor should it be construed as a current or past endorsement of iCapital by any of its clients.
- Forbes Fintech 50 Award 2018, 2019, 2020, 2021, 2022, 2023
iCapital has been selected in Forbes Fintech 50 list, which recognizes companies that make a deep impact on consumers and businesses through innovation. To qualify for the Fintech 50 list, businesses must have either headquarters or substantial operations in the U.S. and be private as of the date of publication. Other criteria considered includes: growth in sales and/or users over the past year in comparison with competitors; whether the company has a publicly live, working product, or one that will be available soon; and diversity of the company’s leadership team. Forbes defines fintech companies as those that apply technology to the categories of cryptocurrencies and blockchain, insurance, investing, payments, personal finance (budgeting, digital banking, consumer credit and lending, etc.), real estate, business to business lending, trading and capital markets and other business-to-business financial software. iCapital provided a series of written responses and interviews with Forbes prior to receiving the award. The Forbes team of reporters and editors spoke with industry investors, analysts, entrepreneurs, and experts over a months-long judging process to evaluate hundreds of companies in order to build the list. iCapital did not pay any fee to be participate in the consideration, but iCapital pays Forbes a licensing fee to utilize the logo after receiving the award. Inclusion in the Forbes FinTech 50 list makes no guarantee to future performance and may not be representative of a platform user’s experience.
- WealthManagement.com Industry Award 2022, 2019, 2018
iCapital has been honored at the 2019 WealthManagement.com Industry Awards as the leading alternative investment platform technology provider. iCapital also won the award in 2018. The Technology Providers: Alternative Investment Platforms category honors a new or enhanced initiative that innovatively facilitates the trading, research, processing, reporting and tracking of alternative investments. WealthManagement.com received a record number of nominations this year, selecting 61 winning businesses from more than 650 entries from 262 companies. The winners, including iCapital, were selected by a panel of fourteen distinguished judges in the industry, and were announced at an award ceremony in New York City. The WealthManagement.com Industry Awards are presented annually by WealthManagement.com, a financial advisory industry publication from Informa. Companies and organizations are invited to complete a nomination application describing an initiative within several available categories that supports advisor success. WealthManagement.com also invites nominees to provide supplemental information to support their nomination in the form of third party testimonials and/or confidential growth, user or performance metrics. A panel of industry experts selects the finalists and winners based on qualitative and quantitative performance indicators. Nomination or receipt of a WealthManagement.com Industry Award is not necessarily indicative of any particular client’s experience or a guarantee that the firm will perform in the future as it did during the period evaluated by the Award judges.
- MMI/ Barron’s Industry Awards Winner – Solutions Provider of the Year 2020, 2021, 2022
The Solutions Provider of the Year category honors solutions providers that exemplify innovation in delivering better outcomes for financial advisors and investors. The nomination review committee selected finalists providing “needle-moving advisory-related technology and services that contribute to innovation within the investment advisory solutions industry and improve the investor and financial advisor experience.” The winners in each category were determined by a vote of MMI member firms. The MMI/Barron’s Industry Awards recognize innovation and leadership in the investment advisory solutions industry. Companies and organizations are invited to complete a nomination application describing an initiative within several available categories that supports advisor success. Nominations are reviewed and evaluated by the specially-appointed Money Management Institute (MMI) Industry Awards Steering Council and by the MMI Membership Experience Committee (MEC). The Steering Council and MEC consist of representatives from all segments of the MMI membership. At their sole discretion, the Steering Council and MEC may enlist the support of outside subject matter experts to help review the nominations. After carefully reviewing the nominations submitted, the Steering Council and MEC will determine a slate of finalists in each award category. If appropriate, in certain “open” award categories, the Steering Council and MEC may elect to propose separate slates of finalists representing Asset Managers, Wealth Managers, Solutions Providers, etc. Award winners are determined by a vote of primary contacts at each MMI member firm. Nomination or receipt of an MMI/Barron’s Industry Award is not necessarily indicative of any particular client’s experience or a guarantee that the firm will perform in the future as it did during the period evaluated by the Award judges.
- Forbes – One of America’s Best Startup Employers 2021, 2022, 2023
Forbes partnered with market research company Statista to identify the top employers from a list of over 2,600 up-and-coming American businesses. The list features companies that were founded between 2011 and 2018 and employ at least 50 people, and that were established independently, rather than being launched from an existing enterprise. To determine the list, each organization was evaluated based on three criteria: Employer reputation, based on a review of articles, blogs and social media posts pertaining to each employer, searching for specific phrases, such as “corporate culture,” “diversity,” and “employee engagement.”; Employee satisfaction evaluated from online reviews; and Growth, as examined by the organizations’ website traffic and head counts over a two-year period. The Best Startup Employers have been identified by analyzing more than 7 million datapoints. The data is gathered via a social listening campaign and extensive desk research. All data was gathered in Q4 of 2022. In the first step of a gradual approach, organic growth and size were considered to narrow down an initial longlist of more than 10,000 companies to 2,600 companies that qualified for the in-depth analysis.
- FinTech Breakthrough Awards 2019
iCapital was recognized in the 2019 FinTech Breakthrough Awards as the Best Banking Infrastructure Platform. The FinTech Breakthrough Awards recognize the FinTech innovators, leaders and visionaries from around the world in a range of categories, including wealth management, personal finance, lending, payments, banking, investments, RegTech, and InsurTech. This year’s winning products and companies were selected from over 3,500 nominations based on their innovation, design, user-experience, and overall technological advancement. iCapital was awarded for its white label technology program, which allows the asset and wealth management industry to integrate a customized version of iCapital’s end-to-end technology solution with an existing legacy platform to help manage operations and administration of alternative investments. Award winners are selected by a panel of senior-level FinTech experts from within the financial services space, including technology startup leaders and veteran technology executives with experience in a range of information security positions and perspectives.
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