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iCapital

BOSTON, MA
CRD: 122816
In network coverage since September 28, 2026 · 16+ stories
$1.5BRegulatory AUMSEC Form ADV · Oct 17
9EmployeesForm ADV
11Deals on our tracker
Regulatory AUM · Aug 16 – Oct 17
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
practice

Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

The directory's 244 listings include 123 agents and 121 MCP servers, following a September wave of official connectors from wealthtech platforms.
distribution · Oct 20AssetMark adds Calamos Aksia and StepStone private equity interval funds
practice · Oct 13Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems
the_wrap · Oct 9DTCC takes undisclosed stake in iCapital and plans AIP integration
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
distribution · Oct 8Tikehau adds euro private credit strategy to iCapital Marketplace
the_wrap · Oct 6Dubai's ASB Capital announces first private-market fund pairings with StepStone, Principal
the_wrap · Oct 6Tikehau lists private credit ELTIF on iCapital; StepStone and ASB launch Shari'ah fund
funds · 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
practice · Sep 28DTCC invests in iCapital and will integrate its alternative investment product with the platform
The Close · Sep 28DTCC invests in iCapital; Adhesion waives platform and tax fees
The Close · Sep 28DTCC invests in iCapital and will integrate alternative investment product
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