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iCapital® Network Announces Partnership with Rockefeller Capital Management to Provide Investors with Access to Alternatives

December 21, 2018

NEW YORK--(BUSINESS WIRE)--Dec 21, 2018--iCapital Network, the financial technology platform that is improving access and efficiency in the alternatives marketplace, today announced a partnership with Rockefeller Capital Management(“Rockefeller”), an independent financial services firm offering global family office, asset management, and strategic advisory to ultra-net-worth families as well as institutional clients, to increase alternative investment options for Rockefeller investors.

As a part of the agreement, iCapital developed a customized technology platform for Rockefeller that provides access to private equity, hedge funds, real estate and private credit strategies in a seamless end-to-end process that includes subscriptions, administration, document management and reporting.

iCapital’s modular technology and service platform is purpose-built to provide a solution that is fully configurable, highly scalable, and able to support the unique processes required for private equity, private credit, hedge funds, and other alternative investments. It is designed to overcome many of the long-standing challenges of investing in alternatives by using technology to streamline access, ease operational burdens, and improve the user experience, enabling iCapital’s partners to provide the highest level of service to their clients.

“Rockefeller Capital Management aims to elevate the financial services experience through unparalleled client service and a commitment to excellence. We are honored to be selected as their partner to develop the innovative comprehensive technology solution that will advance Rockefeller’s exceptional client service offering,” said Lawrence Calcano, Chief Executive Officer of iCapital Network.

About iCapital Network

iCapital Network is the financial technology platform democratizing alternative investments with complete tech-based solutions for investors, advisors and asset managers. The firm’s flagship platform offers high-net-worth investors and independent wealth advisors a curated menu of private equity and hedge funds at lower minimums with a full suite of due diligence and administrative support in a secure digital environment. Banks and asset managers leverage iCapital’s tech-enabled services to streamline and scale their private investments operational infrastructure. iCapital was included in the 2018 Forbes FinTech 50 and as of September 30, 2018 serviced more than $6 billion in invested capital across more than 14,000 underlying accounts.

For additional information, please visit the Company’s website at www.icapitalnetwork.com | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Twitter: @icapitalnetwork | Facebook: https://www.facebook.com/icapitalnetwork/

Disclosures: This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security offered by iCapital. Past performance is not indicative of future results. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. An investment in an alternative investment entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. The information contained herein is subject to change. Securities may be offered through iCapital Securities, LLC, a registered broker dealer, member of FINRA and SIPC and subsidiary of Institutional Capital Network, Inc. iCapital is a registered trademark of Institutional Capital Network, Inc. All rights reserved.

View source version on businesswire.com:https://www.businesswire.com/news/home/20181221005367/en/

CONTACT: For iCapital Network media inquiries:

Morgan Cretella

Office 718-875-7606

Cell 919-602-2806

icapital@neibartgroup.com

KEYWORD: UNITED STATES NORTH AMERICA NEW YORK

INDUSTRY KEYWORD: TECHNOLOGY SOFTWARE PROFESSIONAL SERVICES BANKING FINANCE

SOURCE: iCapital Network

Copyright Business Wire 2018.

PUB: 12/21/2018 11:20 AM/DISC: 12/21/2018 11:20 AM

http://www.businesswire.com/news/home/20181221005367/en

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