iCapital
iCapital is a financial technology company that provides a platform for wealth managers, private banks, and asset managers to access, manage, and administer alternative investments such as private equity, private credit, and hedge funds for their clients. Its software streamlines subscription, administration, reporting, and compliance workflows for alternative investment products, and it generates revenue through platform fees, technology licensing, and related services to financial institutions and fund managers.
- Wealth & Investment Software
- Revenue
- $450.0M
- Employees
- 1,500
- Founded
- 2013
- Headquarters
- New York City, United States of America
What 15 Arbolus experts think of iCapital
Net Promoter Scores (NPS) skew positive, with a concentration of 8s and 10s, but a minority of experts gave scores below 7. Renewal intent is mixed, with some uncertainty among influencers and higher-spending segments. Adoption stages vary from pilot to more than one year, showing strong stickiness among long-term users. Qualitatively, experts praise investment access and workflow consolidation, but flag complexity, analytics, and integration as areas for improvement.Overall Customer Sentiment: Positive
Who reviewed iCapital
- C-Suite 69% (10)
- Director 31% (5)
Employer names and spend open in the full report, along with the other 12 customers.
Everything 15 customers told us about iCapital.
Employer names, spend, renewal intent and every written answer behind the numbers on this page.
Sentiment
-6 Net Promoter Score, from 15 scored reviews- Promoters 3
- Passives 8
- Detractors 4
Cumulative NPS by month
-1 over 6 months- Dec 8
- Mar 7
- May 7
- Jun 8
- Jul 8
- Sep 7
Net Promoter Score across 6 reviews, accumulated up to each month. Category median 24 across 6 companies.
Praised
- Strong Access to Alternatives
- Unified Workflow and Centralized Documentation
- Institutional-Quality Infrastructure
- AI-driven Portfolio Question Answering
Criticised
- Competitive Operational Experience
- AI Substitution Risk
- Platform Cost and Feature Parity
- Cost Concerns
What customers say
Renewal intent
Plan to renew 36%Plan to renew, by seniority
- 50% 6 answers
- 25% 4 answers
- 0% 1 answer
- 9/10 Average score from customers who will renew
- 6.7/10 Average score from undecided customers
- 4/10 Average score from customers not renewing
Top alternatives
Most weighed by iCapital customers
Report
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