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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
wealthtech vendor

iCapital

BOSTON, MA
See the full tech profile in the PWD Tech Directory →
Hiring · 82 open roles →
CRD: 122816
In network coverage since September 17, 2026 · 16+ stories
$1.5BRegulatory AUMSEC Form ADV · Oct 24
9EmployeesForm ADV
11Deals on our tracker
Regulatory AUM · Aug 16 – Oct 24
Deal recordFull tracker →
Oct 7, 26Fund launchTikehau Capital — coverage
Oct 5, 26Fund launchTikehau Capital — coverage
Oct 5, 26Fund launchTikehau Capital — coverage
Sep 28, 26Deal announcedDTCC — coverage
Sep 27, 26Deal announcedDTCC · — coverage
Sep 27, 26Deal announcedDTCC — coverage
Sep 27, 26Deal announcedDTCC — coverage
Sep 13, 26Deal announcedGreat Gray Group — coverage
Aug 18, 26Fund launch — coverage
Jun 15, 26Deal announcedRFG
Jun 30, 25Deal closed
Network coverage
Deals & PE

Four CGF series sell $1.6 million; iCapital, 8VC report zero

The four Oct. 26 Form Ds show $75,000 to $734,000 per series; iCapital and 8VC vehicles disclosed no sales.
Practice management · Oct 21Ezra Group's AI connector directory grows from 69 to 244 in ten weeks
Distribution · Oct 20AssetMark adds Calamos Aksia and StepStone private equity interval funds
Practice management · Oct 13Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems
The Wrap · Oct 9Tokio Marine anchors $300m first close of BlueOrchard and IFC's $2bn emerging-market debt fund
The Wrap · Oct 8Endowus launches CVC-managed European direct lending strategy in Singapore and Hong Kong
The Wrap · Oct 6Dubai's ASB Capital announces first private-market fund pairings with StepStone, Principal
Fund launches & raises · Oct 6Tikehau makes European private credit ELTIF available on iCapital Marketplace
Filings · Oct 3SEC accuses Meyer Global of five schemes targeting SpaceX and OpenAI investors
Distribution · Oct 2DTCC takes an undisclosed stake in iCapital and plans AIP integration
Distribution · Sep 29DTCC invests in iCapital and announces alternatives-processing collaboration
The Close · Sep 28DTCC invests in iCapital and will integrate alternative investment product
The Close · Sep 24Alternatives infrastructure draws billion-dollar bids while RIA allocations stay stuck at 3%
RIA · Sep 21Schwab's Claude deal sells data terms, not a better model
The Close · Sep 21A retiree's eight-account Anthropic trade is a wager on wrapper terms
Direct Lending · Sep 17CIFC rents a wealth shelf and leads with covenants

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