TIFIN Competitors

Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently. At the forefront of the digital transformation in investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. Through iCapital Marketplace, Enterprise Solutions, and Technology & Data Services, the iCapital operating system automates and streamlines complex investment workflows and seamlessly integrates with clients’ existing infrastructure, platforms, and tools. With $1.2 trillion of assets serviced globally on platform, including $327 billion in alternative platform assets, $311 billion in structured investments and annuities & insurance outstanding, and $563 billion in client assets reported on, iCapital serves nearly 3,900 wealth management firms and 144,000 active financial professionals globally. Headquartered in New York and Greenwich, CT, iCapital operates globally with 18 offices, including Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, Sydney, Abu Dhabi, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including Euromoney's World's Best Technology Provider for Wealth Management, CNBC's World's Top Fintech Companies, and Forbes Fintech 50. Nothing herein constitutes an offer to sell, or a solicitation of an offer to buy, any security or product. Please see iCapital’s Social Media Disclaimer for more information: https://icapital.com/social-media-disclaimer/

FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth teams, family offices, endowments, and foundations. Powered by industry-leading AI, FINTRX helps firms distribute funds, raise capital, recruit advisors, identify M&A targets, and drive strategic growth. FINTRX now provides access to data and intelligence covering 850,000+ financial firm and contract records, including more than 4,500 family offices and 45,000 RIA and broker-dealer firms.

Brinker Capital Investments, a brand entity of Orion Advisor Solutions, is an investment management company located in Berwyn, PA. For over 30 years, Brinker Capital’s purpose has been to deliver an institutional multi-asset class investment experience to individual clients. Brinker Capital’s highly strategic, disciplined approach has provided investors the potential to achieve their long-term goals while controlling risk. With a focus on wealth creation and management, Brinker Capital serves financial advisors and their clients by providing high-quality investment manager due diligence, asset allocation, portfolio construction, and client communication services. Brinker Capital Investments, LLC is a registered investment advisor. • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.