iCapital
7 known investors
iCapital operates a platform that provides wealth managers and financial advisors access to structured investments, annuities, and defined outcome ETF solutions through integrated marketplaces, educational resources, and portfolio management tools. The platform serves financial professionals seeking to incorporate risk-managed investment products into client portfolios.
Founders & leadership
LC
Lawrence CalcanoinFounder
Investors · 7
Activant CapitalNew York · $100K – $50M
Cota CapitalSan Francisco
Goldman SachsreportedNew York
Hamilton LanereportedConshohocken
Ping AnreportedShenzhen
T. Rowe Pricereported · 2 sourcesBaltimore
Also in the syndicate · 1
SurgoCap Partnerslead
Funding
SEC filings, press & company announcements$820M disclosed across 1 of 2 rounds · 2021–2025
- $820MraisedJul 2025 · 2 sources
SurgoCap Partners (lead), T. Rowe Price Investment Management, Inc. (lead)
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does iCapital do?
- iCapital operates a platform that provides wealth managers and financial advisors access to structured investments, annuities, and defined outcome ETF solutions through integrated marketplaces, educational resources, and portfolio management tools. The platform serves financial professionals seeking to incorporate risk-managed investment products into client portfolios.
- Who are iCapital's investors?
- iCapital's investors include Activant Capital, Cota Capital, Goldman Sachs, Hamilton Lane, Ping An, T. Rowe Price.
- How much funding has iCapital raised?
- iCapital has disclosed $820M raised across 1 of its 2 known rounds.