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iCapital

7 known investors

Find your way into iCapital

Each arrow is one introduction. Sign up to fill in the first one.

902 people can intro you to Lawrence

Ask Tracey Brady Yurko to introduce you to Lawrence Calcano

You →Tracey · together at Make-A-Wish® Connecticut →Lawrence

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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.

Enterprise SoftwareFintechSaaS

Founders & leadership

LCLawrence Calcano
Lawrence CalcanoLawrence Calcano is Chairman and CEO of iCapital, a fintech platform providing wealth managers and financial advisors access to structured investments and portfolio management tools. He previously held the position of Partner and Managing Director at Goldman Sachs leading the Global Technology Banking Group, and earlier worked at Morgan Stanley. He holds a BA from Holy Cross and an MBA from Dartmouth's Tuck School.

Investors · 7

Cota Capitallisted by Cota CapitalSan Francisco
Goldman SachsreportedNew York

How we know: funding news · Not right? Tell us

Hamilton LanereportedConshohocken

How we know: funding news · Not right? Tell us

Ping AnreportedShenzhen

How we know: funding news · Not right? Tell us

SurgoCap PartnersreportedNew York

How we know: icapital.com · Not right? Tell us

T. Rowe PricereportedBaltimore

How we know: funding news · icapital.com · Not right? Tell us

Funding

SEC filings, press & company announcements

$820M disclosed across 1 of 2 rounds · 2021–2025

Source: company announcements and press reports — follow each round's link for the claim.

In the news

iCapital® Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion - iCapitalicapital.com · Jul 2025iCapital Network® Raises $440 Million in Latest Funding Round to Enhance Client Offerings - iCapitalicapital.com · Jul 2021

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, SurgoCap Partners, T. Rowe Price.
How much funding has iCapital raised?
iCapital has disclosed $820M raised across 1 of its 2 known rounds.